Challenging but helpful at gaining efficiencies
January 14, 2020

Challenging but helpful at gaining efficiencies

Kandice McElroy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HotDocs

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.

Pros

  • 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.

Cons

  • 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.
I haven't had to contact HotDocs very often for support. I suppose I rated them mid-level simply because I would like to see more online training options or white papers to view to assist with learning. I want to understand how to do something versus having it done for me.

Do you think Mitratech HotDocs delivers good value for the price?

Yes

Are you happy with Mitratech HotDocs's feature set?

Yes

Did Mitratech HotDocs live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Mitratech HotDocs go as expected?

I wasn't involved with the implementation phase

Would you buy Mitratech HotDocs again?

Yes

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).

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