HotDocs + ChatGPT: AI Document Automation for Law Firms

What this HotDocs MCP demo shows

Follow a fictional client matter from a request in ChatGPT to a completed motion and declaration in Word. The walkthrough shows how structured data, AI-assisted drafting, and a HotDocs template work together, with review before document assembly.

1. Open and populate the HotDocs interview

   ChatGPT opens a motion-to-postpone interview for the fictional client John Smith. The demo explains how defined field mappings connect client and matter information to HotDocs variables, rather than asking AI to guess missing facts.

2. Bring email context into the draft

   A follow-up request brings the client’s email context into the reasons for postponement. The resulting prose is reviewed and can be edited directly in the interview before proceeding.

3. Review answers and assemble Word documents

   The user completes the remaining interview answers, previews the document, and finishes the interview. HotDocs assembles the documents, and the completed Word files are returned to the conversation for download and review.

4. See how the template guides the output

   The final part opens the HotDocs template to show the variables and surrounding language. Defined mappings handle structured information, while AI assists with a limited drafting task in the context of the existing template.

This is a demonstration using fictional client information. It illustrates a CRM and email workflow; the applications shown below are examples of tools that can be connected. Each firm’s integrations, permissions, and field mappings are configured for its own systems.

Explore our document automation services and law firm software integrations.