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The HotDocs Global Services team includes experienced lawyers, project managers, and software engineers committed to assist you with your HotDocs projects. HotDocs document generation solutions integrate with your organization's existing systems including your document management system, client/case management system, SharePoint or custom data sources.

Our consultants can help you organize and mark up your documents, convert those documents into templates, and design a HotDocs interview for each template, all the while using best practices to take full advantage of HotDocs features and functions. With over 60 years of collective experience in document generation process automation in many different industries, our consultants have the know-how and the technical expertise to build a HotDocs system that maximizes your efficiency and ROI.

Team members are available for consultation in the following areas:

  • System Integration
  • Template Development
  • Custom HotDocs Training
  • Project Management

We are happy to work with you to review your current business processes and define requirements for your own HotDocs system. Contact a HotDocs sales representative for more information and to discuss your specific needs.

Contact HotDocs or call (800) 500-3627 to find out how our Consulting Services can benefit you.



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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