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.
Optical Character Recognition (OCR)
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.