Who Uses This Software?

Large law firms, commercial banks, insurance providers, government agencies, corporate legal departments. Any organisation with the requirement to produce accurate standardised documents.


Average Ratings

38 Reviews

  • 4 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • AbacusNext
  • www.hotdocs.com
  • Founded 1993
  • United Kingdom

About HotDocs - Document Automation

HotDocs is the global market leader in document automation software, with more than one million end users in 11,500 organisations across the world. Automating the production of documents provides stringent control of document content, while allowing users to vastly decrease the time taken to create business-critical documentation, from days and hours to minutes and seconds.


HotDocs - Document Automation Features

  • Archiving & Retention
  • Automated Routing
  • Change Management
  • Compliance Management
  • Electronic Signature
  • Escalation Management
  • Periodic Review
  • Version Control
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

HotDocs - Document Automation Reviews Recently Reviewed!


HotDocs Developer 11 - Ease of Use

Oct 05, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Our firm works on a vast amount of forms that are specific to our individual clients needs - these are not fill-in forms, but documents ranging from 1 single page to 100+ pages. We use a sometimes complicated Answer File whereby HotDocs lets us quickly assemble a single document or multiple documents - I sometimes do 20 or more documents at a time. The amount of time that is saved being able to use HotDocs for this document assembly process is phenomenal.

Cons: If the answer to a variable is not readily available some end-users would like there to be a prompt on the draft document indicating what fields/questions have been left blank. For the person filling in the answer file those unanswered questions are known at the end of the answer file, but after assembly these documents are passed on for further editing and review and a reminder of what information was not available at the time of assembly would be helpful.

Overall: I have been working in HotDocs for the past 11 years, as a user and a coder. To be able to use this program to assemble our documents saves an incredible amount of time. I have had to enter in repetitive information on a set of 25 documents many times over the years, but being able to use HotDocs has been a great improvement and a fantastic time saver. Over the years, I have been able to increase the amount of client documents used through HotDocs and gained the interest of several other departments.

Capterra loader

Outstanding document production, fair UI

Feb 27, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This product's integration with Microsoft Word is outstanding. It is a fantastic scripting tool for document generation. I've also prepared some documents in WordPerfect and it seems entirely capable with that as well.

Cons: Hands down, the data entry interview is crude at best. It is probably ok for a developer who has never worked with another UI, but the "automation" it provides comes at a steep price - loss of control. If you want truly professional user interfaces, you'll have to write the front-end in some other language, write an "answer file" HotDocs can understand (which is not hard, it is very basic XML) and then let HotDocs work its magic to assemble the language in Word. When used that way, HotDocs is very powerful and flexible. When used in its native UI, it is fairly inflexible.

Overall: Document automation saves time and reduces errors. I've found HotDocs to be extremely reliable, stable, and bug-free.

Capterra loader

Great software, but still needs to improve

Mar 03, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is extremely flexible and can help you craft just about any document that you want. I prefer the desktop version to the cloud version. It just works every time!

Cons: I feel that HotDocs has been stagnating recently. Here are some things that they need to address:

*Easy import/export of answer data to other formats. For example, if I use some other tool such as an online form, it should have the ability to import that data into an answer file.

*It still doesn't support Hi-DPI displays.

*It would be great it if could be more flexible in the storage of answer data. The ability to componentize the fields/answer data would be wonderful. As it stands, each template is limited to only one component file.

Overall: It's really the best software out there for what it does. It just still seems behind the times in terms of connectivity, componentization, and still no HiDPI support.

Practicing Family Law with HotDocs makes a world of difference.

Mar 02, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: We've been using HotDocs for almost 15 years. We have an enormous amount of time invested in the creation and updating of hundreds of HotDocs templates that help us create a huge variety of critical documents. The product is extremely powerful and flexible.

Cons: The least likable factor about HotDocs is that it has become so expensive over the years.The basic program hasn't changed a lot since then but the cost has become exorbitant. We've been through several changes of HotDocs ownership over the years and the one thing I can count on is that the cost will go up every time. I think you could sell a lot more firms on this product if using it weren't so expensive.

Overall: Creating motions, petitions, orders, briefs, and so much more is easy with HotDocs. It would be difficult for us to practice Family Law without it!

Overall, it's a helpful tool for drafting my documents.

