HotDocs and Document Agility Announce Partnership

Lindon, UT; Edinburgh, Scotland; and Lake Mary, FL – Jan 27, 2014 – HotDocs, the market leader in document generation, and Document Agility, an enterprise-class document processing platform, today announced a new partnership designed to facilitate complex document generation within Document Agility’s contract management and workflow system.

Document Agility’s cloud-based document processing platform utilizes HotDocs Cloud Services—a hosted document generation platform that enables third parties, such as Document Agility, to embed HotDocs interviews into web pages and business applications. With HotDocs as its document creation engine, Document Agility blends document assembly with collaboration and workflow tools, sophisticated template management, history tracking, and data usage capabilities.

“We strongly believe that HotDocs technology is the optimal way for financial services organizations to create their complex documents” said Ron MacInnis, Document Agility’s CEO. “With HotDocs as the creation engine, we can now offer the financial services industry a contract lifecycle management solution that will create documents faster and more accurately. The speed, scalability and cost-effectiveness of HotDocs Cloud Services make it an ideal way for our solution to bring HotDocs technology to the market.”

Leonard DuCharme, Chief Strategy Officer for HotDocs Corporation, commented, “We are excited to be partnering with Document Agility. The integration of these two technologies creates a complete and sophisticated solution with major benefits for any organization.”

Document Agility’s workflow tools keep the document creation process organized. Its template management tools allow companies to control each user’s ability to access HotDocs interviews and generate documents, and the combined system permits companies to define custom workflows and routing for document work in progress. In addition, data entered into HotDocs interviews can easily be used to trigger actions with a built-in workflow rules system and to create reports with a built-in report module.

About HotDocs

HotDocs is the recognized market leader in document generation software. Having pioneered the document generation concept (sometimes referred to as “document assembly” or “document automation”) in the mid-1980s, HotDocs now serves over 1 million users, including 60% of the legal market for document generation, 20+% of the Fortune 500, and enterprises of every type and size in 42 countries throughout the world. HotDocs Corporation is a wholly owned subsidiary of HotDocs Ltd., which is headquartered in Edinburgh, Scotland.


Marvin Nelson

(801) 615-2200

About Document Agility

Document Agility serves the mid-to-large-sized corporate market providing secure, scalable, cloud-based solutions for automating the creation and management of complex transactional documents. Our solutions help organizations collect data and create documentation faster and more accurately given today’s distributed, mobile and paperless workforces. Document Agility is headquartered in Lake Mary, FL.


Ron MacInnis