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Document Automation for Compliance

For many organizations, the generation of complex legal documentation requires stringent oversight to insure compliance with internal policies and external laws. And a great way to provide this oversight is via document automation, which allows you to build safeguards into the document generation process, enforcing best practices and reducing the risk of human error in documents.


HotDocs, a Best-of-Breed Compliance Vendor

HotDocs has long credentials in the Compliance space, a fact recently acknowledged by CIO Review, which named HotDocs one of the “20 Most Promising Compliance Technology Vendors of 2014.” HotDocs partners, such as LexisNexis and Thomson Reuters use HotDocs in hundreds of different products to shepherd system users toward correct opinions and, in many cases, accurate and compliant documents.


How Does HotDocs Work?

HotDocs allows you to embed business logic into your organization’s documents, (.DOCX/.PDF), transforming them into powerful templates. In use a HotDocs template generates an interactive interview (a sequence of data-gathering forms) that guides users through the process of entering all the information necessary to generate a transactional document. Individual answers can be validated for range, and sophisticated help resources can be designed for individual fields. HotDocs allows you to work on the desktop, on-premise, or in the cloud.



HotDocs includes powerful APIs (SOAP/REST) that enable templates to be integrated into virtually any commercially available web application within your software catalog. Likewise, HotDocs can be integrated into custom web applications, such as BPM-defined workflows or even your organization’s own web pages. Data from existing enterprise storage technologies can be mapped directly into HotDocs interviews and additional data gathered in an interview can be written back out to storage. Resulting documents can be profiled directly into your ECM or document management system.

With more than 1 million users in 11,000 companies across 60 countries,
you’ll be in great company when you deploy HotDocs.

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  • RBS uses HotDocs document automation software
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