"Anyone can come to our site, select a term sheet template, run through the interview, generate a custom document and send us the answer file, which we then use to create all the other documents involved in the transaction. It's a high-volume approach that affords us interaction with lots of …

"The ability to integrate HotDocs Server with our case management system as well as create custom interviews for each template was what drew us to HotDocs in the beginning. The interviews lessen the amount of user interaction needed to complete a document, which simplifies the process and saves us valuable …