Logo of HotDocs by CARET

HotDocs by CARET

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Company health

Employee growth
9% increase in the last year
Web traffic
9% decrease in the last quarter

Ratings

G2
4.4/5
(88)
Glassdoor
3.8/5
(354)

HotDocs by CARET description

HotDocs by CARET is document automation software aimed at mid-sized to large companies. It helps you create templates for any frequently used documents, ensuring accuracy and consistency. This saves time, reduces errors, and improves compliance. HotDocs integrates with your existing systems and allows for customization to fit your specific needs. It's designed to streamline document creation, freeing your team to focus on more critical tasks.


Who is HotDocs by CARET best for

HotDocs streamlines document creation for mid-sized to large businesses. Users praise its customizable templates and time-saving automation, while some find the initial setup complex. It integrates with existing systems and excels at improving accuracy and consistency in documents.

  • Best fit for mid-sized to large businesses seeking document automation.

  • Ideal for legal, professional services, and finance sectors.


HotDocs by CARET features

Type in the name of the feature or in your own words tell us what you need
Supported

HotDocs automatically generates legal documents based on templates.

Supported

HotDocs integrates seamlessly with various platforms, especially for document automation and legal practice management.

Supported

HotDocs supports creating and managing templates for consistent branding.

Supported

HotDocs automates document assembly by populating templates with data from various sources, including client and matter details.


HotDocs by CARET reviews

We've summarised 86 HotDocs by CARET reviews (HotDocs by CARET G2 reviews) and summarised the main points below.

Pros of HotDocs by CARET
  • Highly customizable templates for diverse needs.
  • Significant time savings in document generation.
  • Improved accuracy and consistency in documents.
  • Integration with existing systems.
  • Excellent one-on-one training experience with Seth Hanisek.
Cons of HotDocs by CARET
  • Steep learning curve, especially for complex features.
  • Initial setup can be confusing and time-consuming.
  • Issues with template creation and customization in newer versions.
  • Costly licensing model, especially for occasional users.
  • Inadequate training resources and outdated videos.

HotDocs by CARET alternatives

  • Logo of Automation Anywhere - RPA | Robotic Process Automation
    Automation Anywhere - RPA | Robotic Process Automation
    Better for enterprise companies. Focuses on automating various tasks, not just document creation. More user-friendly but pricier. Has broader industry application but less suitable for consumer goods and manufacturing. Growing faster.
    Read more
  • Logo of ONLYOFFICE Workspace
    ONLYOFFICE Workspace
    Better for teams seeking an all-in-one platform with project management, CRM, and communication tools. A more affordable HotDocs alternative, especially for smaller businesses. Simpler to use, but with fewer advanced document automation features.
    Read more
  • Logo of ONLYOFFICE DocSpace
    ONLYOFFICE DocSpace
    Better for enterprise companies. A HotDocs alternative focused on real-time document collaboration and integrated communication.
    Read more
  • Logo of ActiveDocs
    ActiveDocs
    Better for larger enterprises. Offers easier template management within Microsoft Word. Has slower momentum.
    Read more
  • Logo of Legistify
    Legistify
    Better for enterprise companies needing legal case management, contract management, and IP tracking. Higher ratings.
    Read more
  • Logo of Xodo Sign
    Xodo Sign
    Better for individuals, small to medium businesses, and enterprises needing e-signatures. More affordable with a free plan available. Easier to use with a user-friendly interface. Broader industry applicability.
    Read more

HotDocs by CARET FAQ

  • What is HotDocs by CARET and what does HotDocs by CARET do?

    HotDocs by CARET automates document creation for mid-sized to large businesses. It uses customizable templates to ensure accuracy and consistency, saving time and reducing errors. HotDocs integrates with existing systems and offers features like template management and automated assembly.

  • How does HotDocs by CARET integrate with other tools?

    HotDocs integrates seamlessly with various platforms, especially for document automation and legal practice management. It works with your existing systems and allows customization to fit your specific needs.

  • What the main competitors of HotDocs by CARET?

    Top alternatives to HotDocs include ActiveDocs, ONLYOFFICE DocSpace, and Automation Anywhere. ActiveDocs focuses on user-friendly template design, while ONLYOFFICE DocSpace emphasizes real-time collaboration. Automation Anywhere offers robotic process automation for various repetitive tasks. Other options include Legistify and Xodo Sign.

  • Is HotDocs by CARET legit?

    Yes, HotDocs by CARET is a legitimate document automation software. It's designed for mid-sized to large businesses seeking to streamline document creation, improve accuracy, and save time. However, some users find the learning curve steep and the initial setup complex.

  • How much does HotDocs by CARET cost?

    I couldn't find pricing details for HotDocs by CARET. For the most current pricing information, I recommend visiting the vendor's website or contacting their sales team.

  • Is HotDocs by CARET customer service good?

    Customer reviews on HotDocs by CARET are mixed. While some praise the software's functionality and the trainer Seth Hanisek, others express frustration with the setup process, lack of clear documentation, and the cost of training. Some users also report excellent integration with existing systems.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.