Most firms want to do a want to get the right documents to their clients on time and error free. In spite of wanting this to happen, however, many are still struggling in this area. If you’re one of those firms, I have the next step for you to take! I’ve already talked about some […]
This author has yet to write their bio.Meanwhile lets just say that we are proud kmayberry contributed a whooping 22 entries.
Entries by kmayberry
A while ago I was talking to an attorney who mentioned how his assistant kept getting the name of a key client wrong. He resorted to joking with her, putting notes on her computer, and a couple more things. And yet it continued to happen. It wasn’t that she wanted to get the name wrong. […]
I recently had a conversation with a firm administrator who was looking at changing the way they created documents. During our talk, I said, “One of the reasons that you need a document system is because of the errors you’re getting.” The phone got a little quiet, and he said sheepishly, “Yes, I know we […]
REAL Automation is continuing to grow at a rapid pace and we are always looking for people who know how to program in HotDocs. If you are interested please fill out the information below and we will send you instructions on how to apply. Basic Requirements Must be willing to implement our HotDocs programming style […]
Have you noticed how some of your clients are willing to spend more money than other clients? I’m guessing you are like me and thought that it is just the way it is. Then I started to notice that there are a certain percentage of people who spend a lower dollar amount and that a […]
Do you find that you are stuck with your HotDocs project? We have talked to a number of people in the past 18 years of doing HotDocs training and consulting that have felt this same way. What they have told us is I wish there was a “HotDocs for Dummies” out there so I could […]
Learn How To Get Your Documents Ready for HotDocs Automation During this video we will teach you the 3 steps that we go through to get a document ready for automation.
In the past 15 years a very common question we’ve been asked is how to change the default HotDocs settings. We decided it would be helpful for you to have a video showing the different default options that are available.
Last week we got a call from a client that had different versions of HotDocs in there office. They have about 70 users of HotDocs and didn’t want to have to upgrade them all to the latest version of HotDocs just yet. Frankly, we recommend that everyone upgrades to the current version of HotDocs so […]
We continue to get calls from people who would like to have “Reveal Codes” in Microsoft Word. Did you know that Word actually does have a “Reveal Codes”. Let us know what you think. If you need further training on using Word or automating your documents. Go ahead and give us a call at 801-766-3183. […]