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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 …
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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
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Using HotDocs is a good idea for any firm that produces a significant number of documents, especially if the bulk of those documents are template-based. Employees become significantly more productive by reducing the amount of time they spend developing papers using templates rather than creating documents from scratch.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
If you are doing transactional documents, HotDocs is a game-changer. If there are only a few select variables that change while the remainder of the work mostly consists of form language, this is a program that will dramatically increase efficiency. Even the most technical and dense documents can be turned into a template, as long as you are willing to take the time to invest in future time saving.

However, if the majority of the work that you are doing is not constantly repeating, this may not be the software for you.
Kandice McElroy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
HodDocs definitely has a place where it helps with efficiency. For instance, when drafting documents, HotDocs can make it a quick process by simply answering questions. The challenge though is developing the questions and basic shell. I would probably use it more if it was easier to build new documents. But for existing documents, it's easier to modify (depending on the level of modifications).
Jason Shindler | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
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.
Derek Schroeder | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
March 20, 2018

HotDocs Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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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