Document Agility

Lake Mary, United States Founded: 2012 • Age: 14 yrs
Rule-based tools for legal document creation are offered.

About Document Agility

Document Agility is a Professional & Legal Services company based in Lake Mary (United States) founded in 2012. It operates as a rule-based tools for legal document creation are offered. It operates in the Professional & Legal Services and Technology sectors. Document Agility has raised $50 thousand across 1 funding round. Document Agility offers products and services including Document Agility Platform. Its focus areas include Enterprise Applications, Business Process Management Software, Business Rules Management and Legal Tech. Its legal entity is Document Agility, Inc. Its competitors include Box, PandaDoc, Conga, Talend and Cleo and 5 more; 8 of its 10 listed competitors have raised funding.

Company details

Document Agility was founded in 2012 and is headquartered in Lake Mary, United States. Legal document creation tools based on rules are provided to sectors including education, financial services, in-house legal, retirement services, senior living, and utilities. Operations encompass template development, workflow tracking, versioning with change management, content deployment, data integration, enterprise security, and dashboards for reporting.

  • Headquarters Lake Mary, United States
  • Sectors
    Professional & Legal Services
    Technology
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Phone
    β€’β€’β€’β€’ β€’β€’β€’β€’
  • Website documentagility.com
  • Social LinkedIn X Facebook
  • Legal Name Document Agility, Inc.
Key Metrics
  • Total Equity Funding
    $50K (USD)

    in 1 rounds

  • Latest Funding Round
    $50K (USD), Seed

    Apr 2013

Products & Services of Document Agility

Document Agility offers a comprehensive portfolio of products and services, including Document Agility Platform.

Document Agility Platform
Expert System Software

Platform for custom document creation and validation in onboarding.

Funding Insights of Document Agility

Document Agility has successfully raised a total of $50K through 1 strategic funding round. The most recent funding activity was a Seed round of $50 thousand completed in April 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $50,000
  • Total Rounds 1
  • Last Round Seed β€” $50,000
  • First Round $50,000

    (Apr 2013)

All 1 funding rounds of Document Agility with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Apr 2013$50,000Seed––
–

People of Document Agility

3 people are tracked at Document Agility (1 in leadership, 2 in team).

NameRoleGroup
Ron MacInnis
CEOLeadership
Kaitlyn Elizabeth
Operations And Finance ManagerTeam
Dan Sheehan
PrincipalTeam
Premium access

Complete people profiles for Document Agility

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Document Agility

2 dated milestones of Document Agility across 1 years, from founding to its latest funding, stage changes and deals.

  1. Founded Document Agility is founded.
  2. Funding First funding round of $50K.

Competitors of Document Agility

Document Agility has 10 listed competitors in our database, 8 of them funded. They include Box, PandaDoc, Conga, Talend and Cleo, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
box.com2005Redwood, United States$692.63M–
AI-based platform for secure collaboration and content management is utilized.
pandadoc.com2011San Francisco, United States$61.93M181
Document workflows are automated and managed for sales teams.
conga.com2006Broomfield, United States$140.09M266
Contract lifecycle management is facilitated via a cloud-based platform.
talend.com2005Redwood, United States$102M457
Data management platform for integration, quality, and governance is provided.
cleo.com2012Rockford, United States$3.5M212
Cleo is recognized for providing supply chain integration solutions.
m-files.com1989Plano, United States$125.52M118
Documents are managed and automated for enterprise knowledge work.
softwareag.com1969Darmstadt, Germany––
Provider of data integration, application modernization, and digital transformation solutions
digio.com.br2016Sao Paulo, Brazil––
Mobile platform offering credit cards
instabase.com2015San Francisco, United States$321.92M136
Business processes are automated via customizable apps and AI tools.
gonitro.com2005San Francisco, United States$36.6M157
Cloud-based PDF editing, collaboration, and e-signature solutions are provided.
Premium access

Detailed competitors of Document Agility

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Document Agility

The website of Document Agility (documentagility.com) receives about 1.9K visits a month.

  • Monthly visits
    1.9K

    ▼ 19.8% vs previous month

Top companies in Legal Tech

10 companies that operate in the same segment as Document Agility (Legal Tech), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud and AI-based electronic signatures and contract management are provided.
2003San Francisco, California, United StatesUSD 520 MUSD 3.22 B6,840
Legal practice management software is provided for law firm operations.
2007Burnaby, British Columbia, CanadaUSD 1.79 B–2,371
AI-powered software for contract drafting and management is provided.
2017IndiaUSD 112.95 MUSD 2.43 M162
Contract lifecycle management software is developed using AI-powered intelligence.
2016San Carlos, California, United StatesUSD 154.69 M––
AI-powered ediscovery platform streamlines investigations and workflows.
2012Houston, Texas, United StatesUSD 194.03 MUSD 156.85 M561
AI-powered software for legal contract management is utilized.
2012Lehi, Utah, United StatesUSD 170.95 M–1,164
Cloud-based legal management and data services are provided for businesses.
2008Toronto, Ontario, Canada–USD 7.63 B26,400
AI-driven legal research platform for attorneys is operated.
2013San Francisco, California, United StatesUSD 67.83 M––
Online legal services are offered to businesses and families.
2008San Francisco, California, United StatesUSD 288.44 M–482
SaaS-driven property management software for owners and residential property managers
2006Santa Barbara, California, United StatesUSD 30 MUSD 950.82 M1,630
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Document Agility

Document Agility was founded in 2012 and raised its 1st funding round 1 year after it was founded.

Document Agility is headquartered in Lake Mary, United States. It is registered at Lake Mary, Florida, United States.

Document Agility is a funded company, having raised a total of $50K across 1 funding round to date. The company's 1st funding round was a Seed of $50K, raised on Apr 2013.

Document Agility was founded in 2012 and is headquartered in Lake Mary, United States. Legal document creation tools based on rules are provided to sectors including education, financial services, in-house legal, retirement services, senior living, and utilities. Operations encompass template development, workflow tracking, versioning with change management, content deployment, data integration, enterprise security, and dashboards for reporting.

Document Agility's top competitors include Box, Talend and Cleo.

Document Agility offers Document Agility Platform.

Document Agility operates through Document Agility, Inc..

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available