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Beyond Drafting

Beyond Counsel simplifies the process of estate planning for legal experts by utilizing smart document automation, tailored workflows, and tools designed with c...

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Beyond Counsel simplifies the process of estate planning for legal experts by utilizing smart document automation, tailored workflows, and tools designed with c...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Beyond Counsel simplifies the process of estate planning for legal experts by utilizing smart document automation, tailored workflows, and tools designed with compliance in mind. Although its functionalities are mainly directed towards estate and trust planning, this platform significantly boosts efficiency, precision, and uniformity. This makes it a perfect choice for law firms and professionals dedicated to sophisticated estate planning.

Product Details

What Is Beyond Drafting?

Beyond Drafting serves as the fundamental document creation tool within the Beyond Counsel platform, specifically tailored for attorneys specializing in estate planning. This system emphasizes the development of documents that are friendly to clients, utilizing straightforward, first-person language instead of intricate legal jargon. By adopting this style, attorneys can reduce the time spent on document explanations and enhance client understanding and involvement. Additionally, it includes online client interviews to facilitate data collection for solo practitioners and smaller firms.

Beyond Drafting Pricing

The provider offers three distinct pricing tiers:

  • Bronze - $149/month

  • Silver - $229/month

  • Gold - $349/month

Request a customized pricing quote for Beyond Drafting tailored to your business needs today!

Please note: The pricing is subject to change.

Beyond Drafting Integrations

The provider has not shared information regarding integrations with third-party applications. To understand more about its features, view the Beyond Drafting demo.

Who Is Beyond Drafting For?

This tool is primarily intended for businesses operating within the legal sector.

Is Beyond Drafting Right For You?

Beyond Drafting is particularly suitable for solo attorneys and small law firms, especially those who are just starting in estate planning and require a dependable, user-friendly system. Its key strength lies in its philosophy of producing concise, client-centric documents that foster better communication. This platform is designed for lawyers who prioritize client understanding over an overwhelming array of features.

If you are still uncertain whether Beyond Drafting meets your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✘ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✘ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✘ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✔ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✔ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✘ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✔ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✔ document automationassembly
✘ attendance and time tracking
✔ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✘ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ Produces high-quality, custom documents
  • ✔ Cuts down on manual work
  • ✔ Enables expansion into estate planning

Cons

  • ✘ Concerns about legal update frequency
  • ✘ Customer support response time can be slow at times

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The vendor hasn't provided details about third-party integrations.

The vendor offers three Beyond Drafting price plans: Bronze at $149/month, Silver at $229/month, and Gold at $349/month. Get in touch for a tailored Beyond Drafting cost estimate.

Beyond Drafting software is primarily available in English.

No, it does not offer a mobile app.

The vendor hasn’t provided details about third-party integrations.

Typical users who benefit from Beyond Drafting features include businesses in the legal industry.

Beyond Drafting offers support via phone and ticket system.