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Average Ratings 0 Ratings
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
Invest your time in activities that yield high value rather than tedious tasks. Enjoy the freedom to produce exactly what you desire, delivered exactly when you need it. Achieve 100% accuracy, consistency, and compliance regardless of who is responsible for drafting. Focus on your areas of expertise instead of getting overwhelmed by document preparation. Optimize your resource allocation by empowering non-lawyers to create documents. Enhance review procedures and guarantee adherence to regulations through automation. Boost your efficiency, effectiveness, and customer satisfaction, leading to better reviews. We are here to support you with our intelligent automation that performs the necessary checks on your behalf. Amplify your revenue and accomplish significantly more with your current workforce. Our team will transform your forms into expertly crafted templates. Create professional designs effortlessly using our user-friendly markup syntax, which requires no coding skills! With numerous document automation solutions available, it's important to consider specific criteria during your assessment. Think carefully about the features that will best serve your unique needs and streamline your operations effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
$50 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
Celant Innovations
Founded
2015
Country
United States
Website
www.celant.com
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
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control