Feb 27, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I enjoy being able to address both areas of my legal practice in the same program. I do not need to switch if I am creating for my client both estate planning documents and business transaction documents.

Cons: Most challenging is learning how to create new Hot Doc templates. Maybe I'm too busy in my legal practice, but I do not have time to devote to learning the ins and outs, and therefore am forced to pay an admin person to create any new forms I'd like. If it were more user intuitive, I know I would have MANY more documents created under the software and get even more productivity out of the program.

Overall: Ease in drafting documents... biggest value for me. A lot of my practice is tailoring forms to my clients needs and wishes, and having the basic form available in HotDocs is a big help.

HotDocs is easily one of my top 10 successes in 25 years of working in legal I.T.

Mar 02, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: HotDocs saves us a lot of time drafting complex documents. The software is well-written, and reliable. It is highly cost-effective.

Cons: HotDocs requires a time investment on the front end, wherein the document construction process must be formally defined and articulated. (To be sure, this task would be common to any effort or tool to automate the construction of complex documents.) HotDocs also requires a fair amount of care and feeding, but not so much because the product requires it but rather because of the base documents and the process change. I recommend that any customer find a HotDocs partner that can assist with building and maintaining the workflows, and base documents.

Overall: Great efficiency.

Best Product for Document Automation

Nov 10, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Huge time saver

Generate documents in fractions of the time

Cons: Takes time to create templates

Must have extensive knowledge of word

Take time to learn how to use the software

Overall: The quintessential software for document automation. One of the best software (if not the best) for this purpose. It can take some time to learn all the available features to use in document creation but once start to understand the basics then you can start to unlock the true potential for this software. Very robust and the possibilities are endless. Generating documents and pleadings now take a fraction of the time they normally would using any other software. I highly recommend this product.

Recommendations to other buyers: Take your time to read the manual extensively before you begin creating templates. Once you think you have found all the available features you always are discovering more.

HotDocs is a real time saver and very easy to use.

Feb 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: You just answer the questions presented on the document automation screen and your document is generated for you. Little training is required and the process of preparing pleadings greatly enhanced saving time and expense.

Cons: Programming new templates and questions for presentation can be complex and time consuming. Designing the required questions in order to solicit the right responses in the correct order to produce the desired result can require multiple design refinements.

Overall: There is a large cost and time savings to my firm. Documents which used to take hours to produce are now done in minutes.

it meets our needs, is updated frequently and easy to use

Feb 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: as above - easy to use and reliable. it is always current and is specific to our needs regarding trust administration

Cons: I wish the answer files could be networked so everyone could have access. 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

Overall: accuracy and uniformity in preparing documents

HotDocs is very easy to use and super affordable.

Feb 27, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The software is very user friendly and easy to figure out. I definitely do not have a developer background, but have been able to teach myself how to architect documents in HotDocs. It was almost impossible to figure out how to architect documents in our previous software without support from our IT department.

Cons: The user interface could use an update... it often feels as though we are using old technology.

Overall: saving time and money

Great software for automation.

Oct 03, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It makes very complex form automation possible. The price of a developer license is very reasonable compared to the hours saved by using automated forms.

Cons: It needs an update for hi-res screen use. Better (or at least easier) interaction with MS OneDrive would be useful.

I have found HotDocs to be incredibly difficult to understand and work with.

Mar 05, 2018
2/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: The concept is great, but the implementation is poor; the videos are not much help. I have not found customer service to be of great assistance.

Cons: 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.

Vendor Response

by AbacusNext on June 28, 2018

Dear Jeffrey,
It would be good if we could discuss your particular situation to help us better understand what you are trying to achieve with your templates. We have some video resources available in HotDocs Academy. Are those the videos you are referring to? Please contact us at 800-828-8328 or contact your sales representative so that we can provide you with the help you need.

Capterra loader

A great idea and certainly something that a company could deliver a quality product.

Oct 16, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: - It is powerful and can do a lot.

- It allows us to have a robust interview that generates templated documents

- The software generally works, though it has some shortcomings which are not easily solved.

Cons: - The company is about one thing: how much money can they get out of your firm. I received 4 sales calls in one week to get us to upgrade or change or whatever. They call other people in my firm who then refer the calls to me. If they redirected some of their sales staff to make the product better, it would be better for everyone!

