The ability to check out files/folders and work off line is great for me when I need to work away from an internet connection.

Correct implementation with over 100 users becomes difficult.

Better management of our data. Team is more productive and efficient.

The support team is what has enhanced my overall experience.

Even then, the updates almost never go straight forward. One personal thing I hate is that 12d Synergy always opens on the same screen/location and it doesn't set to the screen I close it on.

Lack of detailed analytical data available on users, projects accessed etc.

Combined with scaling our team up geographically, the ease that accompanied the installation of the FRS to assist our remote users is refreshing.

Integrated workflows and tasks allow our project managers to keep track of job progress.

Many bugs with V3 crashes due to SQL being full (company IT associated) but still an issue. Lost productivity due to the crashes.

User friendly and uncluttered interface. Manages bandwidth very well.

Having to download another program just to force it to open where I want it to is frustrating.

Supplied training documents and videos help with new staff members.

Publishing and Issuing files to clients, and being able to track files leaving the office. Excellent support, and the development team are open to feature requests.

The ability to manage 12d model projects in an easy to use document management system.

It is very smart with synchronising data and minimises how much data you need to transfer.

I have been using 12d Synergy with very large data sets and its speed and stability is excellent. The user interface makes it very clear who has what checked out.

Overall experience is very positive. I only have good things to say about [SENSITIVE CONTENT HIDDEN] and the 12dS team.

Most User Friendly and Reliable Document Management System.

If something doesn't work the way you want it to, or you think there's a feature that should be included, ask and you shall receive has been our experience. Customer service is amazing.

The support is very helpful and responsive to issues when encountered and are easy to deal with.

Interface, especially in the latest version, is user friendly. Saves a lot of time once set up properly.

Email filing is fast and efficient, and with 12d Synergy's search function we're able to find what we're looking for without wasting time. Works well hosted in a cloud server.

The ability to manage and collaborate projects designed in 12d Model is not currently possible by any other collaboration package.

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.

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.

US Dollar

12d Synergy is a cloud-based solution designed to help engineers, architects and construction professionals automate processes related to project collaboration and document management. Key features include contact management, version control, access controls/permissions, document storage and task management.


Teams using 12d Synergy can extract project information from users' mailboxes and store them in a unified database. With email tracking capabilities, the platform allows businesses to locate project data, contact details and media attachments embedded in emails. Additionally, staff members can arrange documents based on custom naming rules, batch routines and simplified searching functionality.     


12d Synergy comes with customizable job templates, which enables enterprises to modify workflows, tasks and more, helping automate job creation processes. Using the Layout Editor, teams can import, edit and detect layout attributes for managing CAD drawings and DWG files. The product extends support via documentation, phone and email. 



LongDescription

File Management

Commenting/Notes

Document Templates

Project Workflow

Messaging

Status Tracking

Master Data Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Shared Inboxes

Progress Tracking

Task Scheduling

SSL Security

Single Sign On

Project Planning/Scheduling

Project Management

Task Planning

Approval Process Control

eDiscovery

Real Time Synchronization

Projections

Communication Management

Document Capture

Resource Management

Collaboration Tools

Automated Routing

Assignment Management

File Recovery

Full Text Search

Template Management

Data Import/Export

Offline Access

Risk Management

File Transfer

Testing/QA Management

File Conversion

Document Classification

Contact Management

Audit Trail

Version Control

Revision History

Data Quality Control

Mobile Access

Version Comparison

Discussions/Forums

Issue Management

Encryption

Spreadsheet View

Role-Based Permissions

Workflow Management

Email Management

Percent-Complete Tracking

File Sharing

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Task Editing/Updating

Version Rollback

Document Check-in/Check-out

For Engineering Documents

Quality Control

Reporting/Project Tracking

Chat/Messaging

Customizable Templates

Document Review

Issue Tracking

Document Automation

Create Subtasks

Match & Merge

Data Recovery

Audit Management

Metadata Management

To-Do List

Compliance Tracking

Reporting/Analytics

Parent Task

Prioritization

Remote Access/Control

Backup and Recovery

Task Tagging

Import Tasks

Drag & Drop

Secure Data Storage

Project Planning

Task Progress Tracking

Archiving & Retention

Third Party Integrations

Task Management

Document Management

@mentions

Indexing

Document Generation

Search/Filter

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

12d Synergy

In Person

Live Online

Webinars

Documentation

Videos

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.



Templates

Change Management

Electronic Signature

Periodic Review

Customizable Fields

Process/Workflow Automation

Compliance Management

Multiple Output Formats

Interaction Tracking

Multi-Language

Alerts / Escalation

Batch Processing

For Legal Professionals

Multiple Format Support

Customizable Branding

Customizable Forms

Contract Drafting

Third-Party Integrations

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

12d Synergy vs HotDocs

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