Consulting Services
Our professional services team is here to help you fully integrate HotDocs document automation into your workflows.
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Let our experienced team guide the way
Our global services team includes experienced software engineers, lawyers, and project managers who are here to help you get the most out of your HotDocs document automation technology. 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 while sharing best practices. With over 60 years of collective experience in document generation process automation in many different industries, our consultants have the expertise to build systems to maximize your efficiency and ROI.
Our consultants help you with...
System integrations
Template development
Training & onboarding
Project management
Professional services
Speak to a technology expert and get the guidance you need to take full advantage of HotDocs document automation
Self-service training
Become a HotDocs expert yourself with on-demand resources and more.
Integrated solutions
HotDocs integrates with your document management, client/case management system, SharePoint, and more.