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Description
The Attorney's Assistant Client Version enables you to provide all the necessary details to file your case effectively. If your lawyer has referred you to this site, it's a clear indication that they consider a comprehensive intake form to be crucial. Be sure to fill out every section with as much detail as you can, as this will enhance your attorney's ability to advocate on your behalf. To get started, click the link above to download the software, and select Open, Run, or Save when prompted. Your download manager will facilitate the file transfer, but some systems may require additional permissions; look for options such as "Keep Anyway" or "Run Anyway" if needed. After installation, an icon named Attorney's Assistant will appear on your desktop. Open the icon and select the type of case you have, then proceed through each screen, providing thorough information. Your input will be securely stored on your computer's hard drive, allowing you to exit the program and return to it at any time to continue entering information, ensuring you have the flexibility to work at your own pace. This user-friendly process ultimately aims to strengthen your case by ensuring nothing important is overlooked.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$24.95 per month
Free Trial
No
Free Version
No
Pricing Details
$99 per month
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
Yes
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
Yes
Vendor Details
Company Name
Legal Easy Technologies
Founded
1997
Country
United States
Website
www.legaleasy.com/client/
Vendor Details
Company Name
Beyond Counsel
Country
United States
Website
beyondcounsel.io
Product Features
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
No
Document Assembly
Yes
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