Streamlined Questionnaires for Faster, More Focused Reports with Mitratech HotDocs

At the end of a client meeting, advisors typically were responsible for manually merging up to 25 pages of paper reports — which was not only time-consuming, but error-prone. 

Download the Financial Services success story to see how they:

• Consolidated 15 discrete questionnaires into one master template
• Automated their document generation for immediate reports
• Enhanced the accuracy and thoroughness of intake data

With HotDocs Advance, this team transformed their questionnaires – and processes – with streamlined, standardized questions that auto-populated and automatically merged reports as needed.