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HotDocs

Automating complex legal documents has a steep learning curve. Check out the lessons below and start to master the features of HotDocs. Or, ramp up your document automation skills faster with our help. We offer onsite and remote training options customized to your templates. You control the speed and frequency of the training—we move at your pace and for the amount of time you have to devote to the process.

Course Curriculum

  • 62 minutes
    Generating documents is a primary area of inefficiency for many law firms and legal departments. Reducing resources required to create accurate documents immediately improves your bottom line. Learn the WHY and HOW behind Document Automation with Partne
  • 30 minutes
    " Today's webinar is Symphony Suite - Benefits of OCRing with or without a DMS presented by Symphony expert and Affinity Consultant Christopher Martz. What is OCR’ing and how does it affect you? Stop by for a brief discussion on what OCR’ing does for yo"
  • 53 minutes
    Generating documents is a primary area of inefficiency for many law firms and legal departments. Reducing resources required to create accurate documents immediately improves your bottom line. Learn the WHY and HOW behind Document Automation with Partner Barron K. Henley as he shows you better options for drafting new documents while increasing speed and accuracy.
  • 30 minutes
    Imagine if you could electronically organize and store all documents in a client/matter-centric way -- in-house, received docs, emails, faxes and attachments. Now imagine that you can search those documents by any imaginable criteria! Affinity Partner Paul Unger will show you how to make this a reality in your practice.
  • 60 minutes
    Most lawyers draft new documents by finding old documents and modifying them to work for the next case or client (by either direct modification or dictation/transcription). While that approach might be better than starting from a blank page, it has an unacceptably high margin for error and is slower than alternative methods. It's simply too easy to miss a required change, leave something in that should have been removed, or forget to add something missing from the original. Further, if the document one starts with was previously negotiated with opposing counsel, it's going to be full of compromised language that is difficult to spot. There are many superior alternatives to this approach. In this seminar, Affinity Consultant Danielle DavisRoe shows you how to find and consolidate the best of your intellectual capital in a way that increases drafting speed and accuracy while avoiding the aforementioned risks. Finally, you'll see the spectrum of automation tools from the amazing things your word processor is already capable of, to document assembly applications like HotDocs. For document-intensive and transactional areas of practice, improved drafting methods directly impact the bottom line and improve client satisfaction. Prepare to be amazed at the possibilities!