Documate is often used as a client intake tool as well as a document automation tool. So you may want to use Documate to feed data into your practice management or client relationship manager software. For example, contacts, matters, and any other custom fields.
This video shows an example of how you can collect data with Documate and push it into Clio through Zapier. Other popular tools to push Documate data into include Salesforce and Lawmatics. Documate's conditional logic and client-facing options make it a powerful client intake tool for all phases of the case.