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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
For over ten years, Epoq has led the way in the field of legal document technology. We provide a variety of solutions that utilize a comprehensive set of components to enable the complete online delivery of legal document services to users. The process of document automation, also referred to as document assembly, accelerates the creation of documents by employing versatile and adaptable templates. These templates encompass all necessary clauses and text to generate a specific document, and they are activated during the drafting phase according to the established rules and logic within the template. Our Rapidocs® platform offers context-sensitive assistance and guidance, helping users navigate the more intricate aspects of a document effectively, while also providing detailed notes for reference when needed. This innovative approach significantly decreases the time involved in document creation, while simultaneously enhancing the accuracy and consistency of the final drafts. Ultimately, Epoq’s solutions empower legal professionals to work more efficiently and with greater confidence in their document processes.
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
$99.00/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
Epoq
Founded
1996
Country
United Kingdom
Website
www.epoq.co.uk/document-automation/
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