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HotDocs by CARET

HotDocs by CARET

Overview

What is HotDocs by CARET?

HotDocs is a document automation and assembly software product, acquired and now supported by AbacusNext since 2017.

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Recent Reviews

TrustRadius Insights

HotDocs is a versatile document generation tool that is widely used across various departments in organizations, including legal, human …
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HotDocs Review

8 out of 10
March 20, 2018
Incentivized
We are a managed services company that installs, configure and supports HotDocs for our clients. HotDocs is a document automation program …
Continue reading
Read all reviews
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Pricing

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Basic

$25

Cloud
per user/per month

Enterprise

Contact sales team

Cloud

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

FinovateSpring 2017 / HotDocs

YouTube
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Product Details

What is HotDocs by CARET?

HotDocs by CARET Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(13)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

HotDocs is a versatile document generation tool that is widely used across various departments in organizations, including legal, human resources, and marketing. Its primary purpose is to automate the process of generating frequently used documents, saving both time and money while ensuring accuracy. Companies with a large number of documents that are needed repeatedly find HotDocs particularly useful.

One of the key use cases of HotDocs is transactional drafting. Users can create templates and a master questionnaire to automate the drafting process. This feature is especially beneficial for tasks like drafting multiple documents with the same information for government-insured construction loans, where it saves an impressive six to seven hours of manual document drafting every day. Real estate professionals also rely on HotDocs to quickly generate group forms for the same transaction, streamlining their workflow.

Another significant use case for HotDocs is its ability to produce letters and standard documents consistently across multiple locations. Users can easily create templates and customize them based on specific requirements. Paralegals utilize HotDocs to draft estate planning documents by conducting an interview with clients and then editing the generated documents in Microsoft Word before presenting them to clients. This powerful document generation application ensures proper formatting and includes all necessary information, making it a valuable asset in an estate planning practice.

Furthermore, managed services companies specialize in installing, configuring, and providing support for HotDocs on behalf of their clients. This enables organizations to leverage the benefits of HotDocs without the burden of managing the software themselves. Overall, HotDocs is user-friendly and seamlessly integrates with other software platforms, making it an indispensable tool for automating document assembly across various industries and departments.

Users commonly recommend the following:

  1. Get proper training and support: Many users advise booking training sessions and doing tutorials to learn how to use HotDocs effectively and efficiently. They recommend taking as much training as possible to save time in the future and suggest paying for training with a third-party consultant. Users also emphasize the importance of having a solid relationship with the salesperson and architecting a plan for implementation and roll-out.

  2. Invest time in learning the software: Users recommend taking the time to learn HotDocs thoroughly, as it speeds up the template building process once known. They also suggest automating several forms to get a feel for the software and recommend using cheat sheets and practicing with it. Users advise ensuring that the developer receives training as well.

  3. Consider overall costs and alternatives: It is recommended to do due diligence when looking at alternatives and testing them thoroughly. Users advise considering the overall cost, not just the licensing, and having a plan for return on investment. Additionally, they suggest consulting someone who has used HotDocs before and keeping in touch with them. Some users also recommend comparing HotDocs to Acrobat's similar features to assess ease of use.

Overall, users find HotDocs to be a great tool that can streamline document creation, but they stress the importance of investing time in learning the product properly and considering all aspects of its implementation.

Attribute Ratings

Reviews

(1-9 of 9)
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Prakul Sharma | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Hotdocs is among the decent tool which is used to generate the documents which are used frequently by various department in my organization like legal, human resource and marketing. It indeed saves lots of time and money making the work easier and more accurate. It is very much suitable for the company like us as there are hundreds of documents which we need again and again.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Hotdocs is a document creation tool that may be used either alone or in conjunction with another information source. It is a question-based system that is highly powerful for writing papers in the right format and with all of the relevant information included. User's might switch from earlier Wordperfect templates to this new version.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are utilizing HotDocs to help us with transactional drafting. While facilitating government-insured construction loans, there are often 30-40 documents that need to be drafted, much with the same information. We created templates of each of these documents as well as a master questionnaire. After completing the questionnaire, all necessary documents will be drafted in a matter of minutes. While setting up the templates took a decent bit of time, training, and learning, they save us six to seven hours of document drafting every day, allowing us to greatly increase our workload.
Kandice McElroy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our Firm letterhead and proprietary standard forms are in HotDocs and used across the Firm at all locations. This allows us to produce letters by location quickly as well as produce standard documents by practice area consistently. We also purchase standard forms from the State of Iowa which are also held in HotDocs. These forms provide consistency as well as a quick start to drafting documents and letters.
Jason Shindler | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
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.
Derek Schroeder | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
March 20, 2018

HotDocs Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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