AAEPA CounselPro8

The AAEPA CounselPro8 is an estate planning software designed specifically for attorneys. According to the vendor, it offers a range of features and tools to streamline document assembly, client management, communication, marketing optimization, office workflow, firm analytics, and appointment scheduling. The software is suitable for practices of all sizes and is used by estate planning attorneys, law firms specializing in estate planning, legal professionals in the field, estate planning consultants, and financial planners specializing in estate planning.

Key Features

Fully-automated document assembly: According to the vendor, the software provides access to over 300 professionally written templates that cover a wide range of estate planning needs, making it easier to create complex estate plans.

Client information management: The software allows for the management of client information in one centralized location, including complete client profiles and asset inventories, for efficient case management and personalized estate planning, as per the vendor.

Client communication tools: The software includes over 300 pre-written letters for streamlined client communication, as stated by the vendor. It also enables automatic updates and reminders based on client profiles, facilitating effective and personalized communication.

Marketing optimization tools: According to the vendor, the software supports effective marketing efforts by providing tools to manage seminars, monitor prospects throughout the sales funnel, and track and follow up with potential clients, aiming to increase client acquisition.

Office workflow management: The software allows for the assignment of tasks, monitoring of workflows, and optimization of processes, according to the vendor. This aims to enhance office productivity and ensure comprehensive workflow management.

Firm analytics: The software provides real-time data and reporting tools for financial insights, according to the vendor. It aims to offer a comprehensive view of the firm's financials and staff performance, enabling data-driven decisions and effective monitoring and evaluation of firm performance.

Appointment scheduling tools: According to the vendor, the software includes automated scheduling emails and efficient management of cancellations, aiming to simplify appointment setting and enhance client service and productivity.