Avis clients sur HotDocs - Document Automation

Note moyenne

  • Note globale
    4,1 /5
  • Facilité d'utilisation
    3,5 /5
  • Service client
    3,8 /5

En savoir plus sur HotDocs - Document Automation

HotDocs est un logiciel leader dans le secteur, qui automatise la production de documents pour des milliers d'organisations du monde entier.

En savoir plus sur HotDocs - Document Automation

25 avis affichés sur 50

Gordon B.
Attorney
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    3 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    4 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 28/02/2018

"Outstanding document production, fair UI"

Commentaires: Document automation saves time and reduces errors. I've found HotDocs to be extremely reliable, stable, and bug-free.

Avantages: This product's integration with Microsoft Word is outstanding. It is a fantastic scripting tool for document generation. I've also prepared some documents in WordPerfect and it seems entirely capable with that as well.

Inconvénients: Hands down, the data entry interview is crude at best. It is probably ok for a developer who has never worked with another UI, but the "automation" it provides comes at a steep price - loss of control. If you want truly professional user interfaces, you'll have to write the front-end in some other language, write an "answer file" HotDocs can understand (which is not hard, it is very basic XML) and then let HotDocs work its magic to assemble the language in Word. When used that way, HotDocs is very powerful and flexible. When used in its native UI, it is fairly inflexible.

  • Source de l'avis 
  • Publié le 28/02/2018
Gene T.
Managing Director
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 17/03/2020

"The obvious choice for professional users"

Commentaires: While we use HotDocs ourselves, and have since 2012, our main use of HotDocs is now on behalf of our customers, who are mainly lawyers (in firms or in-house legal teams). As noted above, we find it is an extremely powerful document automation tool, which can be used on almost any forms of document. We've had good support from our key contacts at HotDocs, and after 4 years with LawHawk (and having recently upgraded to the new HotDocs Author/Advance product range) I remain very happy with the solution. The overall time savings (75%+) and quality improvements that you can expect to get every time are substantial, and one of our customers won a 2019 IACCM Asia Pacific Award for Operational Improvement as a result of their HotDocs automation project. Because it is a very established product, with a lot of written guidance and a large user community, it's very easy to work out in advance what can be done and how best to do it.

Avantages: I think HotDocs is THE choice to use when you need to prepare more complex legal documents, particularly in packages. We are lawyers who specialise in automating documents for other law firms in areas like loan and security documents, share sale agreements, and complex wills and estates. We really haven't found anything we can't do with HotDocs, but we know that most (if not all) of the other document automation tools we've looked at, and sometimes use for simpler work, couldn't do the job at the high end. While a lot of focus is on the actual document creation aspect, we also really like the ability to build organisational compliance and training into the interview questionnaires.

Inconvénients: The biggest issue with HotDocs is the annual per user licensing model, which restricts the ability to use HotDocs in situations where you have a lot of POTENTIAL users, who may only need to use it occasionally. It also stops people from starting to use it when they don't know how large the benefits will be. I would love to see a more flexible licensing model that allowed people to get started using HotDocs, because they would love it, and would quickly see many more uses. With a more scalable licensing model, I think millions more people would use it. The ability to collaborate with others (e.g. via client interviews) would be a great help. I'd also like to see more easy - out of the box - integration with other systems, particularly Office 365.

  • Source de l'avis 
  • Publié le 17/03/2020
Jay F.
Partner
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    2 /5
  • Support client
    2 /5
  • Rapport qualité-prix
    2 /5
  • Probabilité de recommander le produit
    6/10
  • Source de l'avis 
  • Publié le 22/06/2020

"Gets the job done, quite overpriced, and does about 80% of what it should"

Commentaires: Gets the job done, and is ultimately worth it if your time is very valuable. Very expensive, and clearly only going to get more so. The document sets available are decent, but not amazing.

Avantages: Saves time, and is very commonly used (and therefore understood) outside of our office.

Inconvénients: Very expensive, and requires re-entry of data already entered far too often. The actual coding in documents is surprisingly opaque, and converting existing document structures to a HotDocs format is exceptionally cumbersome. The existing form sets that are on top of HotDocs are useful, and the community is broad, but the quality is hit or miss.

