5 Industries That Benefit From HotDocs Document Automation

Want to learn more about HotDocs Document Automation?

Did you know that employees spend 20% to 40% of their work time manually searching for documents? That’s one-fifth to two-fifths of their workday they could spend on other tasks. Wouldn’t it be nice if you could automate the process, so they no longer need to perform searches?

Oh, wait. You can!

That’s what HotDocs software is all about. Document automation software keeps everybody up-to-date on the newest versions of a document. No more incorrectly filed documents or lost data to contend with.

Automation reduces the time spent on administrative work. It gives you the power to streamline data between CRMs like Salesforce and an accounting program like Netsuite. It simplifies searches, retrievals, and archives.

Read on to discover the top 5 industries that benefit from using HotDocs.

HotDocs Document Automation for Law Practices

Document automation for law practices isn’t new. Legal service professionals live and die by their paperwork. Which is why document automation is essential.

It can streamline processes, freeing up time for more important things. Some benefits include increasing efficiency while cutting costs. It also gives firms the power to move to alternative fee arrangements or fixed fees.

This reduces costs which you can repurpose. It’ll increase hourly pay and improve employee satisfaction. Also, document automation streamlines the creation of legal documents. Speeding up contract creation gives employees time to spend on more interesting projects.

In today’s digital world, clients want competitive rates and fixed prices. When you create self-service documents with the innovative tools available, you give them exactly that.

You can even simplify the legal jargon for them. Your clients only need to fill out your questionnaire and follow your predesigned guide to create a document. The process takes minutes where it used to take days.

The best part? They’re doing the work, leaving you to do more important things.

And don’t forget about new hires. When experienced lawyers join your law firm, they still need an integration process. Most of that time is spent on updating them on important information.

When you use digital templates, you bypass much of that process. New lawyers no longer need months to get up to speed. The templates from experienced lawyers can bridge the gap.

Insurance Companies

The insurance industry must meet a whole slew of security and compliance requirements. They have to create and update a vast amount of documents with a wide variety of information. And, they have to do it all while providing high-quality services at low prices.

A life-insurance application, for instance, requires multiple forms varying by region and state. This single application may produce a stack of paper an inch high. That’s a ton of printed documents.

With HotDocs, you can manage documents from any source. Agent, applicant, doctor, and more. You can also manage any form of the documents. Email, paper, upload, download, and more. Lastly, you can manage any type of document. Medical documents, salary information, lab results, generic forms, etc.

The software classifies the documents, delivers them, and extracts the necessary data. It also provides analytics and compliance information, including a paper trail.


Complexity and security. That’s banking paperwork at its core.

Banking sectors use many complex systems to collect, store, and analyze sensitive data. And they do it across dozens of divisions.

Manual input often translates to errors and inefficiency. When a bank employee types something, anything, there’s a chance of inaccuracy. That’s especially true if they’re copy information from one program to another.

Document automation can take the burden off your employees. It cuts down on errors and reduces inefficiency. It can transfer the pertinent information for you without the need to do it by hand.

Comprehensive, accurate documents are the cornerstone of the banking industry. Nowadays, you can give clients’ access to that information, and do it all without lifting a finger. You won’t even need to include things like email updates, identity checks, or automated letters.

Accessibility is included in the software. It provides customers with ready-made templates. It also gives them other options. They can view archived bank documents, or receive up-to-date account information.

Medical Practices

Charts and forms and tests, oh my. Hospitals, nurses, and doctors are known for their repetitive paperwork chains. The worst part? Most of that paperwork is filled with the same information:

  • Name
  • Address
  • Insurance information
  • Patient history

The diagnosis and treatment information is the only thing that changes. Booking a consultation or appointment also requires similarly redundant information. Fortunately, when you automate your process, that information is filled in automatically.

The maintenance and implementation of medical documentation is a difficult challenge for hospitals. It takes money and time to shift to digital storage. The same is true for the education required to update personnel.

Fortunately, the ROI makes it worth it. That shift results in higher efficiency. It creates higher customer satisfaction.

Both doctors and patients have remote access to every record, chart, and lab result. A patient can do everything.

They can choose security and access setting. They can receive and pay invoices. They can even make appointments remotely.

Public Services

We’re talking about educational, housing, and social services. They also have a massive amount of paperwork to contend with.

They would benefit from auto-creation and fill-in documents. Auto-store and auto-indexed information are also useful.

When you use automation software, you create a single entry point for all your documents:

  • Scans
  • Prints
  • Faxes
  • Emails
  • Etc.

The software can even classify and distribute the paperwork to the appropriate department. It gives you remote access to the documents. It also ensures the protection of sensitive data, and reduces errors, and eliminates the possibility of lost documents.

What’s Next?

Now that you have a better understanding of HotDocs document automation, you can determine whether it’s useful for your business. Is paperwork one of the cornerstones of your industry? Does that paperwork pass through multiple hands or require redundant information?

If so, consider trying a document automation service like HotDocs. It’ll reduce errors and increase productivity in your business.

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