HotDocs Software


 

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 to choose from.

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 can be used 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.

 

HotDocs - Field editor
 
  • HotDocs - Field editor
    Field editor
  • HotDocs - Template details
    Template details
  • HotDocs - Interview outline
    Interview outline
  • HotDocs - Document download
    Document download
  • HotDocs - Version control
    Version control
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

32 Reviews of HotDocs

Showing 1-20 of 32

 

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MARK from SIPPEL LAW FIRM PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

FRUSTRATED! ANGRY! IT HAS AN UNBELIEVABLE LEARNING CURVE

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it will work with Eldercounsel as the front end. When I can get it to work, it does a nice document I cannot get word to change easily.

Pros

There is little to like -- when it works, it does allow the document to be created and then you can edit in Word --

Cons

it forces a new mentality that is different from every other merge program and forces too much data entry that is restricted and secretive and non user friendly. It won't work with Word Perfect. If you don't use it daily, you have to retrain yourself. I get inscrutable update messages and am fearful ty try.

Review Source: Capterra

  Response: HotDocs, AbacusNext

Date: July 2018

July 2018

 

We are sorry to hear you are having difficulties. In order to assist you we need to determine if you are using HotDocs via its integration with ElderCounsel, or if you own HotDocs Developer and are designing and building templates using your own content. For HotDocs Developer support, please call 800-828-8328. For ElderCounsel support, please call 888-789-9908.

 

Doug from Legacy Legal, LLC

March 2018

March 2018

Integrated my existing forms into HotDocs

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Pros

Once it's set up, it is SO easy to create work product. Moreover, once you learn how to use the tools, they are easy to use.

Cons

Takes quite a bit of time to learn how to use the tools. While it doesn't take a computer science background, that type of background would probably be helpful.

Review Source: Capterra
 


March 2018

March 2018

I use it with Wealth Counsel and it works seemlessly

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Pros

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

Cons

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

Review Source: Capterra
 

Holly from Simpson Law Firm, LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

time saving

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A lot of time saved in entering client data over and over. Easier to proof read my docs.

Pros

Time saving, carries client info. into all docs, able to mirror husband and wife documents for wills, etc.

Cons

Sometimes takes too long to assemble doc., it may be possible, but I would like to know how to customize a template for docs I use frequently.

Review Source: Capterra
 

Penelope from DuPlain Law
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

I've used hotdocs to transform legal documents into templates used by our firm.

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Pros

I like the software's capabilities. That it is based in BOOLEAN phrases, which are relatively easy to work with.

Cons

At times, figuring out how to get the software to perform as I want is a bit burdensome. But I use the HotDocs forums as a massive resource, and often find my answers there.

Review Source: Capterra
 

Leslie from Doroshow, Pasquale

March 2018

March 2018

Have been a long time HUGE fan of HotDocs.

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Pros

It does everything for you; doesn't change with updates - stays nice and remains consistently productive.

Review Source: Capterra
 

Jeffrey from Attorney at Law

March 2018

March 2018

I have found HotDocs to be incredibly difficult to understand and work with.

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The concept is great, but the implementation is poor; the videos are not much help. I have not found customer service to be of great assistance.

Cons

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.

Review Source: Capterra

  Response: HotDocs, AbacusNext

Date: June 2018

June 2018

 

Dear Jeffrey,
It would be good if we could discuss your particular situation to help us better understand what you are trying to achieve with your templates. We have some video resources available in HotDocs Academy. Are those the videos you are referring to? Please contact us at 800-828-8328 or contact your sales representative so that we can provide you with the help you need.

 

Dawn from Compass Law Firm, PA

March 2018

March 2018

Easy to intergrate with other programs

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Pros

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

Review Source: Capterra
 

Jonathan from Nazette, Marner, Nathanson & Shea, LLP
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Great software, but still needs to improve

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It's really the best software out there for what it does. It just still seems behind the times in terms of connectivity, componentization, and still no HiDPI support.

Pros

It is extremely flexible and can help you craft just about any document that you want. I prefer the desktop version to the cloud version. It just works every time!

Cons

I feel that HotDocs has been stagnating recently. Here are some things that they need to address:
*Easy import/export of answer data to other formats. For example, if I use some other tool such as an online form, it should have the ability to import that data into an answer file.
*It still doesn't support Hi-DPI displays.
*It would be great it if could be more flexible in the storage of answer data. The ability to componentize the fields/answer data would be wonderful. As it stands, each template is limited to only one component file.

Review Source: Capterra
 

Lois from HOGE PARTNERS, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Practicing Family Law with HotDocs makes a world of difference.

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Creating motions, petitions, orders, briefs, and so much more is easy with HotDocs. It would be difficult for us to practice Family Law without it!

