--- title: "Automated Client Data Intake: The Wills for Heroes Story" description: How Wills for Heroes standardized their client intake form to produce faster legal documents for the first responders they serve image: https://clc.mitratech.com/hubfs/CLC/HotDocs/Case-Studies/Wills-For-Heroes/HotDocs-Wills-For-Heroes-SocialDrop.png --- [![mitratech-logo-dark](https://clc.mitratech.com/hs-fs/hubfs/Branding%20Kit/mitratech-logo-dark.png?width=190&height=23&name=mitratech-logo-dark.png) ![mitratech-logo-dark](https://clc.mitratech.com/hs-fs/hubfs/Branding%20Kit/mitratech-logo-dark.png?width=200&height=24&name=mitratech-logo-dark.png)](https://mitratech.com/) [![mitratech-logo-dark](https://clc.mitratech.com/hs-fs/hubfs/Branding%20Kit/mitratech-logo-dark.png?width=120&height=15&name=mitratech-logo-dark.png)](https://mitratech.com/) # Automated Client Data Intake: The Wills for Heroes Story ## Standardizing a client intake form helped this company produce faster legal documents for the first responders it serves. As a non-profit that provides essential legal documents free of charge to the nation’s first responders, it was crucial for Wills for Heroes to make the intake process streamlined and painless.  See how this team used Mitratech HotDocs to: - **Reduce the time to generate** legal-papers down to one 20-minute to 1-hour meeting - **Expand the kinds of pro-bono** attorneys who can easily work Wills for Heroes - **Grow the program** to include estate planning with veterans When Wills for Heroes teamed up with Mitratech HotDocs, they created guided intake forms that streamlined its questionnaires with conditional logic and automated data population. Learn more about the organization's story today.  [SEE THE STORY](https://clc.mitratech.com/hubfs/CLC/HotDocs/Case-Studies/Wills-For-Heroes/Case-Study_HotDocs-WillsForHeroes.pdf?hsLang=en) [![HotDocs-Wills-For-Heroes-Thumbnail](https://clc.mitratech.com/hs-fs/hubfs/CLC/HotDocs/Case-Studies/Wills-For-Heroes/HotDocs-Wills-For-Heroes-Thumbnail.png?width=1042&height=1042&name=HotDocs-Wills-For-Heroes-Thumbnail.png)](https://clc.mitratech.com/hubfs/CLC/HotDocs/Case-Studies/Wills-For-Heroes/Case-Study_HotDocs-WillsForHeroes.pdf?hsLang=en) Want to learn more about Mitratech HotDocs, the industry leader in document assembly and automation? [![REQUEST A HOTDOCS DEMO](https://no-cache.hubspot.com/cta/default/22762021/interactive-174319402525.png)](https://clc.mitratech.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLFy5lRibbwt2uypXwA5wjszCNjnEpezD%2B%2FgswCI%2FpaDxtBpXo83UXVrTMD0EbfF%2F0SFx1Qb9hbogMSk3Y3v%2BKhyGhqmrrnNcIMvH8u7NeJXBv%2FMBzgpBmLeaMeNMcAMPTQG6%2F1YOw4ls9u61XVV%2BHd2lNzFoop7FkhE8v5UTkrqHc3CTEMmfOO2pCYVVQwl2aP3LbPjw3SHqsS86LeXS%2F%2BbSK0jbebNGQSv3oEpiNsOP88OotVmMpv0NRg4WTADZHRLpsHWaXunDY3XWeeMbAYRQ%3D%3D&webInteractiveContentId=174319402525&portalId=22762021&hsLang=en) ©2026 Mitratech. All rights reserved. [Privacy Policy](https://mitratech.com/privacy-policy/)