All Pathagoras Reviews

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User Profile

Jay

Verified reviewer

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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.

Vendor Response

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

Replied June 2020

User Profile

Kayle

Verified reviewer

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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.

Vendor Response

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.

Replied February 2020

Justin

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Michael

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Vendor Response

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.

Replied April 2021

Bruce

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Vendor Response

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.

Replied June 2020

Anthony

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Great product even better support!

This software allows for the easiest creation of precedent documents for your practice. The functionality of the instant data base screen....it shows all the variables when you open the document....makes it very simple for support staff to follow and use. The learning curve has been minimal in all respects. Lastly, I have to say a word about the [SENSITIVE CONTENT HIDDEN]. He s simply amazing at assisting you any way he can so that you have a successful journey with his program.

PROS

Intuitive and easy to install and use. Robust capabilities. Amazing support if you do experience any issues.

CONS

It is restricted to Word. I hate Word but I love this software....so I am using Word.

Reasons for switching to Pathagoras

WordPerfect Office required too many steps to create the same type of forms. Hard to use. Hard to organize and difficult to teach staff. As for customer support....not so Perfect!

Vendor Response

I thank you. We do try hard, and it's nice to hear that we are succeeding. And for those with the nagging thought: No, I don't work with or for Microsoft. :) But their VBA programming language is pretty spiffy, and there is no duplicate in other word processing programs. (I did try.)

Replied March 2020

Lisa

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Great product!

Pathagoras has given us quality control and increased efficiency at a very reasonable price. There is no real learning curve for users either - it is so easy to use!

PROS

Pathagoras is very easy to use. I like having the ability to tailor the software to our needs - you can create simple and complex documents. I also like having control of my forms and the ability to go back and improve our form documents as we learn more about the software. The software is very user friendly and the customer service is AMAZING - all of our questions were answered quickly.

CONS

I have nothing negative to say about this software or the company.

Reason for choosing Pathagoras

At first I thought that document automation programs had to be expensive and complicated in order to be effective. Pathagoras is neither!! We used the demo for a few months before purchasing and are extremely pleased with how easy it is to get up and running. We use this program daily!

Andrew

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

GREAT PRODUCT!

PROS

Usability is great. The learning curve to put this software into action is not steep at all. Extremely helpful tool if you need to create redundant documents. Also, the [SENSITIVE CONTENT HIDDEN] is EXTREMELY accessible. All around fantastic experience.

CONS

No issues at all. We looked into the competitors and very quickly realized this was the solution for us.

Reason for choosing Pathagoras

Ease of integration and use. We looked into HotDocs and tinkered around with it for a week. Couldn't make much sense of it in terms of integrating for what we needed.

Murray

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed April 2022

Supercharge document production

Pathgoras gives hope to lawyers who want to build an excellent system to produce documents fast and accurately.

PROS

It was logical and incremental. The developer knew what you needed and when you needed it. It is a feature rich program .

CONS

It takes time to learn. But once into it, it is very rewarding.

Reason for choosing Pathagoras

Pathogoras let me build my skills. I felt that I was in control.

Vendor Response

Thanks Murray. I am especially pleased by the "I felt like I was in control' comment. We have tried hard to maintain 'the customer, not the program, is always in control' aspect of our programming philosophy. Glad you agree.

Replied April 2022

User Profile

Unmani

Verified reviewer

Legal Services, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

I'd Die Without Pathagoras: Unbelievably Easy to Use and Fabulous Customer Service

My law office provides only two services: divorce and marriage contracts. So, Pathagoras has been vital over the years in helping us create the highest quality contracts with no fuss, extra work, confusion, or missed topics.

PROS

I'm someone who only uses a computer to work, I use it as a typewriter, letter-sender, and telephone and nothing else. So, using any computer program that's "fancy" or "complex" makes me nervous. Years ago, when my associate said, "Let's use Pathagoras to help us write the highest quality contracts," and she showed me how easy it was to use to use the program, I was immediately on board. We've been using Pathagoras for almost *twenty years* now and it's the most treasured product on my computer. I'd die without it at this point. It's so easy to update the underlying template to change over the years and easily access a treasure trove of past drafted sections to use going forward. And, more importantly in some ways, the customer service is *highly personal and immediate.* I recently had my hard drive crash and it wiped out my Office Suite so I had to repurchase and reload it. When I connected the new Word to Pathagoras I couldn't get it to work so reached out to [sensitive content hidden], the developer. He personally emailed me back within ONE HOUR and quickly scheduled a video call to go onto my computer and connect Pathagoras to the new Word, and voila, my office as back in business. This meant the world to me that a customer as old my my law office would be important enough for [sensitive content hidden] to drop everything and get my office up and running again, practically overnight. What a treasure!

