This product's integration with Microsoft Word is outstanding.

The quintessential software for document automation. One of the best software (if not the best) for this purpose.

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.

I also don't like the storage on the local drive. If a user forgets to back up to the server we can lose information and have no record.

The developers sold me on the product and disappeared after purchase.

Works with our Cal Wills and Trusts program wonderfully.

Ease of use with other programs, customer service is very responsive, and documents look professional and clean.

It's great that we can keep all of our companies needed documents on one software that is accessible to everyone at our Firm.

I love the integration with Wealth Counsel and the customization that it allows with the word documents I produce for estate plans.

Now that it is moved to advanced there are many features missing out but the user interface and quality of process has improved to avoid scripting errors.

Great product for automating standard legal forms.

Don't make such an investment without considering that, in future years, you'll have no guarantee that you'll be able to renew your HotDocs substription on a basis that makes sense.

As noted above, we find it is an extremely powerful document automation tool, which can be used on almost any forms of document.

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.

I use HotDocs while using my Trust Funding software.

Beware of entanglement with the new owners of this software. They will suck you into a monthly subscription scheme which is virtually impossible to cancel.

The more time you invest using it, the more you'll appreciate its many features and the better your templates will become.

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.

If you don't use it daily, you have to retrain yourself. I get inscrutable update messages  and am fearful ty try.

It is difficult to understand, difficult to set up, and difficult to work with. I have read the instruction manual, taken the the three day course, and am still having problems with setting it up.

I think HotDocs is THE choice to use when you need to prepare more complex legal documents, particularly in packages.

Navigating the menus can be difficult. However, I use them so infrequently that this may just be a function of my lack of use.

Also recently developed author has many restrictions and lack features which are often used in developer.

The supposed ease of use; but without some guidance, it’s not easy to use. Good luck getting any guidance from developers.

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

As it stands, each template is limited to only one component file.

Customizeable, very easy to use, great support team.

I will recomend it for your implementation and use, is a user friendly enviroment.

Quick response time when requesting changes or additions to our reports. The Support person I deal with has always been very helpful and friendly.

And the team is very supportive in doing all they can to satisfy our needs. They do not exist to make money, but to provide a good quality service that meets the customer's demands.

Some features such as the Dashboard, seem limited/ aren't as intuitive.

We interface with the system everyday, and we appreciate how much we can categorically organize and store information, which makes generating reports a breeze.

We've only just started using it but overall were happy with how the implementation went and the flexibility of the software and the willingness of the company to customize and work with you.

Their support staff is fantastic, and has always responded quickly, and offered solutions. They have been willing to work with me and make sure they understand exactly what I'm needing.

Every staff person we interact with truly cares about our ability to be successful. They are deeply nonweldable about their system as well as ours.

We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies.

It's reporting features are fabulous and I love how much customization they allow. The support we get from NewOrg is amazing.

This isn't the best NGO management software out there, but it is definitely the best option at it's pricing tier. It enables overall management of the many moving parts of an NGO.

Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team.

Some of the base areas of the software that are not changeable. But it is so minor that I hesitated even mentioning.

The platform is intuitive. We are a small, yet very busy office so it was important for us to have a system that we could integrate seamlessly.

The organization manual is an amazing feature--internal documentation is something no one ever has time to do. Reporting generation is also crucial.

Pros:  Customer service is excellent. Timely responses and quick resolution to problems.

Any time that they have been unable to deliver something it has been because of a technical limitation of the software.

I love that the volunteers can enter their own hours via the portal. I enjoy entering client data when out in the field using a tablet.

This system does a wonderful job of storing your data in such a way that you can see at a quick glance the history of individuals in events. It is very user friendly.

It does so much from keeping all of our staff organized and in touch with what services are provided to our community to helping us with strategic decisions and thorough analysus.

There are some fields which didn't apply to my application and I had to learn to ignore them.

Easy to learn and use the program. NewOrg Support is very eager and willing to help you and to provide what you need.

Love that most of the reports that I need are easily accessible with just one click. The support team is phenomenal and very patient.

Friendly to needs of non-profits, without the bloat that comes with software for enterprises. Dedicated team, care about serving customers.

For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless.

They are quick to respond to support tickets and check in periodically to ensure they are meeting our needs in terms of functionality.

I enjoy the high level of customization which can be created for the needs of your organization.

NewOrg is easy to use and their support staff is incredibly helpful.

The NewOrg system can be pretty customized to meet your needs, and I found that the customer service was excellent and they were willing to go the extra mile.

Certain fields are not able to save historical information so data is lost when the fields are updated.

There's a few features that we feel are missing, in particular re: internal communication platform options and data import.

Good midmarket option with great customer service.

The ability to add custom fields and have them appear selectively depending upon group assignments is awesome. It helps to have someone tech-savvy for self-driven customizations.