  • Source de l'avis 
  • Publié le 22/06/2020
Jason B.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    5 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    1 /5
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Publié le 26/02/2019

"TOO PRICEY -- In my opinion HotDocs priced themselves right out of the market"

Commentaires: Love it, but not for the price they want you to pay. I have been using Hotdocs since around the mid-nineties and have seen the company change hands. The current "custodians" of Hotdocs have unfortunately missed the boat on pricing.

Avantages: I can easily sell this program to anyone, and have in fact have turned several attorneys on to this program.
It's a great way to automate your documents. It's logical. Is it complex? Sure it can be, but that gives the user a lot of options and makes it a powerful tool.

Inconvénients: Cost prohibitive. For some reason HotDocs has elected to increase the price of HotDocs well beyond what they charged. From my understanding they want to have you pay a MONTHLY FEE where they used to just charge you a one time fee for the program. The price is too high for solo attorneys and small law firms. Bottom-line: Until Hotdocs can figure things out on the pricing, do not start using Hotdocs; there are other ways to get the same job done for cheaper, A LOT CHEAPER!

  • Source de l'avis 
  • Publié le 26/02/2019
Jonathan S.
Partner
Services juridiques, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 03/03/2018

"Great software, but still needs to improve"

Commentaires: It's really the best software out there for what it does. It just still seems behind the times in terms of connectivity, componentization, and still no HiDPI support.

Avantages: It is extremely flexible and can help you craft just about any document that you want. I prefer the desktop version to the cloud version. It just works every time!

Inconvénients: I feel that HotDocs has been stagnating recently. Here are some things that they need to address:
*Easy import/export of answer data to other formats. For example, if I use some other tool such as an online form, it should have the ability to import that data into an answer file.
*It still doesn't support Hi-DPI displays.
*It would be great it if could be more flexible in the storage of answer data. The ability to componentize the fields/answer data would be wonderful. As it stands, each template is limited to only one component file.

  • Source de l'avis 
  • Publié le 03/03/2018
Utilisateur vérifié
Owner
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    4 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    4 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 27/02/2018

"Overall, it's a helpful tool for drafting my documents."

Commentaires: Ease in drafting documents... biggest value for me. A lot of my practice is tailoring forms to my clients needs and wishes, and having the basic form available in HotDocs is a big help.

Avantages: I enjoy being able to address both areas of my legal practice in the same program. I do not need to switch if I am creating for my client both estate planning documents and business transaction documents.

Inconvénients: Most challenging is learning how to create new Hot Doc templates. Maybe I'm too busy in my legal practice, but I do not have time to devote to learning the ins and outs, and therefore am forced to pay an admin person to create any new forms I'd like. If it were more user intuitive, I know I would have MANY more documents created under the software and get even more productivity out of the program.

  • Source de l'avis 
  • Publié le 27/02/2018
Bonnie H.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    5 /5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 20/07/2020

"Gold Standard"

Commentaires: Overall, it is a joy once it is set up and works well with other programs.

Avantages: Once everything is set up, HotDocs is the most customized, helpful document assembly program out there.

Inconvénients: Found it difficult and expensive to learn.

  • Source de l'avis 
  • Publié le 20/07/2020
Utilisateur vérifié
Contract Development Manager
501-1 000 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    4 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    3 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 27/02/2018

"HotDocs is very easy to use and super affordable."

Commentaires: saving time and money

Avantages: The software is very user friendly and easy to figure out. I definitely do not have a developer background, but have been able to teach myself how to architect documents in HotDocs. It was almost impossible to figure out how to architect documents in our previous software without support from our IT department.

Inconvénients: The user interface could use an update... it often feels as though we are using old technology.

  • Source de l'avis 
  • Publié le 27/02/2018
Jared H.
Attorney
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    4 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 28/07/2020

"Great product for automating standard legal forms."

Commentaires: Overall, a very good and versatile experience. You will want to have experience in higher-level logic and computer coding language in order to make full use of the features HotDocs provides (or hire a consultant who can do the programming for you).

Avantages: Product provides enough features and flexibility to customize almost any type of form.

Inconvénients: The web-based version of the product is probably still in its early stages of development. This shouldn't discourage you from using it. The program has a bright future and there the potential gains in efficiency and form robustness are worth it.

