Document Assembly Solutions

Ideal for organizations that need to produce large numbers of documents, or that have document quality concern issues, this solution delivers expert Document Assembly Solutions from application design and development through testing and project implementation and beyond. The result is document automation systems that dramatically improve your workflow. Consultants typically begin with a project feasibility study. They then develop specifications for each template and work with your experts to gather documents and business rules. From there, they automate your document preparation process.

The HotDocs Professional Services team doesn’t stop there. They run each system through a comprehensive testing program and are available to provide training and implementation guidance.

Challenge:

An organization needs to produce large numbers of document templates, needs the highest quality document templates, or needs assistance capturing knowledge from subject matter experts (often lawyers) and incorporating it into a document automation system. The organization may be a law firm, a corporation, government agency, insurance agency, or financial institution.

HotDocs Solution:

HotDocs Consultants deliver a best-in-class document automation system that is fully tested, leverages all of the appropriate advanced features of HotDocs software and may even integrate with your existing systems. The results are:

• Consistent documentation without the need for extensive proofreading
• Quick turnaround for documentation to enhance service levels and allow you to produce your document first in a transaction, which allows negotiations to be from your firm’s documents instead of your clients’
• Complex document sets that can easily be produced for varying data for the same transaction

HotDocs Consultants provide experience and maturity as well as a standard methodology that combine to ensure your project will be completed on time and on budget.

Plus, HotDocs Document Assembly Solutions integrate with the systems your organization is accustomed to – including Microsoft Word, WordPerfect, DOCSOpen, iManage, Worldox, and Internet Explorer.