HotDocs Document Automation Blog: Document Services
Document Diversity: Automating in the Legal Sector
Legal has been the pioneering sector on which document assembly has grown and, as you would expect, there are a huge number of documents that benefit from automation with HotDocs software. From agreements to contracts and letters to forms, HotDocs technology can be used to automate a vast selection of documents, saving time and money,...
Document assembly in the insurance sector
The insurance sector is one of several industries where the benefits of HotDocs make a huge difference. In this highly regulated market, it is essential for documentation to be compliant and free from error and to ensure this, HotDocs software is used by some of the top insurance organisations in the world. To benefit from...
Which documents do banks automate?
It’s no secret that HotDocs can be used in multiple industries to reduce risk, enhance compliance and create operational efficiencies, but what types of documents do our key sectors get the most return on investment from? Across all industries, HotDocs clients have transformed their business processes by turning a range of business-critical documents into dynamic...
Why HotDocs and K2 go hand in hand
Business Process Management (BPM) and document assembly have a lot in common. For a start, they are both concerned with using technology to automate frequently used processes within an organisation, such as on boarding an employee or issuing a new sales contract. Additionally, the ultimate aim of deploying a BPM or document assembly is to increase success and profit by
E-filing, Law Firms and Document Assembly: A Perfect Fit
Currently, every state court system in the US has a legal e-filing option in place. However, requirements vary from one state to the next. Some states have mandatory requirements, while others have optional e-filing services. E-filing options also vary greatly depending on the type of case in question. Regardless of each state’s current status, the...
Creating a Custom Dialog in HotDocs
Dialogs are an excellent way to customise a HotDocs interview, and present your questions to users in a more intuitive, organised way. So here’s a quick way to create a custom dialog and add in a variable. First we need to create a dialog: Go to your template and click the Component Manager button. Component...
Why Systems Integrators (SIs) are embracing document automation
More and more, HotDocs is entering into partner relationships with systems integrators, both large and small. Why? Well, aside from the fact that HotDocs is a global leader in document automation software, customer demand is the key factor. Consistently, we find that prospective customers are struggling with the creation of complex and business-critical documentation and...
Automation for Banks: why financial institutions need document assembly software
Every year, I receive a vast amount of correspondence from my bank. This could be in the form of account statements in the post, service updates via email or the odd security phone call to check I am still who I say I am. Each time, the correspondence contains at the very least my name,...
HotDocs – Not just for lawyers
Although HotDocs software is frequently used by large organizations and law firms, during my time at HotDocs in both Administration and Marketing, I have found plenty of other uses for the technology that help me to do my job more efficiently. I started at HotDocs as an Administration Assistant. This was my first office job,...
Document Automation – Do it yourself or shop bought?
A few years ago I bought my first house. It was small. It came with all the essentials like a kitchen, bathroom, small master bedroom and another room that was more like a cupboard than anything else, but even though it was small it came with a garage. This was excellent news, as there was...
Calculating ROI on HotDocs Projects
Bart Earle recently posted here regarding the practical benefits of using HotDocs such as: productivity, responsiveness, enhanced quality/accuracy, standardization, capture of firm expertise/experience, increased job satisfaction and client marketing. In some projects, achieving just one of those makes the project worthwhile.
Why are technology companies like HotDocs predicting higher than average growth?
A press article caught my attention this week. Barclays has publicised the findings of its December 2014 Fast Growth Tech survey and the results were not that surprising to me. The survey sample included owners and CEOs of UK tech firms and revealed that the average growth predicted for 2015 was 11%, which is more...