HotDocs

Caret has obtained ownership last year and has taken advantage of their ownership by creating integrations for both Amicus Attorney (on-premises based) and Caret Legal (cloud-based). HotDocs is still the market leader and the default document automation system. It’s engine is even used by content-specific 3rd party applications.

HotDocs has many types of fields such as text, number, multiple choice, and true/false. They have conditional logic that adds intelligence to the templates, allowing actions based on a condition (eg: If true, or if a multiple choice option is selected) do something such as include a paragraph or phrase, skip a section altogether, or prompt the user to respond in some way. Furthermore, an interview is available, guiding users step-by-step to document completion.

HotDocs provides the efficiency and productivity needed by today’s law firms.