Checkbox's no code software is easy to use in the backend and it creates a clean, user-friendly app for client deployment. I also like how easy it is to add links to external content.

A platform that is easy to use, implement and embed in your business.

What is most attractive is the speed in which an average person, with no prerequisite knowledge, know-how or skill has the ability to build a thoughtful application of value.

It is a very unique tool so is sometimes hard to sell across the business.

We have automated a number of previously manual or error prone tasks quickly using Checkbox and in situations where larger, less flexible incumbent systems have not been able to do so.

Formatting options, while present, are not consistently available across the different elements or blocks.

The Checkbox team has worked closely with us to roll out a very successful solution and assisted with preparing project plans to ensure the project meets the milestones for a successful roll out.

We have found it easy to develop in enabling us to develop prototypes very quickly which helps keep the pace of innovation up in the firm.

Some of the features were limiting but I think that was because we were on the lower level licence.

It's database features are limited, but workarounds are possible.

This is a great piece of technology. There are so many fantastic use cases which assist to addresses challenges for both the business and its clients.

Very responsive support team also helps greatly.

From unpacking complex regulatory questions to assessments and quick compilations of commonly used documents. It is easy to use to deploy apps and the support is great.

In a rapidly changing environment, controlling your own destiny is important.

Unable to put in different languages at the moment; not able to put in pictures and other visuals; not as easy at the moment to integrate to some APIs.

Support from Checkbox - the team are extremely helpful and responsive. They are always looking at the best way to build our apps.

Once you've done some initial training, key functionality is very simple to use and intuitive - the platform is also constantly improving.

The releases always have something interesting in them so they are clearly improving it rapidly.

Extending from the above, is the scalability to help a large audience of end-users with this approach, particularly useful for categories such as pro-bono work.

When people see their ideas come to life so quickly they get inspired. The checkbox support team are fanstastic and the company is moving rapidly.

The overall experience has been extremely positive, the team have been so helpful in ensuring we are making the most out of Checkbox.

Great front end development tool and even better product support.

We can put it in the hands of citizen developers easily, and the developers even like it because it is powerful and extensible.

When there's an error, the specific error could be pointed out or highlighted - would accelerate learning for non tech peeps.

Great tool to organise and automate your workflows.

Amazing team who are always helpful. The Checkbox Certification program is a good self-serve training resource.

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.

Australian Dollar

Checkbox is an award-winning no code platform which allows users to build their own business apps for process automation. Apps are built using Checkbox’s intuitive drag and drop interface, which requires no technical knowledge. This empowers users to create and deploy solutions in hours, not months, without writing a single line of code.

Because Checkbox is truly no-code, users can build and maintain apps without relying on IT or Checkbox as a vendor, providing greater control over development cost and timelines and flexibility to respond to user feedback or process changes.

LongDescription

Document Templates

Cataloging/Categorization

Project Workflow

Surveys & Feedback

User Management

Exceptions Management

Visual Modeling

Operational Risk Management

Customizable Reports

Document Storage

Access Controls/Permissions

Data Storage Management

Activity Tracking

Templates

Digital Signature

Workflow Configuration

Contract/License Management

Legal Risk Management

Policy Management

Electronic Signature

ISO Compliance

Risk Assessment

Approval Process Control

Rules-Based Workflow

Conditional Logic

No-Code

Integrations Management

Customizable Fields

Data Capture and Transfer

Data Import/Export

Risk Management

Process/Workflow Automation

Assessment Management

Email Templates

Risk Reporting

Audit Trail

Version Control

Internal Controls Management

Reputational Risk Management

Configurable Workflow

File Storage

Mobile Access

Dashboard Creation

Risk Scoring

Compliance Management

Pre-Built Modules

Role-Based Permissions

Real-Time Notifications

Forms Management

Graphical Workflow Editor

Workflow Management

Email Management

Activity Dashboard

Alerts/Notifications

Autofill

Data Aggregation and Publishing

Reporting & Statistics

IT Risk Management

Data Visualization

Reminders

Customizable Templates

Business Process Automation

Response Management

Multiple Output Formats

Deployment Management

Document Automation

Dashboard

Audit Management

Alerts/Escalation

Customizable Branding

Sourcing Management

Compliance Tracking

Iteration Management

Reporting/Analytics

For No-Code Development

Batch Processing

Supplier Management

Customizable Dashboard

Customizable Forms

Requisition Management

Contract Drafting

Forms Creation & Design

Incident Management

Data Analysis Tools

Business Process Control

Drag & Drop

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

OSHA Compliance

Document Generation

Functions/Calculations

Real Time Data

Visual Analytics

Decision Tree

HR Management

Employee Onboarding

Application Management

Contact Checkbox for pricing details. A 14-day free trial is available.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

Checkbox

In Person

Live Online

Webinars

Documentation

Videos

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.



Change Management

Periodic Review

Document Capture

Collaboration Tools

Automated Routing

File Recovery

Template Management

Offline Access

File Sharing

Document Review

Interaction Tracking

Multi-Language

Alerts / Escalation

Single Sign On

For Legal Professionals

Quality Control

Multiple Format Support

Secure Data Storage

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

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