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Mitratech HotDocs

Mitratech HotDocs

About

HotDocs is a document automation software that uses a template creation system to transform existing documentation of all kinds. The solution works by having subject matter experts who create the original HotDocs templates before end users complete dynamic HotDocs interviews for populating the document with customized data and calculated figures where required. Benefits revolve around the implied reduction of human error associated with manual editing and the time / effort costs incurred, while enhancing areas around content control, accuracy, branding and overall document quality.

For example, legal and potentially complex documents such as contracts, loan agreements, wills and trusts can require lengthy re-editing to reflect the circumstances of each new transaction or case. This traditionally involves a lot of searching, replacing, cutting, pasting and manual "fixing", which can lead to inaccuracies or inconsistencies. HotDocs automates this process and promises to remove such oversights by working within a preferred word processor to transform existing documents into flexible HotDocs templates that are capable of generating new specific variants. These templates are instantiated by a series of data gathering question and answer forms known as an "interview", utilizing branching logic to fully define a document while validating data entry. Variables are then inserted into HotDocs templates to represent the data normally subject to change such as names, dates and numbers, plus computed variables that are based on calculations. The addition of business rules define the inclusion of relevant clauses that apply to a certain instance, use case or scenario. Once generated, HotDocs templates can be used on the desktop, across a server network environment and within the Abacus Private Cloud. Users can reach out to the support team through phone and email and access documentation and video tutorials available online.

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