Outgrowing your document automation tool?
Our specialists have helped leading firms move on from HotDocs, Contract Express, PatternBuilder and more. They know where these tools break down and how to phase a transition so the lawyers who depend on your templates don't notice a thing. Twenty minutes. A written summary to take back to your team.
Totally impartial. No sales pitch.
Trusted by leading firms and global businesses.
Making changes takes longer than it should.
Your template library has become a maintenance burden. One person knows how it works. Everyone else waits.
The support and roadmap don't quite match your needs.
The vendor is responsive. The roadmap just never quite lines up with what your practice groups actually need.
Provider promises don't match reality.
Add the consultants, the middleware, the workarounds and the real cost of staying put is quietly much higher than it looks.
Run by the people who do this for a living.
The specialists on these calls have run this process dozens of times – across firms on HotDocs, Contract Express, PatternBuilder and more. They know where these tools break down, how to structure a transition and what really goes wrong mid-project. Describe your setup and they'll recognise it. Ask the hard questions and they'll answer them straight.
Walk away with:
A clear picture of what transition looks like for your firm
An honest view of timeline, risk and what to move first
A strong idea of how to explore migration with your team
~20× faster
SFA drafting time dropped from three hours to ten minutes at a firm that moved off their legacy platform.
6 hours
6 hours saved per deal in document assembly time at a European firm, from the very first template they migrated.
100 days
All revenue-critical templates live. Full 1,200-template portfolio migrated and QA'd in less than 12 months.
We'll talk through where you are, what you're weighing up, and what migration typically looks like for a firm like yours. All in 20 minutes.
Your situation
We'll map your current setup: which platform you're on, how your template library is structured, where the bottlenecks are. The specialists on this call have seen most configurations before.
What moving on looks like for you
Based on what you share, we'll walk through what a realistic transition involves — what to move first, what to retire, and what a timeline looks like for a firm of your size.
A written summary, yours to keep
We'll send you a written record of what we covered: where the gaps are, what the transition would involve, and what to prioritise. Structured so you can share it with whoever needs to see it.
The Migration Guide
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