InterActive Legal drafting systems can be used to draft wills, a variety of trusts, and other documents, as needed – one document at a time. However, many estate planning clients need a similar set of documents that can be easily reproduced. Setting up your InterActive Legal program to work more efficiently for your practice can streamline your drafting process and make it easy for you and your paralegal or assistant, if you have one, to quickly generate typical estate plans.
In this webinar, we will illustrate ways you can set up your InterActive Legal program for more efficient drafting. The presentation will highlight drafting preferences, custom profiles, multiple document processing, document packages, and the reciprocal document function. Most of the options we will present are available in all practice systems. The “Document Packages” function is only available for subscribers with a professional license. The webinar will cover efficient drafting both with and without Document Packages.
Don’t miss this opportunity to learn how to get the most out of your InterActive Legal subscription.
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Let us help increase the productivity and profitability of your practice.