Case Study: Ballard Spahr achieves dramatic time savings and error reduction with Mitratech HotDocs

Ballard Spahr - Customer Case Study

Ballard Spahr, an Am Law 100 firm with 475 attorneys across 12 U.S. offices, needed a faster, less error-prone way to draft complex estate planning, real estate, and finance documents—tasks that previously took a full day using copy-and-paste methods. To address this, Ballard implemented Mitratech HotDocs, deploying HotDocs Server and template automation across practice groups.

Mitratech HotDocs built and integrated automated HotDocs templates with Ballard’s document management and client databases, enabling one-click document generation and easy template edits. The solution cut Family Wealth Management document production from a full day to under 30 minutes, reduced real estate transaction bundles from 6–7 hours to under an hour, and streamlined audit response letters—delivering major time savings, fewer errors, and firmwide adoption.

Ballard Spahr

Kelli Kane

Coordinator