Document Assembly

HotDocs^TM

HotDocs^TM is an award-winning software application that significantly reduces the time spent generating repetitive documents such as contracts, sales proposals, government and court forms, legal documents, loan applications, and medical forms.

Using HotDocs, you can transform any word processor file into an interactive template. Simply replace the changeable text with HotDocs variables and identify text that may be included in or excluded from the final document. Then, the next time you want to generate a completed document, just assemble the interactive template you've created. As you do this, you will be prompted to answer questions, and the appropriate information will be merged into the document.

When using HotDocs, you can perfect a template, minimizing the "human error" factor that repetitive typing introduces. Additionally, you can automate your templates so that verb tenses, gender references, dates, numbers, calculations, and more are updated automatically as users enter information. Custom interview questions and help resources guide you or your users through the interview.

Virtually any document in your workflow can be converted to a HotDocs template, including lengthy and complex documents. HotDocs templates then become your gold standard—experienced colleagues can share their knowledge, and new colleagues come up to speed faster. Using HotDocs, you can compile an invaluable repository of special language, unique clauses or terms, correspondence, and more.

HotDocs can be integrated with databases, practice management systems, case management systems, and other vital components of your organization's technology infrastructure. 

HotDocs User and Developer Editions

HotDocs User and Developer Editions deliver the power and efficiency of document automation to your desktop. With HotDocs, you can start re-using information instead of re-typing it, giving you more time for critical tasks.

Whether you need a fax cover sheet, retainer agreement, or real estate purchase contract, HotDocs can generate flawless, individualized documents in a fraction of the time it takes to complete an ordinary “search and replace” in your word processor. This reduces costly proofreading time and liability caused by careless mistakes.

HotDocs User and Developer Editions provide the tools you need to convert your own word processor documents into interactive, automated templates. This gives you the flexibility to refine and customize templates to produce documents that meet your individual needs. 

The following benefits are only available with the Developer Edition:

• Ability to create templates for graphical forms, including PDF* documents

• More control over the layout and appearance of questions in the interview

• Advanced tools for automating, maintaining, and distributing sets of templates for company-wide use

• All templates created with HotDocs Developer Edition can be assembled in the corresponding version of HotDocs User Edition

* HotDocs PDF Advantage is required to create PDF-based form template 

As a HotDocs Certified Independent Consultant (CIC), you can be assured we have passed a rigorous HotDocs certification process and possess the knowledge and training to implement a solution for your firm.