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Manager Hotdocs Jobs (NOW HIRING)

Trusts & Estates Paralegal

Grand Rapids, MI ยท On-site

$55K - $99K/yr

... Word, HotDocs, and related tools. Location: Detroit, MI or Grand Rapids, MI -- on-site in a ... Manage, assemble, and organize estate planning forms and client materials. * Review documents for ...

NA Manager, Innovation & AI Firm Summary White & Case is an elite global law firm serving leading ... Experience implementing solutions, including automation tools (such as Contract Express or HotDocs ...

NA Manager, Innovation & AI Firm Summary White & Case is an elite global law firm serving leading ... Experience implementing solutions, including automation tools (such as Contract Express or HotDocs ...

Manage updates to automated documents, ensuring accuracy, version control, and alignment with ... Hands-on experience with legal or document automation platforms such as HotDocs, Contract Express ...

Coordinate all commercial document preparation activities through HotDocs * Work jointly with ... Asset Management provides individuals, advisors and institutions with strategies and expertise that ...

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Probate Paralegal

Melbourne, FL ยท On-site

$31.25 - $36/hr

Prior experience with legal case-management software and HotDocs software. * Notary Public commission/certification preferred. Pay Rate Range: $31.25 - $36.00 per hour. Compensation may vary outside ...

Document Administrator II

Waltham, MA ยท On-site

$25 - $36.06/hr

Key responsibilities include documenting new facilities, amending existing facilities, and managing ... Working knowledge of LoanIQ, HotDocs, and Credit Center * Commercial real estate loan experience

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Manager Hotdocs information

What is a Manager Hotdocs?

A Manager Hotdocs is a professional responsible for overseeing the implementation, customization, and maintenance of HotDocs, a document automation software widely used in legal and business environments. They manage template development, ensure compliance with organizational standards, and support users in maximizing efficiency through automated document generation. The role often includes training staff, troubleshooting technical issues, and collaborating with IT or legal teams to streamline document workflows. Manager Hotdocs may also be involved in integrating HotDocs with other software systems to optimize business processes.

What are some typical challenges faced by a Manager Hotdocs when implementing document automation solutions across an organization?

As a Manager Hotdocs, one common challenge is ensuring seamless integration of the Hotdocs platform with existing document management and workflow systems. You may also encounter resistance to change from team members who are accustomed to manual processes, requiring strong communication and training skills. Additionally, maintaining data security and compliance during automation is essential, and collaborating with IT, legal, and business units is often necessary for successful adoption. Staying updated with the latest features and updates from Hotdocs can further help in optimizing document automation strategies.

What are the key skills and qualifications needed to thrive as a Manager Hotdocs, and why are they important?

To thrive as a Manager Hotdocs, you need expertise in document automation, strong project management abilities, and a background in legal or business processes, often supported by a relevant degree. Proficiency in HotDocs software, familiarity with document management systems, and sometimes certifications in legal technology are typically required. Excellent communication, leadership, and problem-solving skills are vital for coordinating teams and translating complex requirements into automated solutions. These skills ensure efficient document workflow, minimize errors, and support organizational productivity in document-intensive environments.

What is the difference between Manager Hotdocs vs Document Specialist?

AspectManager HotdocsDocument Specialist
CredentialsTypically requires experience with Hotdocs software, possibly a related degree in business or ITOften requires proficiency in document management and editing, with certifications in document software
Work EnvironmentLeads teams, manages workflows, and oversees document automation projectsFocuses on creating, editing, and managing documents within organizations
Industry UsageCommon in legal, insurance, and financial sectorsUsed across various industries for document preparation and management

The main difference is that a Manager Hotdocs oversees the implementation and management of Hotdocs automation systems, while a Document Specialist focuses on creating and editing documents, often using Hotdocs or similar tools. The manager has leadership responsibilities, whereas the specialist is more hands-on with document production.

What cities are hiring for Manager Hotdocs jobs?

Cities with the most Manager Hotdocs job openings:

What are the most commonly searched types of Hotdocs jobs?

The most popular types of Hotdocs jobs are:

What states have the most Manager Hotdocs jobs?

States with the most job openings for Manager Hotdocs jobs include:

Infographic showing various Manager Hotdocs job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution.

Trusts & Estates Paralegal

Orion Placement

Grand Rapids, MI โ€ข On-site

$55K - $99K/yr

Full-time

Dental, Vision, Retirement, PTO

Posted 15 days ago


Job description

Pay: $55,000.00 - $99,000.00 per year

Why This Is a Great Opportunity

  • Join a sophisticated Trusts & Estates practice supporting complex estate planning, trust administration, wealth preservation, business succession, and probate matters.
  • Work alongside an experienced team of attorneys and paralegals while gaining valuable exposure to high-level private client work.
  • Take on meaningful responsibilities across estate planning documents, estate settlements, fiduciary accountings, and legal document management.
  • Build specialized Trusts & Estates expertise in a collaborative environment that values accuracy, teamwork, and professional development.
  • Enjoy a strong benefits package, generous PTO, professional development opportunities, and a supportive workplace culture.
  • Gain exposure to document automation technology and modern legal workflows, with opportunities to leverage Microsoft Word, HotDocs, and related tools.

Location: Detroit, MI or Grand Rapids, MI — on-site in a professional, collaborative law firm environment.

Note: Must have 1+ year of directly relevant Trusts & Estates or estate planning experience. Strong attention to detail, communication, and organizational skills are essential.

About Us

We are a well-established full-service law firm with a sophisticated private client practice and a strong reputation for thoughtful, high-quality legal service. Our team values collaboration, professional growth, client service, and creating an environment where talented professionals can build lasting careers. Confidential Employer.

Job Description

  • Assist attorneys with the preparation and organization of estate planning documents.
  • Support the estate settlement process from initial administration through completion.
  • Prepare and maintain fiduciary accountings and related documentation.
  • Manage, assemble, and organize estate planning forms and client materials.
  • Review documents for accuracy, completeness, and consistency.
  • Coordinate information and documentation needed from clients, attorneys, financial institutions, and other parties.
  • Maintain organized client files and ensure sensitive information is handled with discretion.
  • Use Microsoft Word and document management tools to prepare and maintain sophisticated legal documents.
  • Support attorneys and paralegals with day-to-day Trusts & Estates matters and special projects.
  • Identify opportunities to improve document organization, workflow efficiency, and administrative processes.

Qualifications

  • 1+ year of Trusts & Estates, estate planning, probate, or closely related paralegal experience.
  • Bachelor's degree preferred, ideally in paralegal studies, legal studies, or a related field.
  • Certificate from an ABA-approved paralegal program preferred.
  • Strong understanding of legal documents and professional office procedures.
  • Advanced proficiency with Microsoft Word preferred.
  • Experience with document automation software such as HotDocs is a plus.
  • Entry-level coding or scripting experience is a plus.
  • Exceptional attention to detail and organizational skills.
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities while maintaining accuracy and confidentiality.

Why You Will Love Working Here

You'll be part of a team where your work directly supports attorneys and clients on meaningful estate planning and private client matters. We foster a collaborative culture where people support one another, invest in professional development, and take pride in delivering excellent work. With strong benefits, paid time off, professional development opportunities, and a team-oriented environment, this is an excellent opportunity to grow your legal career in a specialized and highly respected practice area.

JPC-1745

Benefits:

  • 401(k)
  • Dental insurance
  • Paid time off
  • Retirement plan
  • Vision insurance