Built on Microsoft’s .NET platform, HotDocs works inside Word or PDF forms to transform frequently used documents into intelligent templates. These templates guide the end user through a series of questions via a dynamic interview and the answers are then encapsulated into the finished document, form or set of documents. Conditional text and formulas, complex computations, multi-language output, alignment with pre-specified layout and formatting, help resources and integration with other applications are just some of the robust features within HotDocs. The principle benefits of using HotDocs are risk reduction, compliance and operational efficiency. Outputs are accurate, comply with internal/external regulations and take a fraction of the time to produce. One global bank saves 35 person-hours every day using HotDocs to process 100-page client credit documents, an international law firm reports that estate document processing time has come down from eight hours to thirty minutes post HotDocs deployment and a large state government department saves more than 204,000 hours per year producing cooperative agreements with HotDocs. HotDocs is frequently integrated with iManage to provide a complete document lifecycle solution.

Unique differentiators/features

HotDocs is the global market leader of document automation solutions, as well as the pioneer of document assembly technology. Our software is the most powerful and flexible document automation engine available and integrates with almost any other line of business system.

Licensing model:

Desktop, Enterprise, Cloud

Target Market:

Banking, Legal, Insurance, Corporate, Government


Global banks, large and small law, insurance companies, public bodies, organizations of all sizes

Product URL:

Partner information



HotDocs is the world’s leading developer and supplier of automated document assembly software, with thousands of customers and more than one million end users in over sixty countries. HotDocs technology is used in a variety of business sectors across enterprises of all sizes, however, the software really showcases its industrial capabilities when deployed for the production of complex, volume, customized documentation.

Lois McLuckie