Affinity Consulting, one of three HotDocs Platinum Partners, has decades of experience customizing HotDocs templates to meet the needs of our clients. Whether you want to have a few templates developed for you or you want to learn how to create and manage templates on your own, the team at Affinity can work with you to build templates that will significantly reduce the amount of time you spend assembling the documents you use every day.

When we work with you, we look at your document template needs from a business and technical perspective. We first analyze the documents you already use every day to identify the entire body of work we need to tackle. We take the time to look at each document on its own but also as part of the whole to see if there are similar pieces that can be combined and we work with YOU to ensure we understand exactly what you need this document to do to support your business. Each template is tailored to your needs, thoroughly tested and delivered to you electronically for implementation.

Our development process involves:

• Reducing Data Entry & Automating Calculations
• Conducting Intelligent Interviews with Subject Matter Experts
• Building Templates that are Easy to Maintain In-house
• Reducing Post Assembly Editing
• Utilizing the Advanced Formatting Power of your Word Processor

Templates we develop help you realize the following benefits:

• Minimized Data Entry
• Real Time Data Validation and Controls
• Captured Knowledge from All Members of Your Firm
• Reduced Margin of Error for Formatting, Grammar, Spelling
• Optimized Use of your Word Processing Software
• Greater Time Savings
• Greater Cost Savings
• Improved Service to your Client