HotDocs® is document automation
software used extensively by law firms, corporations, government, insurance,
and medical professionals. It enables the rapid preparation of complex
documents that contain many similar sections and many custom data elements.
HotDocs is a small subsidiary of LexusNexus
which provides authoritative legal, news, public records and business information.
LexusNexus is itself a division of Reed Elsevier Inc, a large publisher.
HotDocs maintains a professional services division, which provides
expert training, turn-key project development and broad consulting services
for individuals, firms and corporate users of HotDocs. This project's
client is HotDocs
Proposal: Specify and Prototype a Client and Prospect Communication Tracking
services (HotDocs PS) interacts with dozens of active clients and qualified
prospects. A team of people at HotDocs PS interacts with each client
or prospect. Interactions with clients occur in meetings, emails,
phone calls, and documents. Although team members provide weekly
activity reports, it is often difficult to find particular information
about a particular client. The goal of this project is to specify
and prototype a system that will collect and manage client communications,
so anyone at HotDocs PS can search or browse through the communications
and find information about the interaction with a particular client.
How this problem will be solved remains unclear. A brief investigation
has not uncovered a commercial product that would collect the client communications.
But a more persistent search may find some suitable product(s).
Currently, HotDocs PS employs Outlook for email, TimeMatters for recording
work hours and Imanage for documents. A possible solution might be
an Outlook Exchange server with some configuration glue that collects together
links to related documents and emails. Another possible solution
might involve an SQL DBMS with an ASP front-end.
This project will specify the needs in detail and investigate these,
and possibly other, solutions. It will produce either a prototype
solution, or a purchase recommendation, or both.
125 Park Ave., at 42nd St.
Company Web site
Jim Robertson, Managing Consultant, East Region, 973-820-2044, Jim.Robertson@lexisnexis.com
Resources that will be made available to students
Access to any relevant data, code and information.