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Description
Introducing docunite® - the pioneering Document Management System for Real Estate. With features like automatic sorting, rapid access, and a sophisticated authorization framework, it acts as an intelligent hub for your documents. One of its standout features is the comprehensive visualization of the entire real estate life cycle. docunite® effectively integrates every stage of real estate management into a single platform, encompassing planning, construction, purchasing, inventory oversight, and transactions. The system excels in automatic document recognition and categorization, swiftly organizing your files upon import according to established standards like the GIF format, ensuring they are accessible without duplicating efforts. Authorized users can access the classified documents immediately, enhancing collaboration and efficiency. Additionally, the platform offers tailored virtual views for each department, ensuring that every team has access to the most current information and documents in a clear, multidimensional format that facilitates cross-departmental clarity. This innovative approach revolutionizes how real estate professionals manage their documentation, streamlining workflows and fostering better communication.
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
No price information available.
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
docunite
Country
Germany
Website
docunite.com
Vendor Details
Company Name
eState Planner
Founded
2017
Country
Canada
Website
www.e-stateplanner.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
