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.

Pricing

Price Starts At:
$99 per month

Integrations

No integrations listed.

Screenshots and Video

Beyond Counsel Screenshot 1

Company Facts

Company Name:
Beyond Counsel
Company Location:
United States
Company Website:
beyondcounsel.io

Product Details

Deployment
Windows
Training Options
Documentation Hub
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Beyond Counsel Categories and Features

Legal Document Management Software

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