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Welcome to LegalGEN’s Digital Intake


DIGITAL INTAKE

Legalgen is designed to help you save time, effort and money. It automates tasks such as document creation and review. LegalGEN makes capturing intake data enjoyable and effortless for your clients, while then creating efficiency for you thus freeing up your time allowing you to provide consultancy and guidance to your clients.


EFFORTLESS CLIENT EXPERIENCE

You can use this super intuitive process to provide information required to complete a sample estate plan with our office simulating your client’s experience. Once complete, we can provide you with an option to further review the attorney’s administrative portal or schedule a time with one of our account managers.

Digital Intake Instructions


In this section you can provide instructions to your users or clients. You can include as much detail as required and dynamically update (configure) the language on your own without requiring any interaction with our office. This whole process will take your clients less then 10 minutes and upon completion 80%+ of your drafting is actually done.

Digital Intake Instructions


In this section you can provide instructions to your users or clients. You can include as much detail as required and dynamically update (configure) the language on your own without requiring any interaction with our office. This whole process will take your clients less then 10 minutes and upon completion 80%+ of your drafting is actually done.