- It lacks a robust network of developers that work with it. We struggled to find qualified providers that could help us develop interviews and templates.

- It has a dizzying array of different product editions, two different SAAS products, a desktop product which comes in different versions.

Love it!

Jul 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so amazing to use. The assembling of documents is so smooth there is hardly no chance to make a mistake when filling it out. It can be customized to each company's need. Data entry is very easy.

Cons: No issues until now. Very reliable and it reduces so many weeks. Feel comfortable using it. Very nice software.

Ease of use

Sep 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very reliable and compatible with our needs

Cons: Cannot say, we have had no issues. The install was great

Overall: Works with our Cal Wills and Trusts program wonderfully!

Capterra loader

Good functionality, and once implemented, easy to use

Feb 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Allows a certain amount of flexibility with master documents while having a fairly low learning curve on the user side.

Cons: Software coding functionality within the word documents can be cumbersome to implement. It can be hard to go down certain logic paths without a lot of workaround.

Easy to intergrate with other programs

Mar 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Ease of use with other programs, customer service is very responsive, and documents look professional and clean.

Have been a long time HUGE fan of HotDocs.

Mar 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It does everything for you; doesn't change with updates - stays nice and remains consistently productive.

A very positive experience. Excellent documents

Feb 27, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It if very comprehensive-regarding surrogates courts and real estate documents. The tax forms are wonderful and helpful . The tax forms are up to date. The tech support is best of any software I have ever used.

Cons: Especially in the real estate have to enter the same information too many times. The forms must have been developed over time and to make them backward compatible the software makes you re enter data.

Overall: Convenience and ease of producing documents

Great software for any document assembly needs

Sep 21, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very flexable, no matter how complex the document is you can build the template in hotdocs. The interview is also great, being able to control what the user sees depending on inputs makes the program very easy to use for the end user. Also, the help page is incredibly helpful, I hope people are using it because it is nothing like the usual help page programs have.

Cons: Rather steep learning curve. Took me a couple of weeks to get the hang of it, and the built in functions are hard to find without the help feature. Once you have them memorized its great though. I imagine it will take me a few more months to master the program.

Overall: We are drafting legal documents with complex interviews in minutes, saving hours of drafting every day.

Great time saver

Jun 30, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Once we created our templates every document we produce is 100% accurate. The whole process is a lot quicker now as well.

Cons: It can be tricky to get the hang of.

Overall: We have to produce a large number of purchase agreements and contracts. Many hours were spent creating then proof reading these documents. We purchased Hotdocs and the difference in time spent on producing documents is amazing.

Recommendations to other buyers: Take the time to learn all that it can do.

HotDocs has allowed our firm to be more productive.

Mar 02, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: After the initial setup of our templates, we have found that the accuracy of the draft documents are better and review process takes far less time.

Cons: While I understand that it may be hard to be fully compatible with every client management software it would be beneficial to allow for the client/contact information to be able to be at the very least imported and exported via .csv file. We currently use Clio for our client management software and it would be great if HotDocs would integrate with Clio.

FRUSTRATED! ANGRY! IT HAS AN UNBELIEVABLE LEARNING CURVE

Apr 24, 2018
2/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: There is little to like -- when it works, it does allow the document to be created and then you can edit in Word --

Cons: it forces a new mentality that is different from every other merge program and forces too much data entry that is restricted and secretive and non user friendly. It won't work with Word Perfect. If you don't use it daily, you have to retrain yourself. I get inscrutable update messages and am fearful ty try.

Overall: it will work with Eldercounsel as the front end. When I can get it to work, it does a nice document I cannot get word to change easily.

Vendor Response

by AbacusNext on July 02, 2018

We are sorry to hear you are having difficulties. In order to assist you we need to determine if you are using HotDocs via its integration with ElderCounsel, or if you own HotDocs Developer and are designing and building templates using your own content. For HotDocs Developer support, please call 800-828-8328. For ElderCounsel support, please call 888-789-9908.

Capterra loader

HotDocs - just okay

Oct 25, 2018
2/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 5.0/10 Not
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Pros: It's great that we can keep all of our companies needed documents on one software that is accessible to everyone at our Firm.

Cons: It's just not very comprehensive. It's a clunky software, and I think there are probably may software companies out there that have a similar product. Nothing is that special or outstanding about this one!

