Hotdoc

“Our firm currently utilizes HotDocs to generate estate planning documents based on information obtained during an initial client meeting. Once the client information has been obtained, it is then summarized in a client memorandum.”

“Caret doesn't allow you to save your HotDocs Answer files separately, and their system to allow you to return to a previously filled-out interview, often breaks, so you end up having to refill all the answers again. To make matters worse, t…”more

“Anyone planning to stop using hotdocs now that they transitioned to an exorbitantly priced subscription model?. I’m trying to figure out if anyone will actually stay with them or if they are alienating all prior customers.”

“We had been planning to migrate away and are working on moving our templates. But we have hundreds of templates so it’s going to take a while. HotDocs stopped offering support for perpetual licensed products apparently. We found out when us…”more

“I created a comprehensive HotDocs Scripting Language Reference for use with AI Models that I wish I had when I started After spending countless hours scouring the internet for decent documentation on the HotDocs scripting language and comin…”more