Case Study: Orrick, Herrington & Sutcliffe achieves streamlined document automation and high-volume client outreach with Mitratech HotDocs

Orrick - Customer Case Study

Orrick, Herrington & Sutcliffe LLP is a global law firm whose Emerging Companies Group needed a more efficient way to serve high volumes of early‑stage start‑ups with routine formation and financing documents. To streamline delivery and offer free term sheets as a marketing tool, Orrick turned to Mitratech HotDocs, deploying HotDocs Developer and HotDocs Server to make templates and browser‑based interviews widely accessible.

Using Mitratech HotDocs, Orrick automated its existing set of roughly 500 start‑up templates, built annotated interactive interviews for junior lawyers, and published a Term Sheet Creator on its public site as part of a Start‑up Tool Kit. The solution enabled clients to self‑generate custom term sheets and submit answer files to Orrick, creating a high‑volume, efficient intake channel that speeds document production, broadens client outreach and gives Orrick a measurable competitive advantage through the 500 automated templates and increased interaction with potential clients.

Orrick

Lowell Ness

Partner