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Mitratech HotDocs is used across banking, legal, financial and government institutes. It integrates with various business applications, such as CRM, governance, risk and compliance management and more
Electronic discovery tool for all businesses with features such as customized productions, team analytics, audio transcriptions, data visualization, native viewing, predictive coding and more.
Also, the help page is incredibly helpful, I hope people are using it because it is nothing like the usual help page programs have.
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 love the integration with Wealth Counsel and the customization that it allows with the word documents I produce for estate plans.
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.
It if very comprehensive-regarding surrogates courts and real estate documents. The tax forms are wonderful and helpful.
If you don't use it daily, you have to retrain yourself. I get inscrutable update messages and am fearful ty try.
Ease of use with other programs, customer service is very responsive, and documents look professional and clean.
Also recently developed author has many restrictions and lack features which are often used in developer.
It’s clean, it has easily accessible metadata search capabilities, and the document review window just looks great. I also love the outlines on it.
The only problem has been I think the login screen has too many steps.
My experience has been exciting with Everlaw. It's rare to find a program with such great customer service and always has someone available to assist at all times for any question or matter.
The only downside is that the software cannot accommodate large PDFs.
Customer service has been amazing! training has been amazing! transition from previous software to Everlaw as been easier than other products may be.
As an administrator, it can be frustrating that I can't see the searches performed by other users. I don't like that other users have to share their searches with me in order for me to see them.
I product the demo for clients. It’s easy to get them excited about it They really like the self processing feature.
I don't like that it loads empty container files and makes them part of the database.
Jonathan K: My name's Jonathan. I work for a nonprofit called Advocates for Community Alternatives as the executive director, and I would give Everlaw a five out of five. We didn't have a document management system before Everlaw. We were just managing documents kind of in an ad hoc way using folders on our desktop, and we took on a job that required us to manage tens of thousands of documents, and we knew we needed a system that was going to manage it a lot better. So that's why we went looking for a document management platform, and we found Everlaw. Honestly, the main reason we looked at Everlaw was that we heard that they had a program to provide their system free of charge to nonprofits that were championing worthy causes. And so we got in contact with their product management team and started the discussion. Once we had agreed with Everlaw on the terms of the license, it was pretty smooth. They had a great help team, a customer service team that was ready to walk me through installation, getting the documents uploaded onto the platform, sharing permissions with different people within the organization. And then we were even working with local partners in a very poor and low technology country in West Africa, and they were willing to talk and work with them on solutions for getting access to the platform when the network wasn't good and things like that. So it was pretty smooth and they had great support. I think that the basic features of Everlaw, organizing, searching, commenting, highlighting, categorizing tagging, are all pretty straightforward. I don't think that anyone who's familiar with document management systems would find Everlaw to be difficult. I found that it was all set up very well in a pretty intuitive and user-friendly way. There's a lot of kind of advanced features that we never had the chance to use, and I wish that we had had the time and the foresight and the team to work on them. There's predictive learning, predictive coding. There's various forms of document and data presentation that we really didn't dig into, and in a different job probably would've been helpful. So I would say that you don't really need to plan and use Everlaw for the basic stuff, but if you think you want to use Everlaw to create presentations that need to go to third parties to analyze data in a way that's not as manual as we used it, then you should really think carefully about that. Look into it. Use the customer service function more extensively than we did.
Mitratech HotDocs
Everlaw
Top FeaturesMitratech HotDocs
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Everlaw
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