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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Closing Portal by Mobilu transforms your legal transactions. Bring all key players, including lawyers and buyers, sellers, notaries and more, together on one platform. Centralize data, automate workflows and streamline collaboration. Featuring cutting-edge data room, secure document management, digital signatures and task automation. Reporting and analytics will help you gain insights. Simplify the closing process by integrating your customers in an easy-to-use interface.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Mobilu Virtual Data Room No 

Integrations

Mobilu Virtual Data Room Yes 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Beyond Counsel

Country

United States

Website

beyondcounsel.io

Vendor Details

Company Name

Mobilu

Founded

2010

Country

Luxembourg

Website

www.mobilu.eu/closing-portal/

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

Product Features

Legal Document Management

Access Controls No 
Archiving & Retention No 
Collaboration No 
Contract Management No 
Document Assembly No 
Document Indexing No 
Document Tagging No 
Full Text Search No 
Version Control No 

M&A

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