---
description: Review of Automio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Automio | Reviews, Pricing & Demos - SoftwareAdvice IE
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/722/document-management/software) > [Automio](/software/269250/automio)

# Automio

Canonical: https://www.softwareadvice.ie/software/269250/automio

> Automio is a document management software designed to help businesses draft documents, generate leads and sell legal services. The white-labeled platform enables administrators to create interactive quizzes, surveys and assessments to engage and collect information about potential clients.

Managers can schedule appointments, sign documents, interview customers and generate invoices on a centralized dashboard. Automio allows teams to automatically collect one-time and recurring payments from clients according to agreed terms. Additionally, lawyers can secure data in accordance with secure sockets layer (SSL) encryption protocols.

Automio offers an application programming interface (API), which lets businesses integrate the system with existing websites and collect continuing professional development (CPD) points on a unified interface. Pricing is available on request and support is extended via phone, email, FAQs and knowledge base.
> 
> Verdict: Rated **4.5/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 2 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 3.5/5 | Based on overall reviews |
| Value for Money | 3.0/5 | Based on overall reviews |
| Features | 3.5/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: Autom.io
- **Location**: New Plymouth, New Zealand
- **Founded**: 2017

## Commercial Context

- **Starting Price**: NZ$150.00
- **Pricing model**: Flat Rate
- **Pricing Details**: Please contact Autom.io for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, New Zealand

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Archiving & Retention
- Collaboration Tools
- Compliance Tracking
- Document Generation
- Document Management
- Document Storage
- File Sharing
- For Legal Professionals
- Forms Management
- Full Text Search

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software)

## Related Categories

- [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software)
- [Legal Document Management Software](https://www.softwareadvice.ie/directory/1392/document-management/software)

## Alternatives

1. [Google Docs](https://www.softwareadvice.ie/software/327807/google-docs) — 4.7/5 (28798 reviews)
2. [Google Drive](https://www.softwareadvice.ie/software/105807/google-drive) — 4.8/5 (28427 reviews)
3. [Google Workspace](https://www.softwareadvice.ie/software/344998/google-workspace) — 4.7/5 (17483 reviews)
4. [OneDrive](https://www.softwareadvice.ie/software/23542/onedrive) — 4.5/5 (12623 reviews)
5. [Microsoft Word](https://www.softwareadvice.ie/software/399478/microsoft-word) — 4.7/5 (2783 reviews)

## Reviews

### "Life saver and really helpful" — 5.0/5

> **Angelica Marie** | *10 July 2023* | Apparel & Fashion | Recommendation rating: 9.0/10
> 
> **Pros**: What I really love about this software is it really helps in document storage, file sharing and compliance tracking. This really helps to make my job easier.
> 
> **Cons**: I don't have least experience in this software, I must say that the subscription price is really worth it.
> 
> This is highly recommended, I'll let my colleagues know about this and it's services. This makes my job easier.

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### "Tons of potential, undelivered" — 4.0/5

> **Cheryl** | *9 February 2024* | Law Practice | Recommendation rating: 2.0/10
> 
> **Pros**: The ability to create complex Word documents from a bot. The 'tokens' (renamed 'conditions') make it simple to customise documents without repeating a ton of logic - JosefLegal doesn't have that. The 'packs' which use sophisticated looping to produce individualised text within a larger document - JosefLegal's 'looping' isn't as good. Automated creation of 'Tasks' list at the end of the interview - I don't think JosefLegal can do that. 
The initial vision of the \[sensitive content hidden\]. The NZ team who led the development, especially \[sensitive content hidden\] and \[sensitive content hidden\].
> 
> **Cons**: Lack of longterm or even medium-term commitment by the \[sensitive content hidden\]. I don't think you can buy Automio now. They stopped developing it - and didn't fix some stupid flaws (like allowing enforced capitalisation but being unable to include punctuation - thereby making it useless for Irish, Samoan, or hyphenated names, etc). The \[sensitive content hidden\] wanted no criticisms or 'negative' comments and blocked me from their social-media groups and group sessions after I pointed out that they were giving inaccurate information about the law. Support has fluctuated. The subscription cost has sky-rocketed. I know one day it just won't be there and I'll be stuck - my entire practice depends on the documents produced by those bots. I can't simply export the bots to a different platform, I have to recreate them from scratch, which hopefully won't take as long in JosefLegal as it did in Automio. (The early days in Automio, it didn't really have the capacity for what I was trying to do, and nor did my computer/internet setup. That was fixed, and all was great, until they changed direction....)
> 
> Inspirational and disappointing. Through Automio and its \[sensitive content hidden\], I discovered the potential for using automation to provide legal services. It was eye-opening and magical\!  Then it soured - instead of continuing to improve the product, the \[sensitive content hidden\] moved on to new passions.  Meanwhile I did enjoy learning about Zapier (thanks to Automio's training) and using it to link Automio to ProcessStreet, and marvel at what else is theoretically possible if I had the time to do it. Fortunately, someone at Automio mentioned JosefLegal to me, which initially didn't seem as good, but which I am now starting to use in parallel in the hope I'll create replacement bots for the (very complex) Automio bots I currently depend on.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/269250/automio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/cms/automio-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/269250/automio> |
| en-GB | <https://www.softwareadvice.co.uk/software/269250/automio> |
| en-IE | <https://www.softwareadvice.ie/software/269250/automio> |
| en-NZ | <https://www.softwareadvice.co.nz/software/269250/automio> |

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