Still working with HotDocs Version 10 or Older? It's Time To Upgrade

Ever-growing data privacy vulnerabilities coupled with increasingly rigid compliance regulations force us to continuously audit our suite of products to ensure their security, privacy, and regulatory compliance. As a result, we periodically discontinue older products in order to give way to newer versions that guarantee integrity, security, and ultimate performance.

Effective immediately, all HotDocs versions ten and older have reached end-of-life status and support for these versions has been discontinued. In order to continue to support all of our valued clients with the most up-to-date software and the latest security features, it’s necessary to migrate all legacy installatons of HotDocs to the most recent subscription version.

If you are still running on an older version of HotDocs, contact us today at 1 (800) 726-3339, email, or fill out the form above to get these latest benefits:

  • No upfront maintenance or licensing fees

    Everything is wrapped into your monthly subscription plan. No hidden surprises anywhere.

  • Ongoing updates and software patches

    Your software will always be up to date with the latest features. You’ll never need to worry about which version of HotDocs you’re using.

  • Security and stability with AbacusNext

    You rely on HotDocs for your document generation needs, and as part of the AbacusNext family of products you can protect your critical firm data with Abacus Private Cloud—a virtual workspace with 99.999% uptime, active threat monitoring, disaster recovery, and 256-bit encryption.

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Schedule your upgrade now! Contact us Monday through Friday, 8:00am-5:00pm PT
Call 1-800-726-3339 or via email at

What's New with HotDocs Advance?

Introducing the most powerful document automation solution yet.

HotDocs document automation technology has been transforming the way individuals work for more than 30 years. Our latest solution, HotDocs Advance, provides a sophisticated, flexible, and secure document automation platform that supports organisations of all sizes in diverse industries, including legal, banking, insurance, corporate, and government.

HotDocs Advance is a seamless template authoring and template deployment platform. It makes it easier for template authors, template managers, and end-users to easily incorporate document automation into all types of environments and workflows.

  • Enterprise-Class Document Assembly

    With its enterprise-class architecture, HotDocs Advance makes it simple, collaborative, and efficient to create user-friendly templates and to generate perfect documents.

  • Modern Interface

    A clean and modern interface that’s easy and intuitive.

  • Collaborative Template Development

    Multiple template authors can coordinate their template design efforts.

  • Work Items

    End-users can efficiently manage completed documents and answer files associated with each of their clients.

  • User Management

    Ability to effectively manage end-users, groups, and permissions via built-in user system and Active Directory.

  • Cloud, Abacus Private Cloud, and On-Premise Solutions

    A variety of flexible options enable browser-based document generation both online and offline supporting a variety of devices.

  • Modern Interface

    A clean and modern interface that’s easy and intuitive.

  • Integrations

    Robust, secure, Service Oriented Architecture and industry-standard APIs enable simplified integrations with business applications such as BPM, CRM, DMS, ECM, databases, and e-signature technologies.

  • Scalability

    Scalable architecture designed to deliver the flexibility required by organisations of all sizes – ranging from single users up to global enterprises.

  • Template Migration

    Prior versions of compatible HotDocs templates can be easily imported to Advance.

See what the Global Leader in Document Automation can do for You

Reduce Risk
  • Eliminate Keying Errors

  • Ensure Variable Content is Correct for Every Document

  • Protect Against Legal Issues Stemming from Incorrect Content

Enhance Compliance
  • Adhere to Internal Business Rules as part of Template Creation

  • Build an External Regulation to Document Templates

  • Track Changes with Template Version Control

Improve Quality
  • Ensure Correct Formatting and Branding

  • Increase Accuracy by Omitting Manual/Traditional Drafting Processes

Create Efficiency
  • Manage Complex Computations and Variable Content

  • Save on Cost of Staff Time Spent on Document Production

  • Redeploy Staff Resources


HotDocs document automation software can be applied across a wide range of industries to provide control and efficiency when producing documents. Reduce risk, aid compliance and save time when creating business-critical documents. With more than 1 million users in 11,000 companies across 60 countries, you’ll be in great company when you deploy HotDocs.

  • HotDocs Benefits for Banks

HotDocs document automation software reduces the time necessary to generate complex lending and credit documentation from days to minutes, while enforcing compliance, improving the quality of loan documentation, and improving customer satisfaction. With four of the top five banks in the U.S. already embracing HotDocs, you’ll be in great company when you deploy HotDocs.

  • HotDocs Benefits for Insurers

HotDocs document automation software minimizes risk for insurance providers in this highly competitive and regulated market. Your policies, contracts, and claims documentation are not only delivered quickly and error free but are also compliant with existing laws and internal policies. With 8 of the top 15 insurance companies automating their document generation process, you’ll be in great company when you deploy HotDocs.

  • HotDocs Benefits for Law Firms

HotDocs document automation software allows law firms to automate the generation of transactional legal documents – anything from standard correspondence to complex wills, trusts, and contracts. HotDocs dramatically reduces the time it takes to generate documents and will improve the quality of your legal documents by reducing the likelihood of human error. With more than 60% market share among law firms that use document generation, you’ll be in great company when you deploy HotDocs.

HotDocs Integrates with Apps You Use Everyday to Run Your Business


AbacusNext is a Gold Certified Microsoft partner, HotDocs is built upon the .NET framework, fully integrated and embedded within Microsoft Word, and our cloud products are delivered via Microsoft Azure.


iManage enables the management of work product for coporate departments and law, accounting and financial services firms serving clients that demand responsiveness, productivity and security. HotDocs integrates with iManage to provide a complete document lifecycle solution, allowing for profiling and version control of template, component and answer files.


K2 software allows people to build and run business process applications, including forms, workflow, data and reports. With K2’s visual tools, creating and launching powerful apps that span line of business systems is fast and easy. The integration between HotDocs and K2 harnesses the unique SmartObject and Service Broker processes within the K2 platform, enabling workflows to include HotDocs’ powerful document assembly technology. This allows users to work with familiar design tools within HotDocs technology, without code.

Awards & Accolades

  • 2018 Winner of the Queen’s Awards
    for Enterprise for International Trade
  • Digital Technology Awards -
    International Technology Star
  • Digital Technology Awards -
    Small/Medium Company of the Year
  • Deloitte Fast 500 EMEA for tech companies
  • Scottish Business Awards -
    International Business of the Year
  • Law Office Computing Readers’
    Choice Award for Document Assembly
  • TechnoLawyer Readers’ Choice Award
    for Document Assembly and Automation