HotDocs has released a Software-as-a-Service (SAAS) automated document generation application called HotDocs Document Services. With HotDocs Document Services, you can store your templates in the cloud and produce documents from most browsers. HotDocs Document Services is great for offices that have multiple locations, have virtual staff members, are looking for ways to better control access to the firm’s templates, or just like the idea of having their templates in a cloud environment.
A new feature that HotDocs Document Services offers is customer interviews. This new feature allows you to send your clients an interview via email and then allows your clients to enter their information. After your clients have completed the interview, you can then review their information and generate your clients’ documents quicker, thereby reducing the time you spend entering client information.
HotDocs Document Services Pricing
- 30-Day free trial
- Entry level package is $99 / month / 1-5 – user subscription
- First 100 client interviews are free of charge
- Additional client interviews billed at $1 each
- No setup fee
- 12 Month Contract
| Number of Users | Cost per month |
| Up to 5 | $99 |
| 6+ | $19 Per Addl. User |
| 20+ | $17 Per Addl. User |
| 50+ | $16 Per Addl. User |
| 100+ | Call for Pricing |
I have had the pleasure of working with Real Automation for about two years now. Not only do I find them extremely easy to work with, they are very helpful and always willing to go that extra mile. Their prices are straightforward—there’s no hiding the ball. Our consultant Liz is the total HotDocs expert. Not only did she recreate all our forms (and fix them), but she also assisted our office in a very difficult transition from WordPerfect to Word, creating a customized Toolbar for our users. I use that toolbar daily and I don’t know what I would do without it. If you choose to do business with REAL, you won’t regret it. Whether its creating your own customized Hot Docs system or purchasing their program, working with them is great and I look forward to working on future projects with them.