Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Mitratech HotDocs Document Automation for Salesforce
Enterprise-Grade Document Automation for Legal, Risk, and Compliance Teams
- Industries
- GovernmentHigh TechProfessional Services
- Business Need
- Document GenerationAgent ProductivityCase Management
- Requires
- Platform Cloud
- Compatible With
- Experience CloudGovernment Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Experience CloudGovernment Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- HotDocs Integration for Salesforce Powered By Mitratech CaseCloud/1.2 1.2.1
- Listed On
- 03/04/2026
- Latest Release
- 03/04/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.Accessible SolutionThis 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.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce MobileAccessible Solution
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 4Custom Tabs: 4Custom Apps: 1
- Lightning Components
- Global: 8App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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!
Need help?
Mitratech
Bee Cave, Texas
Free technical support and online training videos and webinars. Expert migration and configuration services available via certified partners. Professional customization and administration services available.