Document Assembly Software
Software is an essential tool for real success in business. A law firm invests money and time in generating interest in their services, they meet with potential clients and make creative decisions with the client enabling that client to achieve the goals they have for building, preserving, protecting and distributing their wealth… and after all that, if they can't efficiently create unique timely documents, they risk losing the business or earning a reputation for being sloppy or slow.
Because Estate Planning documents are so complex, software that gives an attorney every conceivable option to solve a client's problems is extremely difficult to come by.
The Academy's "CounselProTM" is the most comprehensive document assembly program available and it's only available to members and the other attorneys in those member lawfirms. This state-of-the-art software program is kept completely up-to-date bythe Academy's Education and Technology Departments, leaving the attorneys in the membership free to actually practice law.
The Academy's Technical Support team recommends the appropriate hardware to support the Academy software. They coach a member's staff person through the installation and then provide the training necessary to operate the software.“Dennis Sandoval and Steve Hartnett are very patient when helping me understand complex concepts ... and they hang in there with me until I get it.”
Randy H. — Utah Member