Name: Mitratech HotDocs
Rating: 1.3 (14 reviews)
Author: Mitratech

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Product Analytics

Development

Board Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Electronic Signature

Enterprise Generative AI

Internal Communications

Policy Management

Whistleblowing

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Job Board

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Cloud Cost Management

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Cybersecurity Consulting

Email Verification

Enterprise Service Bus

Fraud Detection

Function as a Service (FaaS)

IP Address Management (IPAM)

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Machine Identity Management

Network Performance Monitoring

Network Simulation

Open-Source Database

Release Management

Scale-Out Storage

Session Border Controllers

Software Composition Analysis (SCA)

Website Hosting

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Competitive Intelligence

Content Management

Customer Journey Analytics

Email Marketing

Email Testing

Gamification

Marketing Automation

Product Sampling

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Lead Management

Sales

Architecture

Medical Billing

Veterinary

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Clio Draft

Clio

DocuSign

PandaDoc

LEAP Legal Software

Adobe Acrobat Sign

Adobe

Documate

Formstack Forms

Formstack

ActiveDocs

airSlate WorkFlow

airSlate, Inc

### Document Creation and Management
Users consistently highlight HotDocs by CARET's document creation and management capabilities as a valuable asset for their organizations. The tool is commended for its efficiency in creating and customizing document templates, saving significant time and effort in generating repetitive documents. While some users find the platform slightly complex to navigate, especially when setting up new documents, the overall consensus is positive regarding its ability to streamline document creation processes and enhance document management within various departments. (Source Reviews: [1](https://www.trustradius.com/reviews/hotdocs-2022-03-07-18-55-59), [2](https://www.trustradius.com/reviews/hotdocs-2022-03-19-07-21-22), [3](https://www.trustradius.com/reviews/hotdocs-2022-03-06-03-07-06), [4](https://www.trustradius.com/reviews/hotdocs-2021-02-18-10-04-01), [5](https://www.trustradius.com/reviews/hotdocs-2020-01-14-08-46-30), [6](https://www.trustradius.com/reviews/hotdocs-2020-04-23-10-53-14))

### Template Design and Utilization
Users have expressed mixed opinions regarding HotDocs by CARET's template design and utilization capabilities. While many appreciate the tool's ability to create customized templates quickly and efficiently, some users find the template building process to be less intuitive, especially for those without a coding background. The software's integration with Microsoft Word is highlighted as a valuable feature for streamlining document creation processes. Additionally, the ability to save and reuse templates is seen as a significant advantage for organizations dealing with repetitive document needs. (Source Reviews: [1](https://www.trustradius.com/reviews/hotdocs-2022-03-19-07-21-22), [2](https://www.trustradius.com/reviews/hotdocs-2022-03-06-03-07-06), [3](https://www.trustradius.com/reviews/hotdocs-2022-03-07-18-55-59), [4](https://www.trustradius.com/reviews/hotdocs-2021-02-18-10-04-01), [5](https://www.trustradius.com/reviews/hotdocs-2020-01-14-08-46-30), [6](https://www.trustradius.com/reviews/hotdocs-2020-04-23-10-53-14))

### Efficient Drafting and Editing
Users appreciate HotDocs for its efficient drafting and editing features, noting that it simplifies the creation of customized document templates and allows for quick modifications as needed. While some users find the initial setup and template creation process time-consuming, the overall consensus is that HotDocs significantly enhances document drafting efficiency by automating repetitive tasks and providing a user-friendly interface for editing and revising documents. Additionally, the integration with Microsoft Office and PDF formats adds to the tool's versatility in meeting various document drafting needs. (Source Reviews: [1](https://www.trustradius.com/reviews/hotdocs-2022-03-06-03-07-06), [2](https://www.trustradius.com/reviews/hotdocs-2022-03-19-07-21-22), [3](https://www.trustradius.com/reviews/hotdocs-2021-02-18-10-04-01), [4](https://www.trustradius.com/reviews/hotdocs-2020-04-23-10-53-14), [5](https://www.trustradius.com/reviews/hotdocs-2020-01-14-08-46-30))

### Transactional Document Handling
Users have expressed mixed opinions regarding HotDocs by CARET's transactional document handling capabilities. While some users highlight the software's ability to streamline the drafting process for deals and transactions, others have encountered challenges with certain functionalities, such as the inability to save edits to forms and compatibility issues with specific software versions. Despite these drawbacks, many users acknowledge the time-saving benefits and increased efficiency that HotDocs brings to transactional document handling tasks. (Source Reviews: [1](https://www.trustradius.com/reviews/hotdocs-2022-03-19-07-21-22), [2](https://www.trustradius.com/reviews/hotdocs-2021-02-18-10-04-01), [3](https://www.trustradius.com/reviews/hotdocs-2020-04-23-10-53-14))

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.

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.

Time-saving document template creation: Many users have found the document template creation feature of the tool to be very helpful and time-saving. Several reviewers have mentioned that it allows for the creation of customized templates, even for complex documents, in just a few minutes. 

Personalized training and support: The personalized training provided by the tool's support team has been highly appreciated by users. Multiple reviewers have mentioned that they were able to have an expert guide them through solutions for their unique problems, ensuring a smooth onboarding process and optimal usage of the tool.

Efficient collaboration with team members: The ability to collaborate with team members on templates simultaneously is seen as a positive aspect by many users. Some reviewers specifically highlighted how this feature allowed them to focus on different types of documents within their teams, increasing efficiency and productivity.

