Pathagoras Review

Category: Document Assembly Founded: 1999 Headquarters: Virginia Beach, VA

Pathagoras revolutionizes document assembly with its unique plain text approach - no codes, no fields, no programming required. Using simple brackets and slashes, Pathagoras makes document automation accessible to any legal professional who can type, offering powerful features without the complexity of traditional systems.

Overview

Pathagoras takes a fundamentally different approach to document automation. Instead of complex coding or field creation, it uses plain text markers that anyone can read and understand. This "plain English" philosophy extends throughout the system, making it possible to create sophisticated document assembly systems without any programming knowledge. The software works as a Word add-in, providing immediate access to powerful automation tools.

Key Features

  • Plain Text Automation: No codes or fields - just readable text markers
  • DropDown Lists: Create selection lists from document folders
  • Options/Optional Text: Simple [option1/option2/option3] syntax
  • Variables: Bracketed variables like [Client Name]
  • Instant Database: Automatic creation from document variables
  • Clause Library: Organize and insert boilerplate text
  • Document Disassembly: Break existing documents into reusable parts
  • Excel Integration: Import data from spreadsheets

Use Cases

  • Solo practitioners automating routine documents
  • Small firms creating consistent templates
  • Estate planning attorneys building will systems
  • Real estate lawyers automating contracts
  • Any attorney wanting simple, powerful automation

Pros

  • No programming or coding required
  • Incredibly intuitive plain text approach
  • One-time purchase (no subscriptions)
  • Excellent personal support
  • Powerful despite simplicity
  • Quick to learn and implement

Cons

  • Windows only (no Mac version)
  • Requires Microsoft Word
  • Less sophisticated than enterprise solutions
  • Limited web-based capabilities

Integration Capabilities

Pathagoras integrates with core office tools:

  • Microsoft Word (deep integration)
  • Microsoft Excel for data import
  • Outlook for email automation
  • Windows file system for document organization
  • Network drives for team sharing

Security & Compliance

Pathagoras provides desktop-based security:

  • Local installation (no cloud exposure)
  • Works within Word's security framework
  • Network folder permissions apply
  • No internet connection required
  • Data never leaves your systems
  • Compliant with firm IT policies

User Reviews

5★
23
4★
16
3★
4
2★
2
1★
0

Mark Stevens

Solo Practitioner • General Practice
★★★★★

"Pathagoras is brilliantly simple. No coding, no fields to create - just plain text markers. Perfect for attorneys who want powerful automation without the complexity. The 90-day trial gave me plenty of time to test it thoroughly."

Linda Rodriguez

Partner • Family Law Firm
★★★★☆

"The plain text approach is genius. Our paralegals learned it in hours, not days. We've automated all our standard forms and pleadings. Only drawback is it's Windows-only, but the simplicity makes up for it."

Frequently Asked Questions

What is Pathagoras?

Pathagoras is a document assembly system that uses plain text markers instead of codes or fields. It works within Microsoft Word to automate document creation using simple, readable syntax that anyone can understand and use.

How much does Pathagoras cost?

Pathagoras costs $449 for a single-user license (one-time purchase). Network licenses are $649, and a 5-pack is available for $1,795. There are no subscription fees - you own the software permanently.

Does Pathagoras work on Mac?

No, Pathagoras is Windows-only software. It requires Microsoft Word for Windows (2007 or later). Mac users would need to run Windows through virtualization software to use Pathagoras.

What makes Pathagoras different from other document assembly tools?

Pathagoras uses plain text markers that are readable and understandable without any special viewer. No programming, coding, or field creation is required. Everything is done with simple brackets and slashes that anyone can type and understand.