Beyond Counsel 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.

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Pricing

Pricing Starts At:
$99 per month

Integrations

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Company Details

Company:
Beyond Counsel
Headquarters:
United States
Website:
beyondcounsel.io

Media

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Product Details

Platforms
Windows
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support

Beyond Counsel Features and Options

Legal Document Management Software

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Beyond Counsel User Reviews

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