Mitratech HotDocs is a document automation solution used to turn documents and forms into intelligent templates and workflows for document assembly. HotDocs was acquired by Abacus Next in 2017, and by Mitratech in 2024.

Clio Draft (formerly Lawyaw) is a legal document automation solution, offering access to cloud-based fillable court forms, and the ability to turn Microsoft Word documents into fillable templates.

Cloud-Based Court Forms

Intelligent Document Automation

PDF Court Form & Document Automation

DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.

Personal

Standard

Business Pro

Advanced Solutions

Real Starter

DocuSign for Realtors

Mitratech HotDocs

Document generation or creation software enable the creation, editing, customization, and sharing of text-based files to create a range of documents such as contracts, notes, legal documentation, proposals, forms, and reports. These tools typically include dynamic templates, versioning, integration with content producing applications, analytics, workflow, and sometimes electronic signature.

Document Generation

Likelihood to Recommend

Usability

Support Rating

Implementation Rating

For
over 30 years, Mitratech has been committed to solving the complex needs of
legal and compliance professionals. Our long standing focus on the unique
challenges facing legal departments, compliance and risk functions uniquely
positions Mitratech to help companies across the globe use innovative
technological solutions to break down the barriers between legal, regulatory
and compliance, as well as operational risk. Our technology unlocks opportunity
and reduces the impact of adverse events with transparency, predictability and
control. 
Expanding global business operations, demanding regulatory environments, and
multifaceted legal matters are changing the way business leaders look at
opportunities and manage enterprise risk. Legal requirements, regulatory
changes and operational concerns create complex, overlapping obligations that
corporations are forced to manage. Passive management, or worse, reactive
response, is no longer an option. The risks and resulting costs of complacency,
both in terms of opportunities unrealized and the negative impact on
profitability, can be too damaging. These elements intersect to create a
complexity unprecedented in our history. 
 
Our portfolio of Enterprise Legal and Risk Management solutions serve the needs
of corporations through the legal department, compliance and risk functions,
and their executive leadership teams.

Mitratech

Zoom Workplace

Zoom Phone

Office Manager

HotDocs 2020-04-23 10:53:14

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Set up

Not helpful

Phone calls

Takes longer

Create templates

Considerable time

Support calls

Bit expensive

User perspective

Not intuitive

Easy to use

Workflow process

Document assembly

Customizable templates

Extremely complicated

Cloud storage

Staff members

Batch processing

Document templates

Little effort

Home

Document Generation Software

I have used Amicus since 1991 and HotDocs by CARET for at least a decade. Upgraded my operating system and reinstalled both. All was well, except I need some tech support from HotDocs by CARET in order to do something as simple as importing the HotDocs answer files to the correct location. Turns out that most HotDocs by CARET tech support is located in the UK. That means they are not available for those in the US due to the differences in time zones. In my opinion, not a wise business decision.

In my experience, complicated to learn, but over time becomes simpler to understand

to much time spent on what should have been a 15 minute phone call.

Attorney

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.

Looker, AppsFlyer, Adobe Analytics, Canva, Semrush, Google Search Console

AI Reporting

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.

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.

This is a software written by coders. Unless you have a background in coding, some of the thought processes going into how to set-up a template are not intuitive. This is definitely software that you need guidance through. (The on-boarding template practice is a must.)
Some of the template building icons could be more defined and explained in a way that a non-coder could understand them.
There is no mass-document download. So we have to individually download 30-40 documents one-by-one instead of clicking "download all."

In the setup process, we lost a lot of billable hour time to creating templates.
However, since then, with our increased capacity due to less drafting time, we had our best year ever in the midst of the 2020 pandemic.
It has increased the amount of training required to start off in the transactions, but then allows more of us to complete work on these deals, ever increasing our capacity.

Microsoft 365 Business Premium, Slack, Notion

Paralegal

Hot Docs is the engine. We use it for real estate forms. It makes it easy to generate a group [form] based on the same transaction.

It allows you to fill a form OR to use the Q&A approach.
It takes a particular fact pattern and applies it over several forms.

It does not allow an edit to a form to be saved. If you edit a form and close out, you have to start all over again.
It should fill in certain items that are usually the same , with an allowance for revising if necessary.
Lender credit cannot be shown as a "minus" on the closing disclosure , even though it is supposed to be.
There needs to be a signature line on the Seller Closing Disclosure.
It is not compatible with the newest version of WordPerfect (X9).

It makes it easy to fill out the form.
I really only use it for the one form, it doesn't do as well with the other forms.

Doesn't interface with WordPerfect X9, our word-processing software.

Twice. Once, right before a real estate closing, I had left the form open on my computer, the computer shut down and the program wouldn't launch - I called product support, in a panic, and they got me up and running before the clients showed up.Second time - right after purchasing new Windows 10 computers, we couldn't install the software because it was not compatible with our new WordPerfect X9 software so they had to do a work-around.

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.

Letterhead template - Creates quick letters with standard branding. Able to set locations, writer, etc.
Answer sets can be saved and reused. This eliminates the need to reenter client information.

HotDocs is difficult to develop new documents as it's as complicated as programming at times. I often have to call for assistance.
The tables can be frustrating. It makes it hard to insert between items as you have to make sure it doesn't offset other areas.

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.

Constant Contact, Worldox GX4, PracticeMaster, Tabs3 Billing

Mitratech HotDocs
Formerly from CARET

Overview

What is Mitratech HotDocs?