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Overview
Beyond Counsel streamlines estate planning for legal professionals through intelligent document automation, customizable workflows, and compliance-focused tools. While its features cater primarily to estate and trust planning, the platform enhances efficiency, accuracy, and consistency, making it an ideal solution for law firms and practitioners focused on advanced estate planning.
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Starting Price
Custom
Beyond Drafting Specifications
- Document Automation/Assembly
- Workflow Automation
- Document Management
- Compliance & Security Features
What Is Beyond Drafting?
Beyond Drafting is the core document drafting system within the Beyond Counsel platform, designed for estate planning attorneys. It focuses on creating client-friendly documents in concise, first-person language, moving away from complex legalese. This approach helps lawyers save time explaining documents and improves client comprehension and engagement. The system also features online client interviews to streamline data intake for solos and small firms.
Beyond Drafting Pricing
The vendor offers three pricing plans:
- Bronze - $149/month
- Silver - $229/month
- Gold - $349/month
Disclaimer: The pricing is subject to change.
Beyond Drafting Integrations
Who Is Beyond Drafting For?
Beyond Drafting is mainly designed for businesses in the legal industry.
Is Beyond Drafting Right For You?
Beyond Drafting is an ideal fit for solo practitioners and small law firms, particularly those new to estate planning who need a reliable and easy-to-use system. Its standout feature is its core philosophy: creating concise, client-friendly documents that enhance communication. It's built for lawyers who value client comprehension over a vast, 'kitchen sink' feature set.
Still doubtful if Beyond Drafting is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Beyond Drafting Features
Client-Centric Document Drafting
This system is built on a ‘client first’ philosophy, using ‘first person’ language that is relatable and understandable. The goal is to produce concise, readable documents, which limits the time attorneys spend explaining complex terms and increases client trust.
Practice-Tested Document System
The platform's documents are continuously evolved and practice-tested. This provides attorneys with confidence that the legal language is both effective and vetted by a large user base.
Scenario Builder
This feature lets estate planners save time by creating reusable templates for common client situations. Users can preconfigure options for wills, trusts, and powers of attorney, then quickly customize client details—streamlining document creation while maintaining accuracy and consistency.
Pros And Cons of Beyond Drafting
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
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Frequently Asked Questions
Does Beyond Drafting offer an API?
The vendor hasn't provided details about third-party integrations.
What types of pricing plans does Beyond Drafting offer?
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.
What languages does Beyond Drafting support?
Beyond Drafting software is primarily available in English.
Does Beyond Drafting offer a mobile app?
No, it does not offer a mobile app.
What other apps does Beyond Drafting integrate with?
The vendor hasn’t provided details about third-party integrations.
Who are the typical users of Beyond Drafting?
Typical users who benefit from Beyond Drafting features include businesses in the legal industry.
What level of support does Beyond Drafting offer?
Beyond Drafting offers support via phone and ticket system.