What do we mean?
Think about your last client’s Estate Plan you created. If you are like most Estate Planning attorneys, you likely took a previous client’s documents and started to copy and paste the new information.
It may only seem like it is taking a short time to do the copy and paste process.
But what about:
- Frustrations with keeping up with your clients’ plans
- Needing to go into each and every document and copy and paste the same information
- Time taken reviewing and re-reviewing to ensure everything is right
- New staff members that need to be trained on how to draft documents
How much better is Knackly at building your Estate Planning documents? Let us show you!
Estate Planning, like many other practice areas, is document-intensive and becoming a flat-fee service. That means slow firms lose money. But, by speeding up every aspect of your document-building and client-intake processes, Knackly prevents waste and inefficiency.
Click this to watch us perform an intake and document-creation session for a new client seeking an advance medical directive and last will and testament. See for yourself how law firms like yours save thousands of dollars by improving this single workflow.