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HotDocs Advance


The Future of Document Automation is Here

With its enterprise-class architecture, HotDocs Advance makes it simple, collaborative, and efficient to create user-friendly templates and to generate perfect documents.

Document Automation  

Advance Enhanced Interface

HotDocs Advance offers a new and intuitive user interface that is ideal for both template authors and template users. Enhancements to the authoring and end-user experience make faster document creation and template authoring possible.

Enhanced Interface

New Template Creation & Management Tools

The new, authoring environment allows multiple template authors to coordinate and work on templates. Powerful new features include a template repository with centralized template creation and management, permissions for individuals and groups based on roles, check-in/check-out functionality, roll-back, and forward publishing.

Template Creation  

User Management & Security

Template managers can efficiently manage the permissions of end-users and groups of users through OpenID Connect (OAuth 2) compliant functionality and Active Directory (AD). All solutions support cloud API security based on industry standard OAuth 2.


Cloud, Desktop, and Hybrid Solutions

End users will enjoy the ease and flexibility that comes with generating documents via browser-based templates in the cloud, on premise, or in a hybrid environment using a variety of devices including PCs, Macs, and tablets.

Cloud Solutions  


Robust APIs enable simple integrations with business systems such as BPM, CRM, DMS, ECM, and e-signature technologies. These APIs also support enhanced management of templates, users, permissions, answer data, document automation, and work items.


Template Migration

HotDocs Advance provides a simple upgrade path from prior versions of compatible HotDocs templates, making the transition as straight forward as possible.

Template Migration  

Simplified Version Control

The streamlined uploading and publishing process is done automatically in the background providing for a faster publishing process. HotDocs Author is used to directly upload and manage published templates in Advance.

Version Control

Customers Love HotDocs!



“It used to take 2-3 days on average to produce a short-term commercial loan, but with HotDocs, we can now generate one within a day, sometimes even within a matter of minutes.”

VP of Credit Services,
Western AgCredit



“We’ve used HotDocs for over 10 years. It’s a great program to develop forms and templates such as letterhead. The end users love it as it’s a simple series of clicks and the custom form/template is completed.”

Kandice Behnke,
Bradley & Riley PC



“Very simple and user-friendly program! Just plug in the info you have and your document is ready for you! Great for simple, straightforward documents you need in a hurry.”

Tiffany Hoyhtya,
Fischer, Rust & Stock, PLLC

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Awards & Accolades

  • 2018 Winner of the Queen’s Awards
    for Enterprise for International Trade
  • Digital Technology Awards -
    International Technology Star
  • Digital Technology Awards -
    Small/Medium Company of the Year
  • Deloitte Fast 500 EMEA for tech companies
  • Scottish Business Awards -
    International Business of the Year
  • Law Office Computing Readers’
    Choice Award for Document Assembly
  • TechnoLawyer Readers’ Choice Award
    for Document Assembly and Automation

With more than 1 million users in 11,000 companies across 60 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