HotDocs Software

4.06 / 5 (50)

Our advisors have recommended this product 1 time in the last 30 days

About HotDocs

HotDocs is a document automation solution designed for businesses of any size or type. It enables users to convert frequently used documents and forms into ready-to-use templates to automate customer documentation. The solution offers on-premise, cloud-based and hybrid deployment options. 

HotDocs offers end-to-end document control that allows document authors to control the data entered within the template and apply rules to populate data fields and generate documents. Authors can manage both internal compliance and external regulations while designing document templates to ensure that the documents are created and populated in accordance with required standards.

HotDocs is utilized in banking, legal, financial and government inst...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

50 Reviews of HotDocs

Average User Ratings

Overall

4.06 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(24)

24

4 stars

(14)

14

3 stars

(6)

6

2 stars

(3)

3

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 50 results

February 2018

Gordon from Monroe, Wallace & Morden, P.A.

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

February 2018

Outstanding document production, fair UI

Document automation saves time and reduces errors. I've found HotDocs to be extremely reliable, stable, and bug-free.

Pros

This product's integration with Microsoft Word is outstanding. It is a fantastic scripting tool for document generation. I've also prepared some documents in WordPerfect and it seems entirely capable with that as well.

Cons

Hands down, the data entry interview is crude at best. It is probably ok for a developer who has never worked with another UI, but the "automation" it provides comes at a steep price - loss of control. If you want truly professional user interfaces, you'll have to write the front-end in some other language, write an "answer file" HotDocs can understand (which is not hard, it is very basic XML) and then let HotDocs work its magic to assemble the language in Word. When used that way, HotDocs is very powerful and flexible. When used in its native UI, it is fairly inflexible.

March 2020

Gene from LawHawk Limited

Company Size: 2-10 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

March 2020

The obvious choice for professional users

While we use HotDocs ourselves, and have since 2012, our main use of HotDocs is now on behalf of our customers, who are mainly lawyers (in firms or in-house legal teams). As noted above, we find it is an extremely powerful document automation tool, which can be used on almost any forms of document. We've had good support from our key contacts at HotDocs, and after 4 years with LawHawk (and having recently upgraded to the new HotDocs Author/Advance product range) I remain very happy with the solution. The overall time savings (75%+) and quality improvements that you can expect to get every time are substantial, and one of our customers won a 2019 IACCM Asia Pacific Award for Operational Improvement as a result of their HotDocs automation project. Because it is a very established product, with a lot of written guidance and a large user community, it's very easy to work out in advance what can be done and how best to do it.

Pros

I think HotDocs is THE choice to use when you need to prepare more complex legal documents, particularly in packages. We are lawyers who specialise in automating documents for other law firms in areas like loan and security documents, share sale agreements, and complex wills and estates. We really haven't found anything we can't do with HotDocs, but we know that most (if not all) of the other document automation tools we've looked at, and sometimes use for simpler work, couldn't do the job at the high end. While a lot of focus is on the actual document creation aspect, we also really like the ability to build organisational compliance and training into the interview questionnaires.

Cons

The biggest issue with HotDocs is the annual per user licensing model, which restricts the ability to use HotDocs in situations where you have a lot of POTENTIAL users, who may only need to use it occasionally. It also stops people from starting to use it when they don't know how large the benefits will be. I would love to see a more flexible licensing model that allowed people to get started using HotDocs, because they would love it, and would quickly see many more uses. With a more scalable licensing model, I think millions more people would use it. The ability to collaborate with others (e.g. via client interviews) would be a great help. I'd also like to see more easy - out of the box - integration with other systems, particularly Office 365.

Reasons for Choosing HotDocs

I've been involved in document automation projects as a lawyer since 2000, most of them going nowhere because we were trying to automate without a specialist document automation software. What we learned - the hard way - is that the additional costs of HotDocs are minor compared to the substantial costs (mostly in lost time or having the effectiveness of a key business process limited bythe capability of the technology) trying to automate with a weaker solution. Applied to the right documents the ROI is substantial, and for lawyers or other document creators that need to be able to operate at a level of complexity, you need a tool that can scale up to that level which a lot of the simpler tools can't do.

July 2020

Bonnie from Humphrey Law Office

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

July 2020

Gold Standard

Overall, it is a joy once it is set up and works well with other programs.

Pros

Once everything is set up, HotDocs is the most customized, helpful document assembly program out there.

Cons

Found it difficult and expensive to learn.

Reasons for Choosing HotDocs

More options, integration with other products.

June 2020

Jay from Brooks & Brooks, LLP

Verified Reviewer

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

2.0

June 2020

Gets the job done, quite overpriced, and does about 80% of what it should

Gets the job done, and is ultimately worth it if your time is very valuable. Very expensive, and clearly only going to get more so. The document sets available are decent, but not amazing.

Pros

Saves time, and is very commonly used (and therefore understood) outside of our office.

Cons

Very expensive, and requires re-entry of data already entered far too often. The actual coding in documents is surprisingly opaque, and converting existing document structures to a HotDocs format is exceptionally cumbersome. The existing form sets that are on top of HotDocs are useful, and the community is broad, but the quality is hit or miss.

Reasons for Choosing HotDocs

Availability of forms and documents not found elsewhere, and the first mover advantage: HotDocs seemed to have broad penetration in the legal community over a decade ago. It is a de facto standard, and they are engaged in monopolistic rent-seeking behavior to take advantage of the situation.

July 2020

Jared from David J. Simmons & Associates, LLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2020

Great product for automating standard legal forms.

Overall, a very good and versatile experience. You will want to have experience in higher-level logic and computer coding language in order to make full use of the features HotDocs provides (or hire a consultant who can do the programming for you).

Pros

Product provides enough features and flexibility to customize almost any type of form.

Cons

The web-based version of the product is probably still in its early stages of development. This shouldn't discourage you from using it. The program has a bright future and there the potential gains in efficiency and form robustness are worth it.