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From automatic document assembly to client relationship management, CounselProTM makes it easy to give your clients the best possible care.
See how CounselProTM estate planning software can give your law firm an unfair advantage.
Make drafting and assembling documents the easiest part of your job.
Every attorney wants to spend less time drafting and more time helping their clients. CounselPro™ is loaded with professionally-written templates that are kept current and error-free by the Academy’s Education and Technology departments. It’s like having a huge team of expert attorneys drafting, vetting and updating your documents FOR you. And creating documents couldn’t be easier!
Just enter your client’s information during your consultation, select the documents you want to create, and our built-in wizard generates everything automatically - even complex plans that are hundreds of pages long!
Much more than just estate planning document assembly software, CounselPro™ is a total solution for the estate planning law firm.
The software quickly becomes the backbone of your day-to-day operations, making everything more efficient and equipping you to give your clients the best possible care and your prompt attention.
Manage every client relationship with confidence – from first contact to final signing and beyond.
S.J. Khalsa
Member Firm Since 1995
The wizards are so easy to use… it’s head and shoulders above anything out on the market.
CounselPro is a home run – we use it in our firm every day. It reduces staff time, errors in the documents… it’s one of the best planning tools we have. It makes our job much easier; we can focus on the clients because we’re not worried about the documents.
John D. Laughton
Member Firm Since 1999
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CLOUD-BASED DOCUMENT PRODUCTION AND CLIENT / PRACTICE MANAGEMENT SOFTWARE SNEAK PEEK