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ease
features
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support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$24.95 per month
Free Trial
Free Version

Pricing Details

$99 per 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

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
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

Alternatives

Alternatives

LegalDepot Reviews

LegalDepot

Legal Depot