TrustRadius Insights
HotDocs is a versatile document generation tool that is widely used across various departments in organizations, including legal, human …
Starting at $25 per user/per month
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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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Pricing
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
Product Demos
FinovateSpring 2017 / HotDocs
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Product Details
- About
- Tech Details
What is HotDocs by CARET?
HotDocs by CARET Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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(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!
- Business Problems Solved
- Recommendations
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:
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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.
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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.
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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
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
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.
- It is very helpful in creating customized document template which is used frequently.
- It saves lot of time and one can create the document template in minutes even if it is too complex.
- The integration of this tool to Microsoft Office 360, Microsoft Word and PDF and editing it as per the need makes it very useful.
- You can save the edited document in the template library section and can use it anytime again, which I think is a very important feature of this tool.
- I think the subscription of Hotdocs is a little bit expensive.
- Though the tool is very comprehensive but its not user friendly, making it complex to use.
- There are no subscription plans for solo users or a freelancers.
- It doesn't support HI-DPI displays.
- Create a document instantly which is to be used again and again.
- Can save the template and can use it again as per requirement.
- Integration of this tool with Microsoft Word is very helpful in creating document.
- The creation of required document is very efficient and error free.
- Hot docs has always given a positive impact on overall business objective by saving lots of time especially of HR and legal department.
- Since it is an automated document management tool therefore it is very efficient and creates documents with no errors and risk.
- With its comprehensive features our organization creates a perfect formatted documents which can be used again and again as per requirement.
Hotdocs as compared to Legito is better because of many reasons. The subscription pricing of Legito is too expensive as compared to Hotdocs. Secondly, it doesn't integrate well with Microsoft Word as compared to Hotdocs. Thirdly, Legito is only web based where as Hotdocs can be used online as well as it has a desktop version too.
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.
- Easy to use and quick when it comes to creating documents
- Template personalization can range from simple to quite complex
- The engine is continually running and producing papers swiftly and effortlessly
- 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
- Can receive data from another system and prompt users
- Employees that save time while creating papers see an increase in the return on their labor investments
March 07, 2022
Good for document automation in a law practice.
I have used HotDocs to automate document assembly in an estate planning practice. It is designed to streamline the drafting of customizable estate planning documents.
- Automates document assembly.
- Standardizes forms among organization.
- Allows staff members to greater assist in the preparation of legal documents.
- It can be hard to effectuate changes or correct errors.
- Changes require considerable skill.
- Customizable input screens.
- Routine document drafting is more streamlined and efficient.