  • Source de l'avis 
  • Publié le 28/07/2020
Audra D.
Firm Administrator
Services juridiques, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    3 /5
  • Facilité d'utilisation
    2 /5
  • Fonctionnalités
    4 /5
  • Support client
    Sans note
  • Rapport qualité-prix
    1 /5
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 27/07/2019

"Time to move on"

Avantages: The product takes substantial time to learn, but is robust and can be extremely helpful if you are willing to devote the time on the front end to save time on the back end.

Inconvénients: We have been with HotDocs forever and likely would have continued; however, since they were acquired by AccessData they have switched to a new pricing model requiring a perpetual monthly cost per user that will dramatically increase our cost for this product. We are currently exploring alternatives. I do not yet have pricing or sufficient information to know if any of these will be less expensive and work for us, but we are looking at Contract Express, XpressDox, and Exari. I am online today performing research for other viable competitors.

  • Source de l'avis 
  • Source : SoftwareAdvice
  • Publié le 27/07/2019
Utilisateur vérifié
Lawyer
Cabinet d'avocats, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    5 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    1 /5
  • Probabilité de recommander le produit
    3/10
  • Source de l'avis 
  • Publié le 14/12/2018

"Great software, but beware of new owner's year-to-year subscription pricing."

Avantages: I've used HotDocs in my law practice for more than 10 years. Love it. Very powerful. The more time you invest using it, the more you'll appreciate its many features and the better your templates will become.

Inconvénients: My only warning concerns the new year-to-year subscription pricing requirement. How does that make sense for this kind of software? The software becomes helpful only after you make your own serious upfront investment of time to build HotDocs "templates". Without that investment, HotDocs will do nothing for you. Don't make such an investment without considering that, in future years, you'll have no guarantee that you'll be able to renew your HotDocs substription on a basis that makes sense. And without yearly renewals, you'll forfeit your own upfront investment of time in templates. But for the pricing scheme adopted by HotDoc's new owner, AbacusNext, I'd give HotDocs an overall rating of 5 out of 5. However, as it stands now, I suggest you look at other software. Perhaps XpressDox. Or, for less ambitious automation projects, consider TheFormTool or Pathagorus.

  • Source de l'avis 
  • Publié le 14/12/2018
Kristy H.
Legal Administrative Assistant (HotDocs coder for Financial Services)
Services juridiques, 501-1 000 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 05/10/2018

"HotDocs Developer 11 - Ease of Use"

Commentaires: I have been working in HotDocs for the past 11 years, as a user and a coder. To be able to use this program to assemble our documents saves an incredible amount of time. I have had to enter in repetitive information on a set of 25 documents many times over the years, but being able to use HotDocs has been a great improvement and a fantastic time saver. Over the years, I have been able to increase the amount of client documents used through HotDocs and gained the interest of several other departments.

Avantages: Our firm works on a vast amount of forms that are specific to our individual clients needs - these are not fill-in forms, but documents ranging from 1 single page to 100+ pages. We use a sometimes complicated Answer File whereby HotDocs lets us quickly assemble a single document or multiple documents - I sometimes do 20 or more documents at a time. The amount of time that is saved being able to use HotDocs for this document assembly process is phenomenal.

Inconvénients: If the answer to a variable is not readily available some end-users would like there to be a prompt on the draft document indicating what fields/questions have been left blank. For the person filling in the answer file those unanswered questions are known at the end of the answer file, but after assembly these documents are passed on for further editing and review and a reminder of what information was not available at the time of assembly would be helpful.

  • Source de l'avis 
  • Publié le 05/10/2018
Lois M.
Sr. Family Law Paralegal
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    5 /5
  • Support client
    3 /5
  • Rapport qualité-prix
    3 /5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 02/03/2018

"Practicing Family Law with HotDocs makes a world of difference."

Commentaires: Creating motions, petitions, orders, briefs, and so much more is easy with HotDocs. It would be difficult for us to practice Family Law without it!

Avantages: We've been using HotDocs for almost 15 years. We have an enormous amount of time invested in the creation and updating of hundreds of HotDocs templates that help us create a huge variety of critical documents. The product is extremely powerful and flexible.

Inconvénients: The least likable factor about HotDocs is that it has become so expensive over the years.The basic program hasn't changed a lot since then but the cost has become exorbitant. We've been through several changes of HotDocs ownership over the years and the one thing I can count on is that the cost will go up every time. I think you could sell a lot more firms on this product if using it weren't so expensive.

