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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
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.
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.
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.
