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What is The Legal Assistant?

Your organization can take advantage of a comprehensive solution that aims to improve productivity, increase client satisfaction, and support growth effortlessly. The Legal Assistant streamlines the handling of both incoming and outgoing mail, significantly minimizing the daily effort involved in sorting and filing. You will no longer need to be concerned about lost correspondence, as it effectively reduces the tedious processes of scanning and filing, ensuring that all incoming mail is properly connected to the relevant case files. By establishing a direct link with your email service, the system promptly recognizes and links incoming emails to the appropriate case files, even after hours, removing the burden of digging through your inbox for vital documents. Equipped with an extensive collection of Microsoft Word templates, you can start engaging with clients, opposing counsel, and other stakeholders immediately. All templates are fully customizable in Microsoft Word, making them easy for your team to use without requiring extra training. This fluid integration not only conserves time but also significantly boosts the overall effectiveness of your firm's operations, resulting in a more streamlined workflow. Ultimately, adopting this solution ensures that your firm is well-prepared to meet the demands of a fast-paced legal environment.

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

$55 per month
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

The Legal Assistant

Date Founded

2006

Company Location

United States

Company Website

www.thelegalassistant.com

Company Facts

Organization Name

Beyond Counsel

Company Location

United States

Company Website

beyondcounsel.io

Categories and Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

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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