Automate client intake with HotDocs Advance

Chances are, your client data is obtained with a client intake. Streamline operations and reduce risk with HotDocs.


Reduce risk and increase efficiency by deploying HotDocs

Businesses of all types must gather basic information for new clients. Chances are, your client data is obtained with a client intake. In the webinar recording we will demonstrate how HotDocs can help streamline client intake. We also show you how the data gathered by that intake can be used to populate other templates you develop, saving time, reducing risk, and increasing efficiency.

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The #1 trusted document automation solution in the world

HotDocs allows you to turn frequently used documents and forms into dynamic templates all right from Microsoft Word. Save time and money while producing documentation that is right every single time.

  • Save time
  • Reduce risk
  • Enhance compliance
  • Increase operational efficiencies
  • Improve quality
  • Create efficiency

HotDocs is trusted by over 1 million users worldwide

“We use HotDocs to give customers a high quality service, very quickly, and at a price they can be happy with.”
Gene Turner
“HotDocs has become such an integral part of the way we work that it is inconceivable that we could ever do without it.”
John Naccarato
CMS Cameron McKenna
“It's not nearly the exhausting process it once was, and people can direct more focus and attention to the legal issues.”
Kate Bladow
Pro Bono Net
Royal Bank of Scotland
XL Insurance
Lockmann Krane

See how HotDocs can help you

Watch the Webinar