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HotDocs® Training
from Krause Practice Management
 

Document Assembly (1.5 to 2 hours)

Basic HotDocs Template Creation (3 hours)

Advanced HotDocs Template Creation (varies)

HotDocs Basic PDF Forms (2 hours)

HotDocs Advanced PDF Forms (2 hours)

Course Descriptions

Document Assembly

This introductory session teaches users the basics of the HotDocs interface, how to assemble documents from existing templates, and how to manage HotDocs Answer Files.

 

Basic HotDocs Template Creation

This three hour session introduces trainees to HotDocs template creation.  Topics include document markup, how to create and insert variables, how to format variables, basic commands, and basic dialogs.

Advanced HotDocs Template Creation (varies)

KPM can create custom HotDocs sessions so that your firm can explore the advanced features of HotDocs template creation at your pace and in ways that specifically relate to your firm.  Sessions can cover anything from creating effiective Interviews to HotDocs Scripting to Advanced Dialogs.

HotDocs Basic PDF Forms

This two hour session covers the creation of basic HotDocs PDF Forms including how to create fillable HotDocs forms from existing PDF files.

HotDocs Advanced PDF Forms

This two hour session covers the creation of HotDocs PDF Forms and how to fill these forms from a HotDocs interview or existing Answer Files.  Please note that portions of this session require skills taught in an Advanced HotDocs Template Creation session.

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LexisNexis is a registered trademark of Reed Elsevier Properties, Inc., used under license. Time Matters, Billing Matters and HotDocs are registered trademarks and PCLaw is a trademark of LexisNexis, a division of Reed Elsevier, Inc. All Rights Reserved.