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| HMU
Consulting, Inc. |
| 1405 Dublin Rd, Suite 100 |
| Columbus, OH 43215 |
| Phone:
614-340-3444 |
| Fax:
614-340-3443 |
| moreinfo@hmuconsulting.com |
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| HOW TO AUTOMATIC YOUR DOCUMENT GENERATION |
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| How Document Assembly Can Help You |
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If
you're buried in drafting or just wish you could
make the process more efficient, HotDocs document
assembly is the solution. Published by LexisNexis
("Lexis"), HotDocs is the legal industry
standard in document assembly. In a nutshell,
HotDocs enables you to automate your document
production and thereby significantly reduce the
amount of time you spend drafting. For example,
assume you have a complex document with hundreds
of optional paragraphs (such as a complex Revocable
Trust) which presently requires four hours to
create from first to final draft. After converting
the document into a HotDocs template, the same
document generation should take approximately
ten minutes. Even if you're a word processing
wizard, it's unlikely that any other tool can
save you as much time each day as HotDocs. |
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HotDocs
allows users to replace changeable text with variables
(i.e., "Testator Name", "Testator
Street Address"), make the inclusion of text
(words, sentences, paragraphs, etc.) conditional,
gather lists, and automatically calculate dates,
text and numbers. With each new variable, you
create a corresponding question (prompt) which
is presented to the user during the assembly process.
Generating a new document is a simple matter of
answering the questions generated by the template.
After the questions are answered, the completed
document appears on the screen (in Word or WordPerfect),
ready edit, save, print, etc. The on-screen interview
is quite powerful because the template designer
can control everything about the sequence and
content of the interview. With practice, you can
reproduce your entire decision tree in the template
and build in safe-guards that walk even novice
users through the assembly. |
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After
a document is assembled, HotDocs allows
users to save the answers entered for one
document so that they can be used to assemble
other documents which use the same information.
In this manner, users simultaneously decrease
the margin for error while eliminating time
wasted on redundant data entry. To further
streamline the process, Lexis also offers
an ancillary program called HotDocs Database
Connection. Database Connection is an add-on
to HotDocs which allows users to populate
variables in a template directly from any
ODBC-compliant database. Therefore, if you
have client information stored in a Microsoft
Access database (for example), you can import
the data directly into your HotDocs templates
via the Database Connection. Better yet,
many client/matter management programs (such
as Amicus Attorney and Time Matters) also
have built-in links to HotDocs which obviate
the need for the Database Connection altogether.
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For
practice areas which typically require the production
of several related documents, the entire set of
documents can be automated so they share common
information and may be generated simultaneously.
For example, an estate planning attorney would
create a template for each type of document (will,
trust, power of attorney, etc.). All types of
wills (simple, complex, pour-over, married &
single) can be combined into a single Will template
and the same can be done with revocable trusts
and irrevocable trusts. After the templates are
built, the entire set of documents can be generated
in less than 15 minutes with no redundant data
entry and much higher accuracy. |
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An
example of the interview created by HotDocs is
shown below. The dialogs comprising the entire
interview are shown on the left and the individual
questions for each dialog are shown on the right. |
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| The
Benefits of Document Assembly |
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A well-designed
HotDocs template walks even a novice user through
the assembly process while nearly eliminating
the possibility of operator error. The old cut-and-paste/search-and-replace
("CP/SR") document generation method
employed by many (most) lawyers is slow and
has a high margin for error. The margin for
error arises from fact that CP/SR is unstructured,
relies on the user's memory, assumes Word or
WordPerfect will "catch" all of the
items in need of replacement and requires many
steps. Memories fail, word processors don't
catch everything and more steps create more
mistakes and slower drafting.
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HotDocs systems
are much more accurate than CP/SR because they
only require the user to enter case-specific
facts and the items that change (party names,
etc.). The template does the work of including
the appropriate paragraphs, excluding the irrelevant
ones, verb conjugation, punctuating lists, calculating
numbers and dates, correcting personal pronouns
and replacing the items in need of replacement.
For many people witnessing this method of document
generation for the first time, it is nothing
short of an epiphany.
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Documents generated
from HotDocs templates are more accurate though
much less time is spent generating them; and
training time for new employees is reduced since
they must only be shown how to answer the questions.
The time savings realized with HotDocs are enormous
and this often requires a move to flat fee or
"value billing" instead of hourly
billing. Of course, this doesn't necessarily
mean that users should charge less for services
rendered. It simply means that any uncertainty
regarding the time necessary to generate the
documents has been removed. Therefore, there
is no risk in quoting a flat fee (at least for
the document generation aspect of the service).
The net effect is that fewer resources are consumed
to produce better documents and clients are
happier because they didn't have to worry about
an unexpectedly high hourly fee. What's not
to like?
