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Description
Access a comprehensive visual summary of client matters on one screen, available from any device including computers, smartphones, or tablets. Efficiently assign and monitor key tasks to adhere to court deadlines while keeping track of the status and progress of all active cases. Strengthen client relationships and enhance billable hours through an organized approach. With a single-screen overview of projects, deliverables can be assigned and tracked with tasks directly linked to relevant content. Foster collaboration by connecting customers, partners, and vendors seamlessly. Efficiently store, discuss, search, and share documents and files, ensuring that everything you need is just a click away on any device. Enjoy secure legal collaboration without the need for complex servers or programming. You can search thoroughly across all matters and documents, allowing for enhanced efficiency. The system is fully customizable to align with your legal processes, leading to improved organization and security. This includes comprehensive security measures, access control features, and centralized administration, ensuring that all aspects of your practice are well-managed and protected. Stay ahead of your workload with these innovative tools designed to streamline your legal operations.
Description
eState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$40 per month
Free Trial
Free Version
Pricing Details
$119 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
PBworks
Founded
2005
Country
United States
Website
www.pbworks.com/legal.html
Vendor Details
Company Name
eState Planner
Founded
2017
Country
Canada
Website
www.e-stateplanner.com