CONS

There is nothing about the program that isn't optimal. I love it and have never had a problems with using it.

Pamela

Law Practice, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Great document assembly and Document Management Features Too - I wouldn't be without it

I'm a solo practitioner. If I didn't have Pathagoras I would have to hire help and raise my fees, or buy some kind of subscription software and raise my fees.

PROS

I've been using it for about 10 years now to make templates and fill in the data (names, addresses, phone numbers, case numbers, judges, etc.) If I had to look all these things up it would take me forever. To me this product is a must have. I looked at using Form Tool for a while because of their I saw that you could make a questionnaire for your forms... Well - I didn't realize it but Pathagoras will do that too, and even better.

CONS

It is a bit of a challenge if you want to do "everything" with it. You can use it quickly by putting placeholders in your templates and then filling them in from your records with a touch of a button. That's pretty easy and I used it that way for a long time. But I'm the kind of person who digs in and wants to use ALL the bells and whistles and that is challenging because this software does SO much. As the documentation says - don't try to do it all at once (like me).

Reason for choosing Pathagoras

I tried Form Tool for a while, but went back to Pathagoras. I find it easier to use and it has document management tools as well.

Vendor Response

Thanks, Pamela. It's good to hear such nice things about our program, and all that you are finding it can do. But we still reiterate -- baby steps, and don't try to do it all at one time. Roy

Replied August 2023

Ken

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2020

Excellent product wih stellar support

Pathagoras will change your practice. Taking the time to create excellent forms - one time - then using them over and over (revising over time) is just amazing. Compared to trying to remember which client you did that project for, digging up the document and cutting and pasting - well there is no comparison. Frankly, if you are an attorney - or business person - and document generation is not central to your practice you are missing the boat and, frankly, making a huge, foolish, mistake.

PROS

Pathagoras makes document generation easy, even for those of us who are not technically inclined. Every attorney has to generate the same basic forms over and over again - pleadings, wills, trusts, contracts, leases and so forth. With Pathagoras it only takes a few minutes to convert a document into a form - so you never have to cut & paste again. Doing so cuts down the error rate of cut & paste to zero, saves time and every document looks just as it should with no real time or thought required - leaving you the time and energy to focus on the substance of documents, not the format or details. Pathagoras has saved me a huge amount of time and saved me from untold embarrasing errors. I use the basic features of the Pathagoras, which is all that I need. But Pathagoras is well suited for those with more sophisticated needs as well, it has amazing capabilities. If you can see the value of doing it right, one time, then enjoying quality documents thereafter, Pathagoras is for you. If you are a hopeless cut & paster, there is a better way - Pathagoras. Before investing in Pathagoras I used a few other programs and they all were over my head and hopelessly complex for me.

CONS

Nothing. At times I have had small issues with formatting and the support has been amazing. [SENSITIVE CONTENT HIDDEN] apparently never sleeps and is endlessly patient. Not to mention that the support pages and explanations of how to do things are amazing - and [SENSITIVE CONTENT HIDDEN] is kind in not pointing out that I could have solved my own issues by reading a bit more carefully.

Reason for choosing Pathagoras

Because it is incredibly powerful and easy to use, even for people with very basic computer skills.

Reasons for switching to Pathagoras

Because Pathagoras was clearly head and shoulders above the other options for my practice and my level of ability.

Vendor Response

Thank you, Ken. Your kind words mean a lot. We will continue to try hard to always earn them.

Replied December 2020

Richmond

Law Practice, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Searched for years for something like this.

Only wishes I had it available 25 years ago.

