About Pathagoras

Pathagoras is an add in to Microsoft Word. It is the only plain text document assembly program on the market.

'Plain text' means that the assembly calls and commands appear on the face of the document instead of buried in behind the scene fields or in ancillary (i.e., not Word) documents. (It definitely does not mean 'unformatted'. Highly formatted documents are easy to create.)

Our plain text approach, however, make document setups easy to see, easy to edit and easy to teach. The setups appear where the 'action' is. It's easy to predict the result based on the conditions you create.

Pathagoras is chock full of easy to implement features and tools to make document assembly and document personalization smooth, fast and elegant.

Both our feat...


Read More

Supported Operating System(s):

32 Reviews of Pathagoras

Average User Ratings

Overall

4.97 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(31)

31

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 32 results

February 2020

User Profile Picture

Kayle from Navigator Law LLP

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Great Document Automation

We are working to improve how our staff spends their time. Moving them from generating documentation to providing more value to our clients.

Pros

I really enjoy that Pathagoras lives ontop of word. We don't have to use any other software or become locked in to a certain way of operating. This provides us with flexibility. The software has been easy to use and setting up documents is easy. Customer service is also top notch. You get a very fast response to any questions you may have and they are interested in making sure you are successful with their product. Their is a ton of documentation that is provided that includes examples of how to approach solving a problem, along with guides on how to build your automation process.

Cons

There are a ton of different things that can be done with this software and sometimes it can be difficult to figure out how to approach solving a particular issue. There is no "right way" which is both great for flexibility and sometimes difficult. The documentation that is available is fantastic and covers all of the features that are needed to automate documents, I just wish it was a little bit easier to navigate. I also initially experienced some minor UI issues but those went away quickly.

Reasons for Choosing Pathagoras

We chose Pathagoras over the alternatives because we wanted to keep control over our documents. Going with other providers locks you in to their platform and makes it very difficult to switch if you want to. With Pathagoras, as all of the documents are simply word documents you retain control over everything. The price is also comparable and is a great product.

Response from Pathagoras

Replied February 2020

Kayle, Thank you for your kind words and the reminder that we need to be ever vigilant on the 'navigation' aspects of the program. We constantly keep 'how easy will it be for a user to find this tool?' questions in mind. And we appreciate the quick feedback when we haven't succeeded. Thanks again.

March 2021

Michael from MIchael D. Caccavo Attorney at Law

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

Amazing Customer support

Automate any document, standardize documents with no specific programming skills. Easy to use, powerful, fast.

Pros

I love this software, and have previously reviewed it. But if you want superior customer service, you can't beat this product. I was playing with the software on a sunday and had questions. I emailed customer service - not only did I get several emails in reply, but the [SENSITIVE CONTENT HIDDEN] called and remotely did an install of an update I hadn't done. On a Sunday ! Always a helpful and quick response.

Cons

There are more features, and more power than I know what to do with. Is that a problem? I can grow into it.

Reasons for Switching to Pathagoras

Easy to learn, easy to use, use my own documents and language, updates don't affect my documents.

Response from Pathagoras

Replied April 2021

Michael, Thanks! I definitely agree with your 'cons' comment. There is more to Pathagoras than any one person or office will ever use, but there are always features that can be added to your current repertoire. I hope you and others will keep trying new things.

March 2018

Justin from Ainsworth, Thelin & Raftice, P.A.

Company Size: 11-50 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

Pathagoras is an adaptable and time saving resource for our firm.

Pros

Pathagoras tremendously reduces the amount of time and mistakes when it comes to document production. Their customer service is by far one of the Company's best attributes. One of Pathagoras's best features - the ability to adapt the program based upon the firm's individual needs. While there are multiple features to Pathagoras, each customer has the ability to choose what features they want to use. Pathagoras is a great way to ease into the modern world of document production, as a user can use it as little or as much as they desire.

Cons

If you have no prior coding experience, it may take you longer to learn the ins and outs of the program. The initial set up can be time consuming, as individual documents need to be coded and tested to ensure they work properly. However, once the initial set up is complete, the time to prepare documents is greatly reduced.

June 2020

User Profile Picture

Jay from Brooks & Brooks, LLP

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

Loads of features, but low ramp to start saving a lot of time

Saves enormous amounts of time and helps you produce very sharp looking professional documents from your own current documents.

Pros

Sits on top of your OWN documents, and can be set up by mere mortals. Markup experience is helpful, but absolutely not necessary. The main person who implemented this at our practice just turned 70, and we have taken advantage of more and more features. If I could give a sixth star for service I would, as the person who develops the software does all of the customer service and is incredibly responsive for bug reports, usage suggestions, and troubleshooting setup. Can be used by even beginning staff without a lot of technical sophistication, and saves a tremendous amount of time.

Cons

Because of the many things it can do, and the multiple ways each method is implemented, it can be a little cumbersome to decide a quick route to the solution you want. Trial and error solves it fairly quickly. Because of the software stack it is built on (Word), it is occasionally buggy and has to be restarted. I suspect this is mostly due to Word and its Visual Basic for Applications implementation, because as stated in the Pros the customer service is excellent.

Reasons for Choosing Pathagoras

Existing document library in Word format, and better compatibility with the vast ecosystem of Word docs. Translating docs out of Word a large transition cost, and regularly having to translate docs out of Word when obtaining incoming documents from other professionals or clients would be cumbersome. Word is essentially a necessary evil, but Pathagoras itself is wonderful and expands capabilities of the software in great ways.

Reasons for Switching to Pathagoras

HotDocs is a hot mess. And considerably more expensive for fewer features.

Response from Pathagoras

Replied June 2020

Jay, Thanks for your kind words and for taking the time to 'write us up.' It's nice to get this kind of feedback. Based on the age of the main implementer of Pathagoras in your office, maybe I have a new slogan? :) ) --Roy

May 2020

Bruce from Bruce M. Hug, PLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Highly Recommended for Attorneys

My overall experience with Pathagoras is fantastic. The fact that documents are created as Microsoft Word documents and not on another platform (as with other document automation programs) makes programming straightforward. Also, the level of programming detail that you are able to incorporate into your documents with Pathagoras really cuts down on all aspects of legal work – I make fewer mistakes, am more productive and spend less time doing redundant clerical work. Also, not enough can be said about the level of support you receive from Pathagoras. My experience has been that when I have a question, I receive an answer either the same day or the next day. It's better than any support I have ever received from any other software company.

Pros

It can be used immediately, even by people with little to no programming experience, and supports and encourages step-by-step learning. Support is absolutely top-notch.

Cons

There's really nothing about Pathagoras that I don't like, except the fact that it's for Microsoft Word.

Reasons for Switching to Pathagoras

I had many legal documents programmed in WordPerfect, but fewer and fewer people were using it, including attorneys. Pathagoras was the easiest way to make the transition from WordPerfect to Microsoft Word.

Response from Pathagoras

Replied June 2020

Thank you for this review. It makes us proud that the hard work we have put into our program is reflected in the observations of our users.