--- title: HotDocs Preparation Checklist description: Assess your business's readiness for document automation, ensuring efficiency, security, and scalability for future growth. image: https://wfa.mitratech.com/hubfs/CLC/Assets/Brochures/Document-Automation-Checklist/Document-Automation-Checklist_FeaturedImage.png --- [![mitratech-logo-dark](https://wfa.mitratech.com/hs-fs/hubfs/Branding%20Kit/mitratech-logo-dark.png?width=190&height=23&name=mitratech-logo-dark.png) ![mitratech-logo-dark](https://wfa.mitratech.com/hs-fs/hubfs/Branding%20Kit/mitratech-logo-dark.png?width=200&height=24&name=mitratech-logo-dark.png)](https://mitratech.com/) [![mitratech-logo-dark](https://wfa.mitratech.com/hs-fs/hubfs/Branding%20Kit/mitratech-logo-dark.png?width=120&height=15&name=mitratech-logo-dark.png)](https://mitratech.com/) # Ready for Document Automation? Your Next-Step Preparation Checklist ### Determine if you need (and are ready for) a document assembly and automation software The hours spent drafting, reviewing, and manually inputting information from documents add up – and could be better spent on business initiatives that propel your organization. But how do you know when to get started with document assembly and automation?  Download the checklist to discover: - How to evaluate your current workflows and identify areas ripe for automation - 8 steps for considering and implementing document automation software - 16 questions to ask yourself to prepare for integration - And more! Ready to take the next step? Download now to move confidently towards document automation, driving greater efficiency and growth for your business. ![Document-Automation-Checklist\_Thumbnail](https://wfa.mitratech.com/hs-fs/hubfs/CLC/Assets/Brochures/Document-Automation-Checklist/Document-Automation-Checklist_Thumbnail.png?width=500&height=500&name=Document-Automation-Checklist_Thumbnail.png)   ### Download the Guide ©2026 Mitratech. All rights reserved. [Privacy Policy](https://mitratech.com/privacy-policy/)