Lawvex creates a DIY Estate Planning Toolkit, built on Documate. The Personal Property Memorandum is offered for free to consumers as a lead-generating tool.
Lawvex, LLP — a Central California systems-driven trust and estates law firm has been an early adopter of innovative legal technology offerings since 2009. Lawvex recently utilized Documate's document automation tools to create their own do-it-yourself Personal Property Memorandum in an effort to perform at the highest level of productivity during a time of social distancing and avoiding unnecessary interactions. The Personal Property Memorandum is the first in a series of Lawvex automated estate planning tools to be released as part of their "DIY Estate Planning Toolbox".
Lawvex founder and Managing Attorney, Gary Winter, has been pleased with the feedback from the clients and members of the community who have visited the site, watched the tutorial videos and created their own Personal Property Memorandum without attorney involvement. Winter is optimistic about the scope of what Lawvex will do with Documate, stating:
"Our vision is to pair education with tech, for example, tutorial videos with online self-help resources for our clients and the community to become better educated to create solutions themselves unless complexity factors require more. This is a uniquely distinguishing feature of law firms that deploy their own tech solutions versus pure online form stores. We can automate the simple, but when matters escalate due to complexity, we are also able to teach our users how to recognize that complexity and offer an upsell to traditional legal services. This way, we drive value so that lawyers stay out of simple matters and do what they do best, that is – complex and expensive work that is hard to automate."
In addition to utilizing Documate, Lawvex leverages a cutting-edge technology stack to deliver the best possible results for its attorneys, staff and clients. Documate's founder, Dorna Moini, is pleased that Lawvex was able to create such a valuable resource, stating, "We're excited at what our users are able to develop with the platform. It's rewarding to see them get creative to develop precise, specialized solutions to help them put out the best possible product."
Pushing the limits of innovation and modernizing internal workflows has helped Lawvex deliver a speedy and unique experience for customers, and Documate's platform was essential to Lawvex's ability to develop its own legal tools with minimal coding knowledge. Winter stated, "This is only the beginning. We have been waiting for a solution that would allow Lawvex to internally begin pushing out our own automation products without hiring third-party developers that bog down the process, and Documate does that."
Documate is a code-free document automation and expert system builder that transforms documents into client-facing workflows and apps. Using Documate's DIY workflow builder, lawyers can quickly and easily have all necessary documents generated automatically. Clients can simply visit a lawyer's website and answer a series of logic-based questions, and the workflow builder will have all relevant documents prepared, set up, and ready to go.
Documate fills the need for more streamlined workflow processes in law firms and other businesses. The modern and intuitive platform increases productivity, saving users approximately 80% to 90% of the time it typically takes to generate and revise documents manually.
For more information about the company and the services it provides to the legal field and other businesses, visit documate.org or check out videos and other helpful documents and information at help.documate.org.
Documate turns template documents and forms into powerful workflows that can be used for internal document generation or to create collaborative legal applications for clients and the public with no code.
Lawvex is a full-service trust and estates law firm with both virtual and physical office space with multiple attorneys in multiple offices in Central California. The Lawvex mission is to save clients from legal frustration with fantastic client service by living out our values of speed, efficiency, value, education, transparency and compassion. For more information, visit Lawvex.com or try the Personal Property Memorandum at Lawvex.com/ppm
Immigration law firm Sisu Legal uses Gavel to improve their work product, save time, and create a better user experience for their clients to ease their process in obtaining immigration status in the US and Canada.
LCN Legal has used Gavel's legal document automation software to create an expert system out of one of the most complex areas of law: transfer pricing. We interview Paul Sutton on his process.
We surveyed 50 lawyers in corporate law, family law, and estate planning. The verdict? Over 90% in time savings through legal document automation.
Hague Envoy created an app to efficiently generate completed Hague Service Requests (colloquially known as the USM-94). This request allows litigators in the US and Canada to serve opposing parties in other countries, but the standard request form comes in multiple versions and is sent under varying requirements for each country. Learn how they launched the legal app, decided on pricing, and marketed it to their customer base.
Sign up for our newsletter to get product updates, exclusive client interviews, and more.