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HotDocs

HotDocs Rating:
4.3/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 8/10
    8/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 9/10
    9/10
8.5/10
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Details

Rating Breakdown

Our Rating: 4.3/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

About HotDocs

HotDocs is a document assembly solution that allows lawyers to increase their efficiency by automating the creation of routine documents. HotDocs turns your frequently-used documents, such as contracts and intake forms, into reusable templates. Thanks to a plugin, those templates can be created without leaving Microsoft Word.

Who HotDocs is For

HotDocs is a powerful program that integrates with many business process management systems. Because of this, it’s a good fit for firms that are already technology-oriented and are making use of customer relationship management (CRM) software or additional content management solutions.

HotDocs is relatively technically complex, which makes it a good choice for attorneys that feel comfortable with that complexity and would appreciate the program’s ability to scale as a firm grows. In contrast, solo practitioners with fewer document assembly needs may find the program to be more than they need.

HotDocs Features

Website
www.hotdocs.com
Services Offered
  • Document Automation
Starting Price
Custom
Free Trial
Apps
  • Web
  • Windows
Software Integrations
  • Abacus
  • ActionStep
  • LawBase
  • Word
Open API
An open API means that the program has an application programming interface that will allow it to directly integrate with other software programs such your firm's timekeeping, accounting, or custom relationship management software.
Document Management Features
Version Control
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
Encryption
Built-In E-Signing
Optical Character Recognition (OCR)
Metadata Scrubbing
Document Automation Features
Document automation (also called document assembly) software uses your document templates and information from a form or other source, like your law practice management software or CMS, to assemble documents for you.
Document Templates
The document management program creates resuable templates.
Court Forms
Guided Interviews
The program can create a guided interview and then use the client's answers to automatically create a document.
Conditional Logic
If the software uses conditional logic, this means that you can choose to have certain text in your assembled document included only under certain conditions
Tables
This means the software can generate tables of any size and place them in your assembled document.
Calculations
If this field is checked, it means the software can perform calculations based on numerical or text input.

This is a HotDocs promotional webinar, but starting at 5:24 it does a decent job showing what it’s like to actually use HotDocs:

Additional Details about HotDocs

Robust documentation. HotDocs offers a resource library with a wide variety of ebooks and webinars to get new users up to speed on how to use the program.

Financial and mathematic calculations. HotDocs allows users to embed complex calculations in document templates. This includes calculations such as determining payment rates and terms, using exponential functions, and calculating dates.

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