  • Source de l'avis 
  • Publié le 02/03/2018
Mark M.
I.T. Director
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 02/03/2018

"HotDocs is easily one of my top 10 successes in 25 years of working in legal I.T."

Commentaires: Great efficiency.

Avantages: HotDocs saves us a lot of time drafting complex documents. The software is well-written, and reliable. It is highly cost-effective.

Inconvénients: HotDocs requires a time investment on the front end, wherein the document construction process must be formally defined and articulated. (To be sure, this task would be common to any effort or tool to automate the construction of complex documents.) HotDocs also requires a fair amount of care and feeding, but not so much because the product requires it but rather because of the base documents and the process change. I recommend that any customer find a HotDocs partner that can assist with building and maintaining the workflows, and base documents.

  • Source de l'avis 
  • Publié le 02/03/2018
Michael S.
Operations Manager
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 10/11/2016

"Best Product for Document Automation"

Commentaires: The quintessential software for document automation. One of the best software (if not the best) for this purpose. It can take some time to learn all the available features to use in document creation but once start to understand the basics then you can start to unlock the true potential for this software. Very robust and the possibilities are endless. Generating documents and pleadings now take a fraction of the time they normally would using any other software. I highly recommend this product.

Avantages: Huge time saver
Generate documents in fractions of the time

Inconvénients: Takes time to create templates
Must have extensive knowledge of word
Take time to learn how to use the software

  • Source de l'avis 
  • Publié le 10/11/2016
Jeffrey G.
Partner
Services juridiques, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    3 /5
  • Fonctionnalités
    2 /5
  • Support client
    1 /5
  • Rapport qualité-prix
    1 /5
  • Probabilité de recommander le produit
    0/10
  • Source de l'avis 
  • Publié le 04/03/2019

"Very dissatisfied."

Commentaires: Due to the pricing changes, I am left with the decision to abandon hundreds, if not thousands, of hours of my time because the new owners have priced me out of the continued use of software I have already paid for.

Avantages: I used this software for years and put a lot of time and effort into the program. There were no subscriptions. You paid for the software and it was yours. I did pay for an upgrade to HotDocs 11.

Inconvénients: Now that the company's pricing has changed, I was told that I would have to purchase a new monthly, per user subscription to re-install what I already paid for onto a new computer that replaced my old one.

  • Source de l'avis 
  • Publié le 04/03/2019
Bruce S.
President
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 27/02/2018

"HotDocs is a real time saver and very easy to use."

Commentaires: There is a large cost and time savings to my firm. Documents which used to take hours to produce are now done in minutes.

Avantages: You just answer the questions presented on the document automation screen and your document is generated for you. Little training is required and the process of preparing pleadings greatly enhanced saving time and expense.

Inconvénients: Programming new templates and questions for presentation can be complex and time consuming. Designing the required questions in order to solicit the right responses in the correct order to produce the desired result can require multiple design refinements.

  • Source de l'avis 
  • Publié le 27/02/2018
Frank B.
IT director
Cabinet d'avocats, 51-200 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 20/09/2018

"Ease of use"

Commentaires: Works with our Cal Wills and Trusts program wonderfully!

Avantages: Very reliable and compatible with our needs

Inconvénients: Cannot say, we have had no issues. The install was great

Réponse de l'éditeur

envoyé par AbacusNext le 07/07/2020

Hi Frank!

My name is Natalie and I'm on the Marketing Team at Abacus. I wanted to reach out and say thank you for the feedback! It's great to hear that HotDocs has been a great resource for you.

I wanted to reach out to see if you would be interested in being one of our first customers to film a video review? We'd love to include you in this cool new project!

Please let me know if you are interested!

Thank you,
Natalie

  • Source de l'avis 
  • Publié le 20/09/2018
Jennifer S.
legal assistant
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    Sans note
  • Rapport qualité-prix
    3 /5
  • Probabilité de recommander le produit
    7/10
  • Source de l'avis 
  • Publié le 05/12/2019

"Streamlines your life, but expensive"

Commentaires: I use HotDocs while using my Trust Funding software.

Avantages: I love how HotDocs streamlines the drafting of frequently used documents, such as Health Care Directives and Powers of Attorney. You can enter info through a template, hit a button and viola, you are ready to go.

Inconvénients: It has an expensive user license fee. It can be cumbersome to get started and require additional tech assistance.

