WealthCounsel has been helping attorneys practice efficiently and confidently for over 25 years. As a company created and run by attorneys for attorneys, we intimately understand the unique challenges that many legal practitioners face. From creating intelligent documents to staying on top of changing laws, increasing your skill set, and growing your law practice, WealthCounsel provides a comprehensive solution to help you succeed.
We offer many membership options, with pricing based on the number of users in your firm and the products that best fit your firm’s needs. To learn more about our membership options, schedule a call with a Practice Development Consultant to discuss your goals, preview the software, and explore the ways in which a WealthCounsel membership can benefit your firm.
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.
