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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Streamlined Document Generation. Effortlessly craft tailored legal documents utilizing your own material. This solution is designed for legal professionals to produce precise documents reflecting their firm's established practices and insights. By opting for LegalUp’s service, you can reduce the time spent on document creation by an average of 80%. Enhance your website's appeal by offering clients a distinct advantage, showcasing innovation through the complimentary access to LegalUp's platform at the onset of your "client journey," enabling your true expertise to shine during more intricate assignments. Do you need to gather information from your client to prepare a document? Rather than collecting it directly, provide them with a digital questionnaire that directs them to supply all necessary factual information. LegalUp’s technology converts your intricate, repetitive legal documents into automated smart wizards that adeptly integrate your firm's knowledge and best practices, ensuring efficiency and precision in every generated document. With this approach, you not only save time but also elevate the quality of your legal services.

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

$299 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 No 
Live Rep (24/7) Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

Beyond Counsel

Country

United States

Website

beyondcounsel.io

Vendor Details

Company Name

LegalUp

Founded

2015

Country

United States

Website

legalup.me/

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

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