PROS

First, this program offers more functions than anything else I have seen and it is still being upgraded with improved and new features. Second, most people will talk about the easy bracket "pathagorizing" a document and use which is great, but in my practice I am required by the Court Clerks to use a lot of the standardized Administrative Office of the Courts (AOC) .pdf forms. Oh YES!, you can bracket (I use the deep method) the cells in the Adobe(R) pdf form and the variables used in Word(R) can be placed in the pdf. Third, Excel(R) isn't left out. I've created (by example for estate administration) a comprehensive spreadsheet that is used to manage most aspects (Decedent name, address, age, etc.; Heirs and spouses names, addresses, etc.; if selling property to pay debts requiring a special proceeding, respondents names, addresses, etc.). With a few keystrokes all those variables can be downloaded into a database file for use in Word(R) documents or selected variables directly into a document. Fourth: Calculates numbers, and dates (i.e. 30 days from date A), or insert Excel(R) into Word(R) documents. Fifth: Variations on dates (1/1/2020 or 01/01/2020 or January 1, 2020 or 1st day of January 2020, etc.), and dollar amounts. Sixth: I haven't even gotten to BIG document assembly. Seven: Maybe this is a Con, but what I've learned only scratches the surfaces of its capabilities. Eight: Real, old time support. No answering robot. Real person.

CONS

Nothing! But to nit-pic the online manual is good but would like to have more YouTube how to videos and webinar/seminars.

Reasons for switching to Pathagoras

Tried various document assembly programs (for pay and almost free) nothing comes close.

Vendor Response

Thanks for the kind words. Still working hard a those improvements and helpful features. And we were around 20 years ago (but not 25)!

Replied October 2020

Mike

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2019

I highly recommend

PROS

I've been using Pathagoras for the past 5 years - and I can say it's the single greatest technology change I've ever made in my law practice. With a little effort, all of my pleadings, letters, etc. are completely automated. With a few clicks, all needed variables are filled in, as well as appropriate he/she, Mr./Ms., auto spelled out dollar amounts, etc, and preparation errors are cut by 95%. With no more effort, custom optional clauses (as lengthy and complex as you wish) can be easily incorporated into the forms, and basically anything that could be created on a "if/then" flow chart, can also easily be incorporated into a Pathagoras-MS Word document forms. The time needed to draft and proof read forms is cut by 80%. With emails becoming such a large part of a law practice, form emails with variables are also easily created on MS Word, and then cut and pasted to emails as needed. Whatever effort is needed to convert your existing forms to Pathagoras-MS Word document forms will easily return a huge profit in time savings over just a year of using them. In short, I highly recommend Pathagoras, and the customer support is second to none.

CONS

Really nothing. The cost is more than reasonable, and it's a huge productivity boost.

Vendor Response

Mike, Wow. Thanks for the kudos. Much appreciated. It makes us so happy to know that our hard work translates to customer satisfaction. Roy.

Replied July 2019

John

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2022

Comments from a satisfied long-term user.

I like it because I was able to Pythagoras one of my basic forms during the first 15 minutes following the most simple user manual.

PROS

Comments from a satisfied long-term user.

CONS

I like it because I was able to Pythagoras one of my basic forms during the first 15 minutes following the most simple user manual.

Reasons for switching to Pathagoras

HotDocs wanted to charge me $800 to attend a seminar in Columbus rather than provide me free tutorials or, as [SENSITIVE CONTENT] does, one on one interactive sessions where he takes over my keyboard.The only criticizm I heard of this product was actually praise. It indicated that they were some robust questionnaire based features of hot docs could streamline a document, but the person criticizing it was a certified hot dox trainer who conceded that nobody in his right mind would try to teach themselves hotdox, especially since the only manual they would give you is a 50 page paper back. I accomplished a lot with that, but as a sole practitioner I could hardly pay thousands of dollars for training, and then HotDocs his pricing became impossible.

Carl A.

Law Practice, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Outstanding Document Automation Software

I am extremely happy with Pathagoras. It has help me become more efficient, provide outstanding documents and service to my clients, has reduced overhead and the bottom line, it has made me money.

PROS

Pathagoras makes document drafting exceedingly efficient and easy. By using Pathorgas, I am able to create templates and draft even complex documents in much less time than prior to using the program. It is very feature rich and can assist with simple to complex document automation. The support available is by far the best support I have ever received for a software product. I highly recommend this product. If there were more than 5 stars, I would give this product and the support team a much higher rating.

