The problem
Templates are useful until every matter requires another round of copying, deleting, and checking. The challenge is capturing the decisions behind the document, including which questions and clauses apply.
DOCUMENT AUTOMATION
HotDocs Document Automation
Your drafting rules. Working together.
Guided interviews and conditional templates that turn matter information into editable legal documents.
PROJECT WALKTHROUGHA closer look at the workflow and output
Video coming soon
HotDocs automation
The approach
A guided interview collects the relevant details. Template logic handles conditional language, repeatable information, and document-specific formatting, with reusable components where appropriate.
The output
An editable Word document assembled from the interview and template rules, ready for legal review and matter-specific adjustments.
For a connected example, watch the ChatGPT and HotDocs MCP workflow demo: a fictional client matter moves from a conversation through a HotDocs interview to assembled Word documents.
FROM INPUT TO OUTPUT
WORKFLOWINPUT → OUTPUT
- Matter information
- Guided interview
- Template logic
- Editable Word output
Editable Word documentsILLUSTRATIVE
Inside the upcoming
walkthrough.
The demonstration will use sample information and walk through both the interview and the assembled document.
- Matter details and the guided interview
- Conditional questions and clauses
- Legal descriptions and document assembly
- Reviewing the editable Word output
BUILD SOMETHING LIKE THIS
Have a similar workflow?
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your team down?
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