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HotDocs is an integrated stack of technologies that enables the transformation of word-processing documents and graphical (PDF) forms into document-generation process applications and the deployment of these process applications in any environment, including desktop, on-premise, and cloud.

Document modeling in HotDocs can range from simple variable insertion to the formation and insertion of complex, computed variables. Business logic consisting of IF/THEN statements and REPEAT loops can be built into the process application to control the inclusion or exclusion of language blocks. HotDocs includes a variety of other scripting instructions and sets of pre-packaged functions. HotDocs also enables system architects to create custom functions.

In use, a HotDocs process application queries the user for all the information necessary to generate a document (or set of documents) and saves the information in an answer file. The application then uses the saved information to assemble a custom version of the document, inserting and formatting variable information, inserting the right clauses based on transactional conditions, and inserting correct pronouns and verbs.


The HotDocs technology stack includes a logic core, a set of development tools, platforms for deploying process applications in any environment, and a wide range of user-layer technologies (web applications for consuming HotDocs process applications).

Logic Core

At the base of the HotDocs stack is a logic core, which consists of 1 million+ lines of code. The logic core enables HotDocs to handle the modeling complexities of documents and forms of any complexity and any length.

HotDocs Developer

HotDocs Developer is a document-generation-process-modeling environment that allows a system architect to build business logic into a document. HotDocs Developer, likewise, allows a system architect to design interviews (sequences of interactive data-gathering forms) that gather all the information necessary to generate the underlying document or documents. In combination, a modeled document and its accompanying interview are the two parts of a document generation process application.

HotDocs Developer works within commercially available word processors (Word/WordPerfect).  This approach is useful for organizations that want to retain all the formatting attributes currently used in its word processing documents, including font faces, columns, pagination elements, etc.

HotDocs includes a development environment for the automation of PDF-based graphical forms (fields, check boxes, etc.). HotDocs allows for shared components among any number of documents, meaning all the Word documents, WordPerfect documents, and PDF-based forms in a set can be generated from a single answer file.

HotDocs Platforms

The HotDocs stack includes platforms for desktop, client/server (on-premise), and cloud deployment of HotDocs document-generation process applications. Multiple third-party developers build their own technologies on the HotDocs desktop API. HotDocs Server

is designed for on-premise, server-based document generation.  HotDocs Core Services is a multi-tenant, cloud version of HotDocs Server designed for enterprises that want to forego the upfront cost and upkeep of HotDocs Server.

HotDocs User-Layer Technologies

HotDocs provides multiple off-the-shelf applications for using HotDocs process applications, including a standard desktop application and several browser applications.


What is now HotDocs Corporation began as a research project in the mid-1970s at Brigham Young University Law School.  Funded at the time by West Publishing, the project began as a code base, developed for the VAX mainframe computer running the VMS operating system. In the late 1980s, the project became commercial with the founding of Capsoft Development by Marshall Morrise. Capsoft Development licensed the technology from BYU and ported the code base into DOS. A few years later, the technology was re-birthed as HotDocs, a Windows-based version that reflected many of the original feature sets from the old VAX version.

Version 1 of HotDocs was released in 1993. Graphical forms functionality was added in 1996. In 1998, HotDocs Corporation was purchased by Matthew Bender. HotDocs Corporation became the property of LexisNexis in in 1999, when LexisNexis bought Matthew Bender. In 2009, Capsoft UK, the largest independent reseller of HotDocs software, bought the HotDocs business from LexisNexis.


  • HotDocs Developer—used to transform documents and forms into process applications.
  • HotDocs User—a desktop application for organizing and accessing templates built with HotDocs Developer.
  • HotDocs Server—designed for server-based deployment of HotDocs process applications.
  • HotDocs Document Services—launched in January 2012, a cloud-based SaaS (Software-as-a-Service)product which allows law firms and other entities already using HotDocs to transition from the desktop to the internet for document production.
  • HotDocs Core Services—scheduled for release in 2013. Core Services is designed to extend browser-based document generation to small-to-medium enterprises.

New Developments

In October 2011, HotDocs announced that its software would be deployed to 15,000 members of the U.S. Department of Justice. The company also entered into a partnership with Thomson Reuters to provide the technology platform for Interactive Decision Tools on Checkpoint, a research and analysis tool for tax lawyers and accountancy firms.

In January 2012, HotDocs released HotDocs Document Services, a software-as-a-service (SaaS) application designed to extend browser-based document generation to small-to-medium sized law firms. 

With more than 1,000,000 users in 7,000 companies across 50 different countries,
you’ll be in great company when you deploy HotDocs.

  • RBS uses HotDocs document automation software
  • XL Insurance uses HotDocs document assembly software
  • Orrick, Herrington & Sutcliffe uses HotDocs document assembly software
  • ECE
  • Lockmann Krane uses HotDocs document automation software
  • Caltrans uses HotDocs document assembly software