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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
Paralegal , Associate , Attorney , Lawyer , Junior Lawyer , Law Clerk , Associate Lawyer
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.
I really appreciate the little touches, like customized numbering, that help me make the checklist that I'm most comfortable with.
The function I dislike the most is the "mark as final" requirement.
I particularly the enjoyed the user friendliness of Closing Folders and the capacity of the program to generate useful legal documentation whether that be signature page packages or closing books.
My only complaint is that I didn't use Closing Folders earlier.
The new features they can continue to add such as the automated variables and sync ability to iManage, DocuSign and OneSpan have greatly improved an already great product.
I also ran into an issue last year where my documents and the signature pages did not match due to a font error.
I really enjoy the fact that there is always a person ready to respond quickly to any question or request for a rush. The support staff I have dealt with have always been responsive and courteous.
I always mention using closing folders to other co-workers if they come to me with something that they are struggling with doing manually.
Mitratech HotDocs
Top FeaturesClosing Folders
Mitratech HotDocs
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Closing Folders
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