Presentation Title

HotDocs at a Glance 20+ 1M 7K 3 60+ Global Footprint Award Winning Technology Established 20+ 1M Users Worldwide Years Experience 7K Clients Worldwide 3 Offices across UK and USA Global Network of 50+ Partners Pioneer and global market leader 60+ Countries where HotDocs is installed Proven technology across multiple sectors, globally

What is Document Assembly? Answer data can be reused for subsequent document creation …and convert into an intelligent, dynamic template with variable text fields and active logic that ensures the documents produced are perfectly tailored Take any document or set of documents used in your business… Data is entered into the template either manually using a HotDocs interview wizard, or automatically via integration with other data sources HotDocs then assembles the finished document set in seconds

The Solution Transform your documents into HotDocs templates for fast, accurate document generation.

Benefits of HotDocs Business Benefits Client Base Risk Mitigation 4 of the top 5 banks Compliance & Standardisation 8 of the top 15 insurance companies Operational Efficiencies 60% market share of law firms Large corporations, central and local government, global publishers Power and flexibility to scale with your business

HotDocs Clients

1000 25 100 Return on Investment 204K 500K 94% Man-hours saved per day processing 100 page client credit documents Hours saved per year processing cooperative agreements 25 204K State Government Bank Loan packets processed per month saving millions in costs per year 100 Average number of 40+ page loan documents created per day 500K Commercial Lender Corporate Legal Reduction in estate document processing from 8 hours to 30 minutes Templates for processing policies reduces correspondence to secs 94% 1000 AM Law 100 Law Firm Claims Department

HotDocs Technology Stack Environments On-Premise Server Cloud Desktop Platforms User Layer HotDocs Server Cloud Services HotDocs User API HotDocs Hub or Custom HotDocs Hub, Custom or Document Services Logic Core HotDocs Developer HotDocs Automator Tools Layer HotDocs Templates Content Layer

Line of Business Integrations