Document Services

Available from HotDocs

HotDocs Document Services is a Software-as-a-Service application (SaaS) that extends the benefits of powerful, browser-based document management and generation to small-to-medium-sized enterprises. Document Services accesses HotDocs Cloud Services for interview and document generation. Document Services is hosted in Microsoft’s Azure Cloud, and provides state-of-the-art data security and global redundancy to make sure your document management and generation process apps are always running. Among its features, Document Services includes a powerful feature set that enables users to send email links to process interviews directly to clients. This feature reduces the time staff spends keying in client data. Likewise, Document Services allows users to embed links to interviews in any web page, allowing clients to key in their own data.

HotDocs Cloud Services enables users to embed HotDocs interviews (wizard-like sequences of data-gathering forms) in their own web pages or business applications and to generate virtually error-free, transactional documents (contracts, agreements, wills, trusts, etc.) on a subscription basis. System users enter data into HotDocs interviews by keying in the data, importing data from enterprise storage systems, or a combination of both. Not only does this approach to document management and generation yield much higher quality documents, it also dramatically speeds up the process while reducing the expense.

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