Please note that HotDocs by CARET Forum is a legacy resource that has not been monitored nor maintained by HotDocs for CARET for years now, which will be deprecated in the near future.
You can find all the useful guides and tips at our Help pages:
If you're not finding the answers to your questions from the HotDocs by CARET Forum regarding automation how tos, integration questions or simply want to fast track your inquiry, you can work with our HotDocs by CARET ProServ team.
HotDocs by CARET ProServ team includes experienced lawyers, project managers, and software engineers committed to assist you with your HotDocs by CARET projects. HotDocs by CARET document generation solutions integrate with your organization's existing systems including your document management system, client/case management system, SharePoint or custom data sources.
Our consultants can help you organize and mark up your documents, convert those documents into templates, and design a HotDocs by CARET interview for each template, all the while using best practices to take full advantage of HotDocs by CARET features and functions. With over 60 years of collective experience in document generation process automation in many different industries, our consultants have the know-how and the technical expertise to build a HotDocs by CARET system that maximizes your efficiency and ROI.
Team members are available for consultation in the following areas:
- System Integration
- Template Development
- Custom HotDocs Training
- Project Management
We are happy to work with you to review your current business processes and define requirements for your own HotDocs by CARET system. Contact your HotDocs by CARET account manager for more information and to discuss your specific needs or contact our Sales department:
North America: 800-726-3339
UK/International: +44 131 226 3999