Case Study: Interactive Legal Suite achieves streamlined attorney productivity and tailored estate planning with Mitratech HotDocs

Interactive Legal Suite - Customer Case Study

Interactive Legal Suite (ILS) is a flexible estate‑planning system that helps attorneys tackle complex, state- and federal‑specific planning challenges by producing individually tailored client plans. To manage extensive practice‑specific forms and options and streamline drafting, ILS leverages Mitratech HotDocs document assembly as a core component of its offering.

Mitratech HotDocs was integrated into ILS’s Wealth Transfer Planning product to automate document assembly, centralize form logic, and drive drafting consistency. The HotDocs‑powered solution created a more comprehensive productivity system for legal professionals—enabling faster, more accurate, and scalable preparation of tailored estate plans while simplifying management of complex form variations.

Interactive Legal Suite