FormSwift vs. HotDocs by CARET

FormSwift is well suited for legal and accounting firms that need to quickly create form documents. It is easier to navigate than Nolo.

Incentivized

It is well suited in the organisations which deals with lots of paper work like legal, teaching, research, etc as they need similar kind of documents again and again. In a typical office set up it is of great use by human resource, marketing and legal department. Hot docs is not suitable if you have a proprietary or solo business as it do not caters to them.

Incentivized

• The "Document Creator" is an excellent tool. Very easy to work with.
• The "My Documents " area is a helpful storage area for completed docs.
• The "Document Library" is an extremely valuable resource.

Incentivized

• Personalized training. We were able to get an expert on a video call who walked us through solutions to each of our unique problems (i.e. all fifty states have different notary blocks, how can we auto-populate it when the state of the deal is selected?).
• Team access. Multiple people can work with the templates at once, thus allowing the members of our team who deal with financials to work on their documents while others focus on the organizational and legal documents.
• Once you have successfully drafted your templates, it runs incredibly smooth (barring any minor hiccups that happen with software updates) and efficiently.

Incentivized

• The "Fillable Fields" area could use some additional customizable fields.

Incentivized

• Most HotDocs templates demand high-level code. This includes complicated Word codes
• Using HotDocs is incredibly user-friendly. Creating and maintaining templates is a programming task

Incentivized

If I cannot get tech support (especially at the supervisory level) during my work hours, then what good is their program?

The support is fine, but make no mistake it is PAID support because you have to purchase it each year in order to keep the updates.

Incentivized

If you use WordPerfect X9 - choose"no word-processing software."

Incentivized

Much better than Rocket Lawyer.

Incentivized

I haven't evaluated other products. We are so used to HotDocs that it would be difficult for us to switch to something else. We continue to use HotDocs because switching cost is high once you have already started. Be careful before beginning to use this program, as it is hard to breakaway.

Incentivized

• FormSwift has enabled us to work faster and smarter.
• FormSwift saves time and money.

Incentivized

• Positive - Quicker turn around on producing standard documents tailored to the client's specific needs.
• Negative - Long learning curve. Not an "out of the box" program. It has to be customized.

Incentivized