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What is Business Docx?

BUSINESS DOCX® significantly improves the process of creating outstanding documents for your small business customers. With its intuitive document previews and an engaging interview format, complemented by real-time updates on client preferences, you'll find that document preparation is transformed into a much simpler task thanks to this cutting-edge drafting solution. Business Docx provides exactly the necessary tools to produce tailored, precise documents swiftly and confidently for your clientele in small to mid-sized enterprises. Furthermore, the Meetings, Minutes, and Resolutions Suite includes all the critical documents needed for conducting business meetings and documenting corporate resolutions, making it an ideal choice for corporations, partnerships, and limited liability companies. This adaptable tool not only enhances your workflow efficiency but also upgrades the quality of your documentation efforts, ensuring that every aspect is captured accurately. Overall, adopting BUSINESS DOCX® can lead to remarkable improvements in both productivity and client satisfaction, reinforcing your reputation as a reliable business partner.

What is Beyond Counsel?

Clients look for documents that are both straightforward and impactful. Our drafting solutions, designed by legal experts for fellow attorneys, aim to save you precious time while reducing the risk of expensive errors. Recognizing the importance of an efficient workflow is essential, yet that knowledge alone does not prepare you to implement one effectively. As a legal professional, you already face the challenge of balancing administrative responsibilities with pressing client demands. BeyondCounsel’s effective workflow system leads your estate planning clients from their initial interaction with you through each phase of their cases, ultimately ensuring a seamless closure of their files while fostering positive reviews and referrals. In the upcoming sections, we will detail the steps involved in our workflow system, which is crafted to boost your productivity and streamline the management of your estate planning cases. This methodology not only simplifies your processes but also enhances the connections you build with your clients, paving the way for future interactions. By adopting this structured approach, you can ensure a more efficient practice and increase client satisfaction.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealth Counsel

Date Founded

1997

Company Location

United States

Company Website

www.wealthcounsel.com/software-for-attorneys/businessdocx-succession-planning-tools

Company Facts

Organization Name

Beyond Counsel

Company Location

United States

Company Website

beyondcounsel.io

Categories and Features

Legal Document Management

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

Categories and Features

Legal Document Management

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

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