HotDocs Features

HotDocs

Template-driven, automated document & form assembly software

4.27/5 (33 reviews)

HotDocs Feature Summary

  • Document delivery
  • Approval process management
  • Multi-language
  • Application integration
  • Document storage
  • Customizable templates
  • Customizable fields
  • Template management

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Document Storage (113 other apps)
Drag & Drop Interface (96 other apps)
File Management (86 other apps)
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HotDocs Feature Reviews

25 reviewers had the following to say about HotDocs's features:

Steve Unger

HotDocs has allowed our firm to be more productive.

2018-03-02

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Gordon Bailey

Outstanding document production, fair UI

2018-02-28

Document automation saves time and reduces errors.

Pros

I've also prepared some documents in WordPerfect and it seems entirely capable with that as well.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

simple and fast

2018-02-18

Pros

I used HotDocs to compile some files, very simple and easy to use, the interface is intuitive.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 501-1000 employees)

HotDocs is very easy to use and super affordable.

2018-02-27

saving time and money

Pros

I definitely do not have a developer background, but have been able to teach myself how to architect documents in HotDocs.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
christine aberg

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

2018-02-27

accuracy and uniformity in preparing documents

Pros

as above - easy to use and reliable.

Cons

I also don't like the storage on the local drive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jonathan Schmidt

Great software, but still needs to improve

2018-03-03

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.

Pros

It is extremely flexible and can help you craft just about any document that you want.

Cons

*It would be great it if could be more flexible in the storage of answer data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Bruce Swiren

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

2018-02-27

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

Pros

You just answer the questions presented on the document automation screen and your document is generated for you.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Slonim

Good functionality, and once implemented, easy to use

2018-02-27

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tiffany Hoyhtya

Simple & Easy to Use!

2016-12-07

I used this program to compile legal probate documents and it was a great tool!

Rating breakdown

Ease of use
Features
Source: Capterra
Helpful?   Yes   No
Read more
MARK SIPPEL

FRUSTRATED! ANGRY! IT HAS AN UNBELIEVABLE LEARNING CURVE

2018-04-24

When I can get it to work, it does a nice document I cannot get word to change easily.

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

I get inscrutable update messages and am fearful ty try.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No

Response from HotDocs


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.

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Anonymous
A verified reviewer

I use it with Wealth Counsel and it works seemlessly

2018-03-06

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Mark Manoukian

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

2018-03-02

Great efficiency.

Pros

HotDocs saves us a lot of time drafting complex documents. The software is well-written, and reliable.

Cons

HotDocs requires a time investment on the front end, wherein the document construction process must be formally defined and articulated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Holly Simpson

time saving

2018-03-06

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kenneth Henry

A very positive experience. Excellent documents

2018-02-27

Convenience and ease of producing documents

Pros

It if very comprehensive-regarding surrogates courts and real estate documents. The tax forms are wonderful and helpful .

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
James Gavin

Great time saver

2016-06-30

Many hours were spent creating then proof reading these documents. We purchased Hotdocs and the difference in time spent on producing documents is amazing.

Pros

Once we created our templates every document we produce is 100% accurate.

Cons

It can be tricky to get the hang of.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering HotDocs

Take the time to learn all that it can do.

Source: Capterra
Helpful?   Yes   No
Read more
Doug Coe

Integrated my existing forms into HotDocs

2018-03-06

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Savage

Best Product for Document Automation

2016-11-10

The quintessential software for document automation.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering HotDocs

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.

Source: Capterra
Helpful?   Yes   No
Read more
Lois Mauk

Practicing Family Law with HotDocs makes a world of difference.

2018-03-02

Creating motions, petitions, orders, briefs, and so much more is easy with HotDocs.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-02-27

Ease in drafting documents... biggest value for me.

Pros

I do not need to switch if I am creating for my client both estate planning documents and business transaction documents.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Susana Valiente

Love it!

2018-07-24

Pros

The assembling of documents is so smooth there is hardly no chance to make a mistake when filling it out.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ben Barkow

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

2018-02-27

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Dawn Thompson

Easy to intergrate with other programs

2018-03-03

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Neal Nusholtz

I enjoy using hotdocs, wish i knew more.

2018-02-27

Saves time.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie Podgorski

Too complicated - gave up.

2018-02-28

Pros

It's possible to create very detailed, complicated forms that would really save time if used by the entire firm.

Cons

We don't use enough standardized forms, and to set up an entire template for each document and attorney is too time-consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel Parzow

Fairly easy to use, complicated to set up initially.

2018-02-28

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more