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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

Select the document you wish to create from our extensive collection of templates. Each of our templates has been crafted by legal professionals to guarantee their accuracy, comprehensiveness, and relevancy. Your document will seamlessly integrate the information you input, and it is also entirely customizable, allowing you to modify any section as needed. After your legal document is generated and tailored to your specifications, it’s completely yours! You can save it, print it, and distribute it to anyone you desire. Since its inception in 2001, LawDepot began with a single document: a Promissory Note, commonly understood as an IOU. The success of this initial offering led us to broaden our range to better serve your legal needs. We recognized the significance of providing safe, accessible, and cost-effective legal tools to handle a variety of everyday circumstances. Now, we proudly present over 150 document templates that can be utilized across all 50 states, whether you are looking to safeguard your estate, loan money, manage rental properties, or establish a business. Our commitment to continuously enhancing our offerings ensures that you have the best resources at your fingertips.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Pricing Details

$33 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 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 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 No 

Vendor Details

Company Name

Beyond Counsel

Country

United States

Website

beyondcounsel.io

Vendor Details

Company Name

Legal Depot

Website

www.legaldepot.com

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 Yes 
Collaboration Yes 
Contract Management No 
Document Assembly No 
Document Indexing Yes 
Document Tagging No 
Full Text Search Yes 
Version Control No 

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