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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
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
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