Tag Archives: Automation

Learn how using dynamic document templates, standardized letters, emails and forms can speed up file preparation, increase profits, and make you look like a rock star to your clients. Gain insight on: How document automation, a.k.a. document assembly or auto-drafting, can fit into your practice. The benefits of automating documents; closing statements, forms, letters, and e-mails. Safeguarding your work from costly errors.   Thank ...

As an Estate Planning attorney, you have the ability to safeguard a client’s legacy. Protecting their assets, distributing their wealth, and preserving their values. You treat every client with care and respect, paying special attention to their needs, every step of the way. We will cover: Document assembly vs. document automation Benefits of automation Types of documents I can automate Available automation ...