
The Upshot: Easy document assembly, 90-day free trial, a tad pricey at $395/license.
The Interview: Roy Lasris, publisher of document-assembly program Pathagoras, showed me how the program worked with our existing documents and installation of Word 2007 (as well as older versions of Word and Wordperfect). The application is practically invisible except when called upon. Setup takes about 20 minutes, and 10 minutes after that most users can be turning existing documents into forms that are auto-filled using information entered only once such as client or party names and addresses, matter names and numbers, etc.
The Evaluation: Pathagoras has got the goods. Document automation could scarcely get easier and you already own wordprocessing software so this is addition is no-brainer. Of course I prefer a less chunky interface and more of that smooth web-native look, but in all likelihood this is all you’d need. Plus you can easily (I mean, easily) load up your existing office documents and get them humming. As for price – I prefer free, and this isn’t free. So it’s a cost-benefit analysis, and not a difficult one at that.
The Critique: Sure the product works well and is simple, but I’m the practicehacker so I can be picky. What would benefit Pathagoras and add more value would be a collaborative space where users can share tips and information, a list of free and premium templates, and pay-as-you-go pricing instead of that one-shot payment. That’s the business model you want, Roy.
The Recommendation: For practice areas like bankruptcy, divorce, estate planning, real estate, and other document intensive areas, the program sells itself. For more involved practices a more comprehensive solution may be needed but I would still recommend giving Pathagoras a try and pushing it to its limits before you pay more for another system. You might be surprised how flexible this system can be.
The Rating: 4 hacks (out of 5)
Feedback: If you’ve used Pathagoras or have an opinion about it, sound off in the comments or contact me atmhedayat@mha-law.com.