CONS

As in any new software product, there is a learning curve. The basic functions are easy to learn. The more robust features take time to learn. However, the support for this product, both tutorials and available customer support, greatly help reduce this learning curve.

Vendor Response

Thanks, Carl. We very much appreciate it, especially the "it has made me money" part. Maybe we should charge more! (Nah. we are fairly priced, but when you take advantage of the various tools, Pathagoras can definitely pay for itself in short order.)

Replied March 2021

Frank

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2020

There are no negative reviews here because its almost magical in how it increases productivity.

Forms, form forms, the key to a successful busy Law Practice, and Pathagoras actually encourages you to make new forms. It really reduces so much stress and makes you look great to your clients.

PROS

That it is so easy to transform your Word documents into Templates that are then so easy to call up and fill out. It's is seamlessly integrated into Word and your staff will immediately produce perfect documents. Creating divorce docs, used to take about 60 minutes and there were always mistakes, once we installed Pathagoras it literally and unbelievably now takes 10 minutes. And then there is support, have a question, they are on your computer in minutes, problem solved. Get Pathagoras and you too will soon be writing a great review for them.

CONS

The only thing I don't like is that I feel guilty that it costs so little, seems wrong.

Reasons for switching to Pathagoras

Because Pathagors is not like the other programs that are freestanding, the genius of this program is that it works within Word.

Vendor Response

Okay, Frank, you have convinced me. To assuage the guilt, I am going to send you a bill for a lot more money! :) Thank you for your kind words. They are much appreciated.

Replied December 2020

Lisa

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

Pathagorus is the Document Automation Software I've Been Looking For

PROS

Pathagorus is intuitive, easy to use, and logical. It allows us to automate and customize the preparation of document sets to an unbelieveable degree, all while working easily with our pre-existing forms. Everything in the program is visible. Nothing happens behind the scenes where you can't see or fix or control it. If I was going to create document automation software myself. Pathagorus is what it would be.

CONS

I have not found a single con. I even love the manual. Customer service has been incredibly personal and responsive. I was even provided with a custom solution for a particular need.

Reason for choosing Pathagoras

Many years ago I used to program macros in WordPerfect to automate mulitple searches and replaces and otherwise customize my legal documents. They were pretty limited, but if you had basic programming skills or even were even just of a logical bent you could make them do a lot. But then, sadly, we switched to Word. For a while I toyed with learning VB but the curve was just too steep to get the same functionality - and I already had a day job. Years later Hot Docs came along, and I played with that but never committed. I felt the learning curve was too steep, there was a lot I couldn't control. It was very much forcing me into their universe rather than giving me the tools to better shape mine. Pathagorus is just to the opposite. Right out of the box it was easy to use, easy to master and easy to make it do all the stuff I need it to do and more.

Vendor Response

Thanks, Lisa, for your kind words. I am honored!

Replied May 2020

Barry

Architecture & Planning, 1 employee

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

Complex documentation that informs and sells is now consistent and easier to assemble.

I explored document assembly years ago. I subscribed to a popular software that like Pathagoras, was Word-integrated, well-priced and easy to learn - but it didn't come close to the brilliant simplicity and power that's offered here. Although Pathagoras is positioned as a 'legal' product, it's adaptability to my very specific situation has already proven itself, and the potential of the product keeps unfolding daily.

PROS

I'm not in legal. I'm a consultant in domestic, high-ticket construction-design and sales. In addition to customized building-design I produce a myriad of documentation that encompasses project feasibility, design-proposals, costing-briefs and building-specifications. With seamless, robust Word integration I'm able to harness Pathagoras' ability to grab data from Word and Excel data-sources to allow me to quickly create information-rich, beautifully-presented proposals and support-documentation. Before, I was putting these documents together; however the 'cut-and-paste' approach I was using was exhausting, sometimes inconsistent and very time-consuming. I'm now moving to a heavily-automated document-assembly workflow, and the investment I'm making in setting this up is already very rewarding. (And personal support from Pathagoras for specific document-assembly challenges has been fast, flexible, generous and 100% resolving of any problem I have proposed. And I'm in Australia, 13 hours ahead of Virginia).

