HOT DOCS

We understand that many firms have literally decades invested in their Hot Docs templates — there is so much institutional knowledge built in. But Hot Docs is prickly and requires a lot of training to manage templates, and we have that skill. We can also help you move from on-premises HD to the Cloud if you need it.

authoring

Component files. Questionnaires. Scripting. Managing templates. Hot Docs requires a lot of skill in order to build and maintain templates. You probably have an irreplaceable someone who has done this for a long time. We can be your extra set of hands.

transition to cloud

Do you have Hot Docs on-premises? They would probably love for you to move to the Cloud (“Hot Docs Advance”). But the transition isn’t seamless — Advance doesn’t let you get away with some things that Classic does. Before you make the move, let’s talk.

doc auto strategy

To be honest, it’s not easy to move from one doc auto system to another — it’s like translating between completely different languages. But if you’re looking to move, we help you define your document automation strategy so that your new system is more manageable.