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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
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

Table of Contents

Before and after of an estate planning firm that used Gavel for their firms

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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