In today's competitive marketplace, Trust & Estates Practices must improve productivity and reduce costs without compromising the quality of legal service or increasing liability risk. Many law firms started by automating their drafting systems to improve the efficiency and consistency of generating estate plan documents. For others, the emphasis has been on streamlining business processes to shorten the time from initial draft to final document execution, to better track client gifting, and to automate Crummey notices.
Using EstateWork’s HotDocs Integration services, Trust & Estates Practices can achieve new heights of productivity by incorporating automated document drafting with business process management. Integrating your HotDocs Templates with EstateWorks provides all the benefits of a structured database and all the flexibility of a great document assembly system in one solution.
How it Works After a HotDocs to EstateWorks conversion, all Interviews, Document and Client data are stored in EstateWorks. This means that from that point forward, you have to input or update critical information only once, and it’s carried throughout both systems. That’s the benefit a structured database provides you. Yet, you still have the flexibility and power that HotDocs offers for document assembly.
Your HotDocs interviews function just as before, but now they can get their critical data from one central structured data source. Any information associated with the client that is stored in the EstateWorks software will automatically appear in the interview and ultimately in the assembled document. If critical client data is input or changed, HotDocs interviews receive the updated information automatically. Data Integrity is enhanced and Data Redundancy is significantly reduced. This affords you to share up-to-date information within your firm and present that same information accurately to your clients.
Benefits
Manage estate planning client information in one central repository
Eliminate duplicate data entry and opportunities
for errors and inconsistencies
Access client information and use HotDocs Templates from any of your offices and other locations, such as an attorney's home
Draft documents using your HotDocs templates without the need for separate HotDocs software or licenses
Store and manage all HotDocs planning
templates in one location to avoid inconsistencies associated
with maintaining duplicate copies in multiple offices
Project Scope
Customer HotDocs templates are converted for use with the HotDocs Online Server that is embedded into EstateWorks
Templates, Component files and Interviews are uploaded into the Customers EstateWorks database
EstateWorks data is mapped to Customers HotDocs variables where appropriate
Templates are added to the EstateWorks list of Client Letters and Documents
Implementation is tested for quality assurance
Customer is provided with tools to upload and manage changes to their HotDocs templates
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