|
|
For estate planning practices
Hand off the paperwork.
Get it back done.
A workspace where your team and your agents work side by side. You ask in plain
English — the work comes back finished.
|
|
Hi {{First name}} — {{one line proving you actually read their site}}. Here's what an
agent would take off your desk this week.
|
 |
It takes in the client
Sends the link over email or WhatsApp, asks only what applies to that family, and follows up on what's missing.
|
|
It reads what they send
Even a deed photographed in 1994. Figures and names read twice — flagged, not guessed, when they disagree.
|
 |
 |
It writes the first draft
In your format, and in the same document you keep working on — not a new file each round.
|
|
And the matter stays together
Every document, file and message for that client in one place. Compare any two versions, hand a client a link that expires, export to Word or PDF when it's time to sign.
|
 |
|
The rest of the day, too
| · Ask it anywhere. Mention it in any conversation and it picks up the work. |
|
· Your calendar. It checks your availability and books the consultation. |
| · It writes to the client for you. Email or WhatsApp, sent under your name and logged — you approve the wording once. |
|
· Deadlines that chase themselves. Reminders that go out without you. |
| · Talk instead of type. Dictate between meetings; it listens and answers out loud. |
|
· Write together. Your team edits the same document, with spelling and grammar checked. |
| · Your data stays yours. Each practice gets its own database — nothing is pooled with anyone else's clients. |
|
· Send it onward. Every intake can land in your CRM, signed and automatic. |
|
|
And it doesn't keep your hours. It's there at 11 pm when a client finally sits down
to fill the form, and it's still working while you're in court.
|
|
Try it on a file you already have
Open your workspace, drop in one intake, and see what comes back.
No card, nothing to install.
Rather have me walk you through it? Just reply to this email.
|
|
Best,
{{Your name}}
|
|
P.S. {{Their other line of business}} — same idea, different paperwork.
|
|
