WealthCounsel offers four different membership options to suit your firm’s needs: Essential, Trusts & Estates Professional, Elder Law Professional, and Elite. Each membership includes state-of-the-art drafting software, live and on-demand continuing legal education (CLE), access to a nationwide network of collaborative attorneys, unlimited member and software support, and more.
WealthCounsel’s world-class online document drafting solutions—Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®—allow your entire office to access files in real time and collaborate anytime, anywhere. For greater efficiency and accuracy, each drafting system includes contextual help, expert commentary, and key legal resources, such as LawY AI-powered research, to inform your decision-making as you draft.
We also offer a client intake solution that provides a secure and efficient method for attorneys to collect information from new and prospective clients. Through intelligent automation, Client Intake reduces the need for manual data entry and the risk of typos by collecting information directly from the client. With just a few clicks, you can securely gather relevant information about partners, dependents, fiduciaries, and assets.
All of our software solutions come with unlimited support via our Member Services and Software Support te...
More Information » www.wealthcounsel.com/software-for-attorneys
Whether you want to obtain CLE credits, discover new legal strategies, or stay abreast of industry changes, we have an event to meet your needs. View our events calendar today to see upcoming educational opportunities for you and your firm.