Overall: I simply use this product, I have never needed to contact the HotDocs team for assistance (our IT department works with them).

I enjoy using hotdocs, wish i knew more.

Feb 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like it because it speeds up my work. I can automate documents and I enjoy making the templates.

Cons: I don't always know what I am doing and can't get it to do what I want. Also, there are software glitches that might come from linking it to time matters.

Overall: Saves time.

I use it with Wealth Counsel and it works seemlessly

Mar 06, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money

Pros: I love the integration with Wealth Counsel and the customization that it allows with the word documents I produce for estate plans.

Cons: Navigating the menus can be difficult. However, I use them so infrequently that this may just be a function of my lack of use.

Easy.

Mar 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: Ease of use, quickness to end product. Amount of work that can be done with one set of data entry.

Cons: Lack of customization.

Integrated my existing forms into HotDocs

Mar 06, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Once it's set up, it is SO easy to create work product. Moreover, once you learn how to use the tools, they are easy to use.

Cons: Takes quite a bit of time to learn how to use the tools. While it doesn't take a computer science background, that type of background would probably be helpful.

I think there is potential here that I just can't figure out how to unlock.

Feb 27, 2018
3/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: HotDocs allows me to draft without worrying about any confidential information being left in the documents.

Cons: The HotDocs academy is hard to navigate. There is nothing about the software that seems intuitive even though I am a moderately accomplished user of Word. I feel like I need to spend thousands of dollars in training just to get value out of this software.

Overall: Drafting time, although I need to learn more to capitalize on it.

time saving

Mar 05, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Time saving, carries client info. into all docs, able to mirror husband and wife documents for wills, etc.

Cons: Sometimes takes too long to assemble doc., it may be possible, but I would like to know how to customize a template for docs I use frequently.

Overall: A lot of time saved in entering client data over and over. Easier to proof read my docs.

Fairly easy to use, complicated to set up initially.

Feb 27, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: It allows us to use outher software to seamlessly create document forms which enables us to work more efficiently and much more quickly.

Cons: Time consuming to set up during initial set up and there is a learning curve for new users. There are many things that could be done to simplify the setup and learning process.

Too complicated - gave up.

Feb 27, 2018
3/5
Overall

1 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: It's possible to create very detailed, complicated forms that would really save time if used by the entire firm.

Cons: It was too complex for our needs. We don't use enough standardized forms, and to set up an entire template for each document and attorney is too time-consuming. The software is also pretty expensive.

UI Holds it back

Apr 14, 2017
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

Comments: Disclaimer: I am not the purchaser and have not interacted with customer support personally. I am simply an end user.

I have been using this software for a couple of years now. If there were more flexibility with the end user to be able to manipulate the field questions and links, it'd be a fantastic product. The need to switch between multiple applications keeps the maintenance end of it more siloed here, preventing those who are actually using it from understanding how it works and ways to improve it.

Can be challenging

Apr 20, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Comments: We've used Hotdocs for over 10 years. It's a great program to develop forms and templates such as letterhead. The end users love it as it's a simple series of clicks and the custom form/template is completed. It is a challenge though for developing those forms/templates as it is similar to coding at times. I'm not an IT person but I've learned how to make changes to forms/templates but I've never started one from scratch.

We use HotDocs to create templates for our estate planning group of attorneys/staff.

Feb 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the fact that it is relatively easy to use from a developer standpoint, but even easier to use from a user standpoint.

simple and fast

Feb 17, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I used HotDocs to compile some files, very simple and easy to use, the interface is intuitive. It doesn't need a lot of work, it gives you your documents straightforward.

Cons: Worked for me like a charm, so I don't have any con to share, but depending on your use case and your specific need you may find them, the best way is to try it and evaluate.

Simple & Easy to Use!

Dec 07, 2016
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

Comments: I used this program to compile legal probate documents and it was a great tool! Very simple and user-friendly program! Just plug in the info you have and your document is ready for you! Great for simple, straightforward documents you need in a hurry.

I've used hotdocs to transform legal documents into templates used by our firm.

Mar 05, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I like the software's capabilities. That it is based in BOOLEAN phrases, which are relatively easy to work with.

Cons: At times, figuring out how to get the software to perform as I want is a bit burdensome. But I use the HotDocs forums as a massive resource, and often find my answers there.