CONS

Not much. Only that I need to think through the 'legal' examples in the help-documentation and apply them in a non-legal setting.

Vendor Response

Thanks, Barry. Much appreciated. I will definitely work on expanding examples in the Manual to cover non-law office disciplines.

Replied May 2020

Darryl

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Outstanding Product that Pays for Itself

Experience has been outstanding. Using Pathagoras Document Automation has resulted in a tremendous time savings and has allowed us to accomplish tasks that previously required multiple support staff members.

PROS

The software has transformed the way we practice law. Gone are the days of having to find templates, cutting and pasting, and changing grammar. Pathagoras offers an intuitive process that lets you automate documents. With a few clicks, attorneys can create their own pleadings, discovery responses and correspondence. There are an endless number of utilities and features that allow you to streamline multiple areas of your practice.

CONS

There is nothing that I do not like. Getting up to speed on all of the different features takes some time but there are great publications on the website, and the developer is incredibly responsive to any emails that you send asking for guidance.

Vendor Response

Thank you for your review and your kind words. They do mean a lot to us.

Replied March 2020

Anonymous

2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2022

Can't live without it

PROS

This software is a great value and time saver. It helps us create a template out of any Word document. It protects our templates by allowing us to pull up a new document from a drop down list and start fresh with each client. Great personal customer support.

CONS

We encounter glitches sometimes with running the software. Hard to tell sometimes if it is Pathagorus or Word.

Vendor Response

Thank you. I hope you are reporting any of those glitches as soon as you see them. We take the position that any glitch is presumptively Pathagoras related. We want to get it fixed as soon as possible. (This is as opposed to our presuming it is Word or user error until you prove otherwise.) I hope that this has been your experience with us. Again thanks for your kind words.

Replied May 2022

Andrew

Law Practice, 1 employee

Used more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Excellent software for a small legal practice

PROS

I have purchased a number of systems in the past but none were able to perform like Pathagoras. They were either too complex to be useable or too simplistic. This is the Goldilocks for me - just right. I was able to set up documents that could be part of a system for producing my documents that anyone could use. For me it is not just about productivity, but also consistency and quality. I had no trouble learning the system. Then, as I ventured into more complex areas I asked for and received prompt support and suggestions. It was a nice change not to have to hire somebody to write things for me. Although I have answered that I am a sole practitioner at present, I have in the past had a larger firm that I ran on best practice principles.

CONS

What is there not to like! I suppose that if you want generic documents straight out of the box then this may not be the software for you.

Reasons for switching to Pathagoras

Locus was too expensive and I needed to use somebody to do the coding and any adjustments for me.

Denton

Law Practice, 1 employee

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

efficient, customizable, great value

One-stop shop for personalized engagement letters, contracts, and estate plans.

PROS

Fast and easy control using only Word to update fields and documents. The creator is super helpful when questions arise and always gives extra tips to improve it's value. Saves me from hiring an assistant

CONS

Many features I don't use due to learning curve and time required to update documents.

Reason for choosing Pathagoras

cost (one-time fee for lifetime ownership), excellent service, totally and easily customizable all within word.

John

Real Estate, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Complex Documentation made Easy and Efficient

I'm 100% satisfied with Pathagoras. The product functions as advertised and the customer service is top notch. I usually receive answers to questions about document programming the same day I send a request for help.

PROS

Its virtually unlimited flexibility. I can prepare any documents my company needs using Pathagoras.

CONS

Truthfully, I don't have problems/issues of any kind with Pathagoras.

HPP

Law Practice, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed August 2020

[SENSITIVE CONTENT HIDDEN] is the most - On-The-Ball - person I have ever met.

Pathagoras is Brilliant - but I am a Google man and I find MSWord very/too complicated. That said - I have to spend lots of time learning Word just to use Pathagoras - but it is more than worth it. The Instant Database is really great. Pathagoras means I can prepare documents for clients in a flash with fewer errors or checking

PROS

Instant Database and its multi-replace abilities

CONS

It only works with MS Word which is of course great software but overly complicated for the average user

Vendor Response

Many thanks. We were not trying to convert Google Docs user to MSWord, but it is surely high praise that Pathagoras led to that (partial) conversion! Thanks again.

Replied August 2020

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