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