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| Types Of Variables And Their Functions |
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In a HotDocs template,
variables replace changeable text. HotDocs allows
users to create text, number, date, multiple
choice, true/false, computation and personal
information variables. Computation variables
can perform mathematical calculations (quantity
* unit price = total price), date calculations
(statute of limitations, etc.) and text computations
(singular/plural, personal pronouns like he/she/they,
etc.). By using HotDocs "Repeats,"
users can also include lists in documents which
can be automatically punctuated (a, b and c),
filtered, sorted, counted and inserted as standard
text or in a table. True/false variables are
typically used for including or excluding certain
text or paragraphs in the final document.
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| The Differences Between HotDocs
and HotDocs Pro |
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HotDocs comes
in two flavors, standard and pro. The standard
version of HotDocs allows users to create interactive
word-processor templates from which custom documents
(anything from a simple letter to a 150 page
masterpiece contract) can be instantly produced.
HotDocs Pro performs the same functions as the
standard version, but also enables you to automate
pre-printed, graphical forms (such as tax forms,
probate forms, etc.). Furthermore, HotDocs Pro
offers many extra template-design tools which
we believe are essential for creating really
good templates. It should also be noted that
although the standard version of HotDocs cannot
be used to create templates from pre-printed
forms (this can only be done in HotDocs Pro),
it can be used to assemble (complete) them.
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With
the release of version 6, Lexis has introduced
the HotDocs PDFAdvantage as an add-on. Features
of the Professional version include: |
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Create
a HotDocs PDF Template - Convert any
existing form into PDF format for
automating in HotDocs Professional
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Automate
and Edit HotDocs PDF Templates - All
HotDocs graphical form automation
functions are available for automating
and editing HotDocs PDF Templates:
field wizards, field overflow, addendums,
grouping fields, order of field data
entry, variable field creation, auto-detect
fields, size/resize of fields, field
copy and paste, filed logic creation,
insert form logic into another form,
and much more. |
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Save Assembled
Templates, Forms, or Most Any File in
PDF Format - Convert almost any file
type to universal PDF format |
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Fill
HotDocs PDF Forms - In addition to
allowing you to create complex automated
PDF forms, HotDocs Professional Edition
also lets you view and fill HotDocs
PDF templates. |
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Features
of the Standard version include: |
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Fill
HotDocs PDF forms - Choice of direct
fill or intuitive interviews allows
you to quickly view and fill automated
PDF forms |
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Save
assembled templates, forms, or most
any file in PDF format - Now you can
convert files to universal PDF format,
making them easier to email, share
with others, save, or efile - securely
and professionally |
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| How Attorneys Are Using HotDocs |
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The more document-intensive
an area of practice, the more a practitioner
in that area can benefit from HotDocs. HotDocs
is particularly popular with attorneys involved
in estate planning, banking, domestic, real
estate, probate, litigation, corporate, employee
benefits and contracts (among others). The time
savings are so significant that profit margins
increase even if fee structures are lowered.
In practice areas which tend toward "negotiated
documents," HotDocs is still the fastest
way of generating the first draft. In contingent-fee
practices, HotDocs allows users to minimize
document drafting overhead costs. Finally, since
pre-printed forms can also be automated, HotDocs
also represents the opportunity to finally get
rid of that old typewriter you've been hanging
onto for the last 15 years.
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Regarding
pre-fab form sets, there's good news and bad news.
The good news is that HotDocs doesn't force you
to use any particular forms for your practice
area. It simply gives you the power to automate
your own documents and forms so you won't lose
any pride of authorship and you can stick with
familiar documents. The bad news (in the view
of some) is that HotDocs doesn't come with a stack
of pre-automated forms you can use right out of
the box. However, it is so easy to start building
your own library of templates that this doesn't
represent much of an obstacle to getting started.
Lexis and Matthew Bender have created some national
legal form sets as well as a few sets for California,
Colorado, Florida, Michigan, New Jersey, New York,
North Carolina, Pennsylvania, Tennessee, Texas,
Virginia and Washington. All of the existing form
sets must be purchased separately and sometimes
(often) require tweaking before they operate the
way you'd like. |
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Required |
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IBM
Compatible PC |
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Pentium
233 MHz or higher processor. |
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64
MB RAM. |
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30
MB hard disk storage. |
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Microsoft
Windows 95, 98, Me, NT, 2000, or XP. |
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Microsoft
Internet Explorer 4.0+. |
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Microsoft
Word 97, 2000, 2002 or 2003 or Corel
WordPerfect 8, 9, 10 or 11 |
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Pentium
500 MHz or higher processor |
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256
MB RAM |
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