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Case Study

Estate Planning Before and After

Easily collaborated with clients for data exchange
Saved 90% of time in drafting work product
Immediately paid for different modules of case
Client user profiles
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Before and after of an estate planning firm who Documated their process.

What happens when a typical estate planning firm implements Documate? We surveyed 30 estate planning attorneys on the Documate platform and asked them about how their practice has changed. Here's what we found:

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