HotDocs (document automation

A powerful program that integrates with many business process management systems; better fit for firms that are already technology-oriented

Website

www.hotdocs.com/

Review

https://lawyerist.com/reviews/document-management-automation/hotdocs/ 

Plans / pricing 

  • $25 / user / month

Noteworthy

Previously the biggest and best-known document automation stand-alone software (it was in use by 25 % of firms - ILTA tech survey in 2014. It tends to be better suited for large law firms – but smaller firms with high-volume and document-intense practices could also benefit from it.

The time commitment to creating and maintaining the HotDoc templates can be considerable and is the reason some firms have moved away. And the initial set-up will likely require the use of a knowledgeable consultant.

Features

HotDocs can handle very complex logic within a document (e.g., entering a person’s birthdate can change following parts of the document), rich formatting, math and list-generating capabilities.