HotDocs

Affinity Consulting is proud to be a Platinum Partner with HotDocs, the market leader in document automation and assembly technology.

As a Platinum Partner, Affinity Consulting is qualified to assist you with all phases of your document automation project. Our consultants can assist you in purchasing the correct HotDocs products for your needs, implement custom integrations, develop custom templates and provide personalized training. Contact us today to learn more about this important technology and see how your organization can take advantage of the industry standard in document automation.

What is document automation and assembly?

Document automation and assembly software gives you the tools to transform any word processor file or PDF form into an interactive, rule-based template, allowing you to generate customized documents quickly, and accurately.

A well designed template minimizes data entry, reduces costly drafting and proofreading time by eliminating spelling errors and formatting issues, and reduces the risks and liability associated with human error. You will be able to do more accurate work using fewer resources.

By improving your drafting efficiency, your practice will be more nimble, your clients will enjoy better service, and your practice will be more profitable.

What is HotDocs and how does it work?

HotDocs is the market leader in document automation and assembly technology. HotDocs gives you the ability to turn your current documents into interactive templates, which will allow you to quickly generate, or "assemble" customized documents.

Upon assembling a template, HotDocs presents you with a series of questions in a dynamic interview. The interview gathers all of the necessary information, and uses your answers to generate the final document. A well designed HotDocs template can change gender references, update verb tenses, automatically compute values and even determine what text to include or exclude, all based upon how you answer the questions. In a matter of minutes you can produce complete, polished, customized documents, simply by answering a series of relevant questions.

HotDocs Developer

HotDocs Developer provides you with all of the tools necessary to transform any word processing document or PDF form into an interactive template, no matter how complex. HotDocs Developer allows you to build templates with variables and logic to accommodate a variety of content and grammar with every pronoun in the correct case, every verb in the correct tense, and every clause in the right place.

Additionally, with HotDocs Developer you can develop templates that pull information from a variety of data sources, including databases, case management systems, practice management systems, and virtually any other component of your organization's document generation infrastructure.

Templates developed with HotDocs Developer can be deployed on the desktop via HotDocs User or through a web browser via HotDocs Server

HotDocs User

HotDocs User is a desktop application for assembling templates built with HotDocs Developer. Templates can be assembled by using the answers provided during the interactive interview, using an existing answer file, or by pulling information from an external data source, including case management and practice management systems. By deploying templates using HotDocs User, your organization will be able to generate flawless, individualized documents in a fraction of the time it takes to perform an ordinary "find and replace."

HotDocs Server

HotDocs Server enables you to deploy and assemble templates built with HotDocs Developer via the internet. HotDocs Server delivers an interactive template to the user's browser using either JavaScript or Silverlight, depending on the host configuration.

HotDocs Server is the ultimate tool for deploying templates to a distributed user base. By deploying templates through a web platform, users can assemble templates and download the completed document from any location.

Contact us today to learn how your organization can take advantage of the industry standard in document automation.