Access clients’ estate details in one easy-to-manage and secure place, with files and estate planning specific forms accessible within seconds.
As a lawyer dealing with Estate Planning, your clients could be coming to you for will preparation and future financial or personal decision making arrangements. They seek your services for peace of mind to formalise their wishes, however the processes involved can be intricate and time consuming. We're here to help you every step of the way.
By providing you with all the necessary resources, streamlining your paperwork and legal document generation, Smokeball legal practice management software allows you to spend less time on administrative processes and more time to better serve your clients.
Smokeball keeps your clients’ details in one easy-to-manage and secure place, with all relevant documents, correspondence, and estate planning specific forms.
You can enter specific particulars relating to the matter in one accessible legal matter management screen. This will allow you to auto-populate client and matter details in all forms and precedents within seconds, saving you significant time and boosting productivity. Plus, everything is tracked with the best law firm time tracking software for lawyers.
Smokeball provides you with the functionality to easily create the following separate or combined matters:
The faster and more reliably you prepare estate planning documents, the happier your clients will be. Smokeball software ensures your firm’s most-used documents and forms are automated to prepopulate in seconds. Our legal document automation, powered by the best Microsoft Word and PDF integration on the market, is unparalleled and saves firms hours of typing and re-typing.
Smokeball houses an extensive range of estate planning specific Federal, State, administrative, and publicly available forms. You and your staff will eliminate time and error by knowing that you have the most up-to-date legal documents with accurate information automatically pulled from the Smokeball file.
Some of the forms and precedents you will have access to within Smokeball include:
Book a live personalised demo to see how Smokeball can help your estate planning law firm.Book your Demo