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Description
Clients seek documents that are straightforward, succinct, and impactful. Our drafting tools, designed by lawyers specifically for their peers, help you save time and minimize expensive mistakes. While it’s clear that a robust workflow system is essential, understanding its importance doesn’t directly translate into creating or executing one. As a lawyer, your plate is already full with urgent matters and clients requiring your immediate focus, leaving little room for administrative tasks. BeyondCounsel offers a proven workflow system that guides your estate planning prospects from their first interaction with you, through all phases of their case, and culminates in file closure along with positive feedback and referrals. In the following sections, we will outline the steps of the workflow system we've designed to enhance your productivity and efficiently handle your estate planning cases, ensuring that you can focus more on your clients and less on operational hurdles. By implementing this system, you can expect to see improved client satisfaction and more streamlined processes.
Description
With guidance from top lawyers, legal templates for your business. In less than 15 minutes, you can create market-accepted contracts. Compare the key issues in each template to find one that meets your specific legal needs. You are welcome to verify the industry experience and qualifications of the lawyer(s), who created the template. Simply fill out a few details using our step by step questionnaire with built-in guidance. You can also customize the contract to meet your specific needs, e.g. You can add clauses or definitions to the contract. Print, sign, and then sign by hand. You can also use an esign tool to digitally sign the document and send it to the other side. This template can be saved to your computer and stored for future reference. Automate the creation of contracts using pre-built questionnaires. Create custom questionnaires to automate the drafting of your own templates. Our AI can automatically review legal contracts.
API Access
Has API
API Access
Has API
Integrations
Google Docs
Microsoft Word
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$324.04 per month
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
Beyond Counsel
Country
United States
Website
beyondcounsel.io
Vendor Details
Company Name
Genie AI
Country
United Kingdom
Website
www.genieai.co
Product Features
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates