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HotDocs; Careful before you startHotDocs is used by most of the paralegals in the organization to draft estate planning documents for our clients. It allows users to complete an "interview" and then download draft estate planning documents based on the interview. They then edit the documents in Microsoft Word and then present them to the clients.,Allows users to complete an interview Allows users to download draft documents Allows programmers to create the interview and document templates.,Licensing: the company seems intent on milking this product for as much as they can. I receive monthly sales phone calls, yet support calls are not helpful. We use the online "document services" product -- it occasionally has unexplained outages and support is not helpful. The product has weird limitations that limit its utility -- the interview engine can only support certain types of data. Several programmers have expressed frustration to us about this.,3,Increased speed of document creation Increased accuracy of document creation Allowed users to transition from older Wordperfect templates.,,QuickBooks Pro, LiveChat, Microsoft Office 2016HotDocs, efficient, quick, and easy document generationHotDocs is used as a document generation application, either stand-alone or with another information source. It is question-based and extremely powerful for creating documents in the proper format and with all necessary information.,User-friendly and quick for producing documents. Customization for templates can be easy or extremely complicated. Engine always functions and produces documents quickly and easily. Can accept data from another system and force necessary questions to users.,Most HotDocs requires high-level coding in order to create templates. This includes complicated codes to insert into Word. From the user perspective, using HotDocs is very simple and easy. Creating and maintaining templates requires nearly a programming background to perform. Cost for software varies but is generally a sizable cost, especially Developer licenses. New versions must be purchased to keep up with newer versions of Microsoft Office.,8,Time savings by employees when generating documents mean better ROI efficiency for labor. Faster, more accurate turnaround for documents needing to be generated from templates. Large capital expenditure depending on the number of users and developers.,ActiveDocs,ActiveDocsHotDocs ReviewWe are a managed services company that installs, configure and supports HotDocs for our clients. HotDocs is a document automation program that is used to generate similar documents/forms with minimal effort (once the system is set up on the backend). HotDocs, though a little complex on the backend, is extremely easy to use on the front end. It also integrates with many other software platforms, which is great.,Auto-generation of forms/documents (with little effort) Reasonably priced, especially as the ROI is 10 fold (over time more like 100) Very easy to use on the front end,Back end of the product is a little tricky at times To fully benefit from the use of the product, training is highly recommended (developer),8,Time savings No metadata lingering from reusing old documents Low price of entry, great ROI,Microsoft Office 365 and Microsoft Office 2016,Microsoft Office 2016, Microsoft Office 365
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HotDocs
3 Ratings
Score 6.3 out of 101
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HotDocs Reviews

HotDocs
3 Ratings
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Score 6.3 out of 101
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Jason Shindler profile photo
November 18, 2018

User Review: "HotDocs; Careful before you start"

Score 3 out of 10
Vetted Review
Verified User
Review Source
HotDocs is used by most of the paralegals in the organization to draft estate planning documents for our clients. It allows users to complete an "interview" and then download draft estate planning documents based on the interview. They then edit the documents in Microsoft Word and then present them to the clients.
  • Allows users to complete an interview
  • Allows users to download draft documents
  • Allows programmers to create the interview and document templates.
  • Licensing: the company seems intent on milking this product for as much as they can. I receive monthly sales phone calls, yet support calls are not helpful.
  • We use the online "document services" product -- it occasionally has unexplained outages and support is not helpful.
  • The product has weird limitations that limit its utility -- the interview engine can only support certain types of data. Several programmers have expressed frustration to us about this.
It is well suited for a "medium" user -- it is too hard to set up for a typical paralegal and too limited for someone with advanced and complicated needs. If you are the "Goldilocks" user, it is just right. If you are on either end, there could be other programs that might be a better fit.
Read Jason Shindler's full review
Derek Schroeder profile photo
March 26, 2018

Review: "HotDocs, efficient, quick, and easy document generation"

Score 8 out of 10
Vetted Review
Verified User
Review Source
HotDocs is used as a document generation application, either stand-alone or with another information source. It is question-based and extremely powerful for creating documents in the proper format and with all necessary information.
  • User-friendly and quick for producing documents.
  • Customization for templates can be easy or extremely complicated.
  • Engine always functions and produces documents quickly and easily.
  • Can accept data from another system and force necessary questions to users.
  • Most HotDocs requires high-level coding in order to create templates. This includes complicated codes to insert into Word.
  • From the user perspective, using HotDocs is very simple and easy. Creating and maintaining templates requires nearly a programming background to perform.
  • Cost for software varies but is generally a sizable cost, especially Developer licenses.
  • New versions must be purchased to keep up with newer versions of Microsoft Office.
HotDocs is useful for any company that generates a large number of documents, especially when a majority of the documents are template-based. The time used for creating documents from templates without document generation makes employees much more efficient.
Read Derek Schroeder's full review
No photo available
March 20, 2018

"HotDocs Review"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We are a managed services company that installs, configure and supports HotDocs for our clients. HotDocs is a document automation program that is used to generate similar documents/forms with minimal effort (once the system is set up on the backend). HotDocs, though a little complex on the backend, is extremely easy to use on the front end. It also integrates with many other software platforms, which is great.
  • Auto-generation of forms/documents (with little effort)
  • Reasonably priced, especially as the ROI is 10 fold (over time more like 100)
  • Very easy to use on the front end
  • Back end of the product is a little tricky at times
  • To fully benefit from the use of the product, training is highly recommended (developer)
HotDocs is a MUST for a law firm or any company that uses forms, contracts or similar documents. Generation of documents with HotDocs (after the program is configured) takes a couple mouse clicks, vs find/replace, saving the same document over and over (no no for law firms due to metadata, but many do it anyway).
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HotDocs Scorecard Summary

About HotDocs

HotDocs is a document automation and assembly software product.
Categories:  Document Generation

HotDocs Technical Details

Operating Systems: Unspecified
Mobile Application:No