1. Presentation Title

2. 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

3. 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

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

5. 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

6. HotDocs Clients

7. 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

8. 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

9. Line of Business Integrations