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Mitratech HotDocs Document Automation for Salesforce

Enterprise-Grade Document Automation for Legal, Risk, and Compliance Teams

Overview

Enterprise-grade document automation software that integrates with the leading legal case management solution to help legal, risk and compliance teams work faster, reduce risk, and scale with confidence.

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See How Mitratech HotDocs Document Automation for Salesforce Works

  • Enterprise-grade document automation that helps legal and compliance teams work faster, reduce risk, and scale with confidence – native in Salesforce.

  • Automation without Limits: Automate any document set regardless of volume or intricacy with a robust enterprise-ready document automation solution.

  • Premium Customer Experience: Faster turnaround times, personalization and error-free documents help you deliver a superior customer experience.

  • User-Friendly: Even the most complex documents can be kept uniform across your organization, and conditional logic enables you to generate friendly interviews that make it easy for employees or customers to provide information.

  • Centralized Compliance: Consolidate legacy documents into one modern template, giving you centralized control and minimizing risks caused by compliance issues or data entry errors.

  • Seamless System Integration: An Open API enables you to eliminate duplicate data and integrate with core systems, mission-critical platforms, and workflows.

  • Configure and Customize: Leverage modern customization capabilities to update documents quickly and easily.

Mitratech HotDocs Document Automation software is built directly into the Mitratech CaseCloud™ Case Management solution, which provides legal teams with embedded workflows to eliminate errors and streamline legal lifecycles for managing matters, spend, and related data. Using guided interviews, conditional logic and approved templates, Mitratech HotDocs generates documents that adapt to each scenario based on data stored in Salesforce records. Eliminate manual drafting, rekeying information, and inconsistent templates that slow progress, increase risk for errors, and add friction to otherwise well-organized case work. The result is faster case progression, reduced operational effort, and more consistent and compliant documents, without changing existing Mitratech CaseCloud™ workflows. Enterprise-grade document automation helps legal and risk teams work faster, reduce risk, and scale with confidence. Contact us today to learn more!

Categories

Business Needs
Document Generation
Agent Productivity
Case Management
Industries
Government
High Tech
Professional Services
Personas
Administrator
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution

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