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Document Automation That Resides Where You Work and Store Data

By TechnoLawyer | Tuesday, July 17, 2018

Today's issue of TL NewsWire covers document assembly software that you can use within other applications such as your document or practice management system (see article below). In addition, you'll find links to the previous 11 TL NewsWire features, including our coverage of case management software that runs on Windows, Android, and iOS with features, customization options, and integrations that acknowledge today's world, an online marketplace for finding contract lawyers without running afoul of ethics rules, and much more. Don't miss the next issue.

Document automation software should be as common in law firms as word processing software. It solves several once intractable problems — creating documents faster, reducing errors, using data that already resides in other systems and ensuring regulatory compliance when applicable. One company believes what's preventing wider adoption is where users access it.

HotDocs Hub and HotDocs Developer 11 … in One Sentence

AbacusNext's HotDocs Hub and HotDocs Developer 11, the new version of the granddaddy of document assembly platforms with 60% market share, focuses on making template authoring and third-party integrations easier.

The Killer Feature

Traditionally, when you needed to generate a document from a HotDocs template, you would open HotDocs on the desktop. You can still do this but HotDocs' new integration tools (a "REST API") enable you to incorporate it into applications that house your client data. With HotDocs serving as middleware, users at your firm may not even realize they're using HotDocs.

The most obvious front end for your HotDocs templates is your practice management system, which can autofill fields such as client name and address, opposing counsel, etc. AbacusNext's practice management products — Amicus Attorney and AbacusLaw — integrate with minimal setup. But as Global Sales Director Gary Eunson stresses, you can incorporate HotDocs into many third-party practice management systems not to mention document management systems.

The HotDocs Professional Services group can assist you with integrations and create templates for you. "Operational efficiency is still a critical issue for law firms of all sizes," says Eunson. "Creating legal documents using our market leading document automation technology provides value, not only for the law firm, but for the clients it serves."

Other Notable Features

Getting started involves a Content Author (someone at your firm or a consultant) using HotDocs Developer to create templates for all the documents your firm regularly creates. You build templates using elements such as text fields, date variables, true/false and multiple-choice dialogs, clause selectors, math formulas, etc.

Completed templates then reside in the new HotDocs Hub cloud repository, which also offers tools for user management. Version control enables you to keep all template versions and rollback changes. Template Groups collect related templates such as those for a practice group in your firm. Integration with Active Directory and other identity systems enable users to access templates. You can host HotDocs Hub behind your firewall, through HotDocs' hosting services, or with Abacus Private Cloud.

Users access templates via their browser. The main tab contains the "interview" as HotDocs calls it — essentially a form. The middle tab offers a realtime preview of the document being built. The third tab lists all the data entered into the interview. When finished, choose from formats such as Word, WordPerfect, PDF, etc., and HotDocs automatically saves the document to your practice or document management system per the integrations discussed above.

What Else Should You Know?

"HotDocs is the quintessential software for document automation," says Michael Savage, operations manager at Baugher Law Firm PLLC. "It's very robust and the possibilities are endless. Generating documents and pleadings now take a fraction of the time they normally would using any other software. I highly recommend this product." Learn more about HotDocs Hub and HotDocs Developer 11.

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Topics: Automation/Document Assembly/Macros | TL NewsWire
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