Name: Practical Planning System
Author: Beyond Counsel

Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Quality Management

Smart Spaces

Supply Chain Visibility

Enterprise

Accounting

Loan Origination

Finance and Accounting

401(k)

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

App Development

Bug Bounty

Cloud Storage

Data Center Outsourcing (Canada)

Data Observability

Data Replication

Debugging

Desktop Management

Encryption Key Management

Fraud Detection

HTML Editors

Industrial IoT

Integration Platform as a Service (iPaaS)

Load Balancing

MLOps

Machine Learning

Managed Security Service

Network Performance Monitoring

Network Troubleshooting

Process Mining

Secure Access Control

Secure Web Gateway

Software Defined Storage (SDS)

Static Code Analysis

Threat Hunting

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Signage

Email Management

Email Marketing

Grant Management Software

Marketing Automation

Public Relations (PR)

Real-Time Interaction Management

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales Dialer

Sales

Microsegmentation

Video Surveillance

Security

HIPAA Compliance

Insurance Suites

Restaurant Management

Tax Practice Management

Vertical-Specific

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The Practical Planning System, developed by Beyond Counsel, is an estate-planning software designed specifically for lawyers and law firms. According to the vendor, this software enables attorneys to efficiently create client-centric estate planning documents. It is intended for use by estate planning attorneys, probate attorneys, trusts and estates attorneys, elder law attorneys, and family law attorneys. The system is suitable for solo practitioners, small law firms, and medium-sized law firms, providing a wide range of professionals and industries with tools to streamline their estate planning processes.

## Key Features

**Client Friendly Documents**: According to the vendor, the Practical Planning System utilizes a client-centric drafting approach that generates customized documents using relatable and understandable "first person" language. This is said to reduce the need for extensive explanations of legal jargon and enhance client engagement with the estate planning documents.

**Scenario Builder**: The vendor claims that the Scenario Builder feature allows users to create and save custom scenarios for frequently encountered estate planning situations. Users can set up default options for commonly used types of estate plans, saving time and effort in document creation.

**Relationships**: The vendor states that the Practical Planning System offers the option to hard code relationships in documents, allowing for personalized context based on the relationship. This feature is said to help build stronger client relationships by referring to clients' spouses, children, or other beneficiaries by their name, age, and relationship in the documents.

**Supporting Documents**: According to the vendor, the system provides various supporting documents, such as questionnaires, funding letters, and cover letters, to help clients understand their estate plans and facilitate communication between the attorney and the client. These documents are said to guide clients through the estate planning process and ensure a comprehensive understanding of their plans.

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.

Conga Composer

DocuWare’s document management software delivers digital workflow and document control to boost productivity without the need for IT resources. Its cloud and on-premises products are presented as a best-fit solution for companies seeking to digitize, automate and transform key processes. DocuWare is headquartered in New Windsor, NY, and their solution is presented as a DCM, or lightweight ECM.

Base

Large Enterpriser

DocuWare

Practical Planning System

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

Beyond Counsel

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Practical Planning System

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What is Practical Planning System?