Robert Ambrogi Blog
Lawyers who have the AbacusLaw practice management software can now use their client, calendar and matter information to automatically create documents in the latest version of the HotDocs Advance document-generation software.
AbacusNext, the company that owns both AbacusLaw and HotDocs, said it has launched an integration between the two products that provides users with the ability to automatically assemble error-free documents using the client, calendar and case information already in the AbacusLaw system.
Scott Johnson, AbacusNext CEO, said the integration “is a pivotal moment for the company, as it marks the first integration between two of our flagship products.”
AbacusNext acquired HotDocs in 2017.
Users of AbacusLaw with HotDocs now have the ability to complete entire documents with one click or start with the information already in AbacusLaw and enter more information using an interactive HotDocs interview.
When working within AbacusLaw and viewing a client, calendar or matter, a user will now be able to launch HotDocs Advance with one click and create documents using premade or custom templates.
Users will also be able to build interactive interviews in HotDocs that they can launch from within an AbacusLaw record, and prepopulate field answers with information from AbacusLaw.
The integration also allows users to:
- Build templates in HotDocs using fields from client records in AbacusLaw.
- Create a template from any regularly produced document using Author, an add-on for Microsoft Word.
To take advantage of the integration, a user would need to have purchased licenses for both products. AbacusNext offers a package price that is lower than purchasing each product separately.
If you are attending ABA Techshow next week in Chicago, AbacusNext will be exhibiting in booth 317, where they will be demonstrating the new integration.