Réponse de l'éditeur

envoyé par AbacusNext le 12/12/2019

Thank you for your review, Jennifer! HotDocs was designed to make drafting documents extremely efficient, and we're happy to hear it's hitting the mark for you.

We're glad you mentioned the learning curve. We highly recommend our customers factor in adequate time for setup to get the most out of their investments, and take advantage of our knowledge base and support team. Please don't hesitate to reach out if we can still be of assistance.

All the best,

The team at AbacusNext

  • Source de l'avis 
  • Publié le 05/12/2019
David B.
Law Clerk/Tech Specialist
Cabinet d'avocats, 11-50 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    4 /5
  • Probabilité de recommander le produit
    8/10
  • Source de l'avis 
  • Publié le 21/09/2018

"Great software for any document assembly needs"

Commentaires: We are drafting legal documents with complex interviews in minutes, saving hours of drafting every day.

Avantages: Very flexable, no matter how complex the document is you can build the template in hotdocs. The interview is also great, being able to control what the user sees depending on inputs makes the program very easy to use for the end user. Also, the help page is incredibly helpful, I hope people are using it because it is nothing like the usual help page programs have.

Inconvénients: Rather steep learning curve. Took me a couple of weeks to get the hang of it, and the built in functions are hard to find without the help feature. Once you have them memorized its great though. I imagine it will take me a few more months to master the program.

Réponse de l'éditeur

envoyé par AbacusNext le 07/07/2020

Hi David!

My name is Natalie and I'm on the Marketing Team at Abacus. I wanted to reach out and say thank you for the feedback! It's great to hear that HotDocs has been a great resource for you.

I wanted to reach out to see if you would be interested in being one of our first customers to film a video review? We'd love to include you in this cool new project!

Please let me know if you are interested!

Thank you,
Natalie

  • Source de l'avis 
  • Publié le 21/09/2018
Christine A.
Special Projects, IT
Cabinet d'avocats, 11-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 27/02/2018

"it meets our needs, is updated frequently and easy to use"

Commentaires: accuracy and uniformity in preparing documents

Avantages: as above - easy to use and reliable. it is always current and is specific to our needs regarding trust administration

Inconvénients: I wish the answer files could be networked so everyone could have access. I also don't like the storage on the local drive. if a user forgets to back up to the server we can lose information and have no record

  • Source de l'avis 
  • Publié le 27/02/2018
Bradley Q.
Attorney (Solo)
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 03/10/2017

"Great software for automation."

Avantages: It makes very complex form automation possible. The price of a developer license is very reasonable compared to the hours saved by using automated forms.

Inconvénients: It needs an update for hi-res screen use. Better (or at least easier) interaction with MS OneDrive would be useful.

  • Source de l'avis 
  • Publié le 03/10/2017
Susana V.
Analyst
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    10/10
  • Source de l'avis 
  • Publié le 24/07/2018

"Love it!"

Avantages: It's so amazing to use. The assembling of documents is so smooth there is hardly no chance to make a mistake when filling it out. It can be customized to each company's need. Data entry is very easy.

Inconvénients: No issues until now. Very reliable and it reduces so many weeks. Feel comfortable using it. Very nice software.

  • Source de l'avis 
  • Publié le 24/07/2018
David S.
CEO, Founder
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5 /5
  • Facilité d'utilisation
    4 /5
  • Fonctionnalités
    4 /5
  • Support client
    4 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    9/10
  • Source de l'avis 
  • Publié le 27/02/2018

"Good functionality, and once implemented, easy to use"

Avantages: Allows a certain amount of flexibility with master documents while having a fairly low learning curve on the user side.

Inconvénients: Software coding functionality within the word documents can be cumbersome to implement. It can be hard to go down certain logic paths without a lot of workaround.

  • Source de l'avis 
  • Publié le 27/02/2018
Dawn T.
Attorney
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5 /5
  • Facilité d'utilisation
    5 /5
  • Fonctionnalités
    5 /5
  • Support client
    5 /5
  • Rapport qualité-prix
    5 /5
  • Probabilité de recommander le produit
    Sans note
  • Source de l'avis 
  • Publié le 03/03/2018

"Easy to intergrate with other programs"

Avantages: Ease of use with other programs, customer service is very responsive, and documents look professional and clean.

  • Source de l'avis 
  • Publié le 03/03/2018