Pros

We've been using HotDocs for almost 15 years. We have an enormous amount of time invested in the creation and updating of hundreds of HotDocs templates that help us create a huge variety of critical documents. The product is extremely powerful and flexible.

Cons

The least likable factor about HotDocs is that it has become so expensive over the years.The basic program hasn't changed a lot since then but the cost has become exorbitant. We've been through several changes of HotDocs ownership over the years and the one thing I can count on is that the cost will go up every time. I think you could sell a lot more firms on this product if using it weren't so expensive.

Review Source: Capterra
 

Mark from Kegler, Brown, Hill & Ritter Co., L.P.A.

March 2018

March 2018

HotDocs is easily one of my top 10 successes in 25 years of working in legal I.T.

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Great efficiency.

Pros

HotDocs saves us a lot of time drafting complex documents. The software is well-written, and reliable. It is highly cost-effective.

Cons

HotDocs requires a time investment on the front end, wherein the document construction process must be formally defined and articulated. (To be sure, this task would be common to any effort or tool to automate the construction of complex documents.) HotDocs also requires a fair amount of care and feeding, but not so much because the product requires it but rather because of the base documents and the process change. I recommend that any customer find a HotDocs partner that can assist with building and maintaining the workflows, and base documents.

Review Source: Capterra
 

William from Smallwood Legal

March 2018

March 2018

Easy.

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Pros

Ease of use, quickness to end product. Amount of work that can be done with one set of data entry.

Cons

Lack of customization.

Review Source: Capterra
 

Steve from Longsworth Law LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

HotDocs has allowed our firm to be more productive.

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Pros

After the initial setup of our templates, we have found that the accuracy of the draft documents are better and review process takes far less time.

Cons

While I understand that it may be hard to be fully compatible with every client management software it would be beneficial to allow for the client/contact information to be able to be at the very least imported and exported via .csv file. We currently use Clio for our client management software and it would be great if HotDocs would integrate with Clio.

Review Source: Capterra
 

Julie from Garan Lucow Miller, P.C.

February 2018

February 2018

Too complicated - gave up.

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Pros

It's possible to create very detailed, complicated forms that would really save time if used by the entire firm.

Cons

It was too complex for our needs. We don't use enough standardized forms, and to set up an entire template for each document and attorney is too time-consuming. The software is also pretty expensive.

Review Source: Capterra
 

Daniel from Selzer Gurvitch Attorneys at Law

February 2018

February 2018

Fairly easy to use, complicated to set up initially.

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Pros

It allows us to use outher software to seamlessly create document forms which enables us to work more efficiently and much more quickly.

Cons

Time consuming to set up during initial set up and there is a learning curve for new users. There are many things that could be done to simplify the setup and learning process.

Review Source: Capterra
 

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

February 2018

February 2018

Outstanding document production, fair UI

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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.

Review Source: Capterra
 

Neal from Neal Nusholtz, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

I enjoy using hotdocs, wish i knew more.

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Saves time.

Pros

I like it because it speeds up my work. I can automate documents and I enjoy making the templates.

Cons

I don't always know what I am doing and can't get it to do what I want. Also, there are software glitches that might come from linking it to time matters.

Review Source: Capterra
 

Bruce from L. Bruce Swiren, P.A.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

HotDocs is a real time saver and very easy to use.

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There is a large cost and time savings to my firm. Documents which used to take hours to produce are now done in minutes.

Pros

You just answer the questions presented on the document automation screen and your document is generated for you. Little training is required and the process of preparing pleadings greatly enhanced saving time and expense.

Cons

Programming new templates and questions for presentation can be complex and time consuming. Designing the required questions in order to solicit the right responses in the correct order to produce the desired result can require multiple design refinements.

Review Source: Capterra
 

Ben from Barkow Law Company, PLLC
Number of employees: 1 employee Employees number: 1 employee

February 2018

February 2018

I think there is potential here that I just can't figure out how to unlock.

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Drafting time, although I need to learn more to capitalize on it.

Pros

HotDocs allows me to draft without worrying about any confidential information being left in the documents.

Cons

The HotDocs academy is hard to navigate. There is nothing about the software that seems intuitive even though I am a moderately accomplished user of Word. I feel like I need to spend thousands of dollars in training just to get value out of this software.

Review Source: Capterra
 


February 2018

February 2018

HotDocs is very easy to use and super affordable.

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saving time and money

Pros

The software is very user friendly and easy to figure out. I definitely do not have a developer background, but have been able to teach myself how to architect documents in HotDocs. It was almost impossible to figure out how to architect documents in our previous software without support from our IT department.

Cons

The user interface could use an update... it often feels as though we are using old technology.

Review Source: Capterra