Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Attorney's Assistant Client Version enables you to provide all the necessary details to file your case effectively. If your lawyer has referred you to this site, it's a clear indication that they consider a comprehensive intake form to be crucial. Be sure to fill out every section with as much detail as you can, as this will enhance your attorney's ability to advocate on your behalf. To get started, click the link above to download the software, and select Open, Run, or Save when prompted. Your download manager will facilitate the file transfer, but some systems may require additional permissions; look for options such as "Keep Anyway" or "Run Anyway" if needed. After installation, an icon named Attorney's Assistant will appear on your desktop. Open the icon and select the type of case you have, then proceed through each screen, providing thorough information. Your input will be securely stored on your computer's hard drive, allowing you to exit the program and return to it at any time to continue entering information, ensuring you have the flexibility to work at your own pace. This user-friendly process ultimately aims to strengthen your case by ensuring nothing important is overlooked.
Description
Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$24.95 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Legal Easy Technologies
Founded
1997
Country
United States
Website
www.legaleasy.com/client/
Vendor Details
Company Name
Vanilla
Founded
2019
Country
United States
Website
www.justvanilla.com
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control