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Cloud Services


A Hosted Document Automation Platform

HotDocs Cloud Services enables you to have the industry’s leading, browser-based, document automation technology without the upfront cost of buying software and the ongoing expense of managing it.


Embedded Interviews

HotDocs Cloud Services enables you to embed HotDocs interviews (wizard-like sequences of data-gathering forms) in your own web pages or business applications and to generate virtually error-free, transactional documents (contracts, agreements, wills, trusts, etc.) on a subscription basis.


Perfect Documents In Seconds

System users enter data into HotDocs interviews by keying in the data, importing data from enterprise storage systems, or a combination of both. Not only does this approach to document automation yield much higher quality documents, it also dramatically speeds up the process while reducing the expense.


Custom User Experience

With HotDocs Cloud Services, you can provide a custom, document-generation user experience within your own environments, including web pages and web applications.


How Does Cloud Services Work?

First, you transform a document into a template (HotDocs Developer). Then you embed the template’s interview into a web page or business application using one of Cloud Services’ APIs. When a user enters transactional data into the interview, Cloud Services uses the data to produce a finished document. Cloud Services then makes this finished document available to your business application.



The quickest way to integrate a HotDocs interview into your own web site or a web-based business application is with HotDocs Embedded, a REST web service that embeds a fully-functional HotDocs interview within a frame on the host page. For organizations that want tighter integrations, Cloud Services includes additional web services that allow interviews to be placed directly in host web pages without the use of frames.


Who Uses HotDocs Cloud Services?

HotDocs Cloud Services could be used by any organization, large or small, that needs browser-based document automation, would prefer a hosted (subscription-based) solution, and wants to integrate HotDocs interviews into its existing web applications.

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
  • 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