The hours of time they have dedicated to our teams has been amazing.

I also like that you can add on different modules as you go, which gives us the opportunity to grow with the software.

One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database.

The best solution for us at the moment in our price range. As we grow we'll begin looking for something a bit more robust at a higher price.

Most helpful in our small organization is that NewOrg is an affordable, easy-to-use database system that supports both our case management and our donor management efforts.

We have been able to tailor the system to meet our needs, and we have been satisfied with how much the NewOrg team has continued to customize our system to meet those needs.

The software is a good value alternative to more expensive donor management solutions.

We have yet to experience any negative service or results.

We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed.

They have been responsive to our ever changing needs and oh so helpful in finding solutions as challenges arise.

US Dollar

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 institutes. It integrates with different business applications such as CRM, governance, risk and compliance management and more. Users can reach out to the support team through phone and email and access documentation and video tutorials available online.



LongDescription

Document Storage

Access Controls/Permissions

Templates

Change Management

Electronic Signature

Periodic Review

Approval Process Control

Document Capture

Customizable Fields

Collaboration Tools

Automated Routing

File Recovery

Template Management

Data Import/Export

Offline Access

Process/Workflow Automation

Version Control

Compliance Management

File Sharing

Customizable Templates

Document Review

Multiple Output Formats

Interaction Tracking

Multi-Language

Alerts / Escalation

Compliance Tracking

Batch Processing

Archiving & Retention

Document Management

Document Generation

Document Templates

Single Sign On

For Legal Professionals

Role-Based Permissions

Quality Control

Multiple Format Support

Document Automation

Customizable Branding

Customizable Forms

Contract Drafting

Secure Data Storage

Third-Party Integrations

Starting at $25 per user per month, with minimum 5 seats ($125). Contact AbacusNext for pricing on 6+ users.

Email/Help Desk

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

HotDocs

In Person

Live Online

Webinars

Documentation

Videos

NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers, marketing efforts, events and grant management in an integrated suite. It's suitable for veteran organizations, homeless services, environmental organizations, outpatient treatment centers and more.


NewOrg enables users to collect information for reporting, manage volunteer activities and promote events. Other tools help users to create and manage programs, run outcome reports, track activity sign&shy;ups and scheduling, manage communications, take surveys, manage fundraising activities and create development campaigns.


The payment processing module allows users to add donation buttons to existing websites. Users can enter donations in bulk, as well as post or export data to QuickBooks, FundEasy or Excel. Donations are tracked by campaign, event, class, staff member and more, and NewOrg can manage multiple financial accounts. Other features include document management, grant management, email distribution and an organization calendar.


NewOrg is priced per user and is billed on an annual or monthly subscription basis.



Real-Time Analytics

Treatment Planning

Patient Records Management

Employee Management

Recurring Giving

Case Management

EHR/EMR Integration

Surveys & Feedback

Electronic Payments

Personalization

Patient Engagement

Online Giving

Committee Management

Payment Processing

Recurring/Subscription Billing

Practice Management

Time Tracking

Online Forms

Email Alerts

Customizable Reports

Dues Management

Activity Tracking

HIPAA Compliant

SMS Messaging

Group Notes

Charting

Progress Tracking

Level of Care Evaluation

Contribution Tracking

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

GDPR Compliance

Credit Card Processing

Invoice Management

For Nonprofits

Wait List Management

Attendance Management

Communication Management

Patient Intake

Customer Database

Registration Management

Medical History Records

Care Plan Management

Calendar Management

Member Database

Self Payment

Telemedicine

Client Chart Audit Tools

Scheduling

Campaign Segmentation

Email Tracking

Campaign Planning

Accounting

Graphical Data Presentation

Assessment Management

Email Templates

Multi-Location

Certification & Licensing

Self Service Portal

QuickBooks Integration

Eligibility Verification

Contact Management

Project Time Tracking

Email Marketing

Mobile Access

Dashboard Creation

NewOrg's straightforward pricing has 2 costs: initial Implementation/Customization fee + a simple ongoing monthly Hosting/Support fee starting at $350.  

Monthly Hosting/Support is based on a sliding scale of number of staff users (not volunteers -- they are always free!) starting at just $350/month for 5 users. It includes unlimited support incidents, up to 1 hour per incident. 

Implementation/Customization starts at $3500 and is based on the number of programs + complexity. It involves 360-degree scoping, customization (fields, screens, forms, reports, public-facing online web portal configuration, key integrations with outside systems), robust custom documentation +  training.

NewOrg's process + transparent pricing are designed to ensure your organization's success when getting started, and without incurring any unexpected "gotcha" costs with ongoing use of your system. Please consider getting in touch for a free demo/20-minute no-obligation walk-through/consultation. Thank you!

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