Simply put, one data entry point completing every deliverable in your practice. Stop making errors, duplicating efforts and speed up your deliverables. Save yourself time and money with the ability to scale your business.
Attorney
Our Story Back
The Attorney Process and Client Experience
Intake
One time, no duplication errors or retyping of information. Our intake is more efficient and effective than any other systems today. The data is collected one-time and integrated instantaneously into the system appearing in balance sheets, reports, documents and much more. Save time, money and mistakes with the most efficient intake available today.
Client Management
A simple to use task manager system, synced with a customer relationship manager for easy collaboration amongst professionals and clients.
Send task requests, share documents and communicate without ever leaving the system. A secure way for all of those involved in the planning to communicate about the estate while creating the best plan. All tasks sync with an internal customer relationship manager (CRM) so that notes are preserved for future reference. Need a reminder? The CRM will send out reminders so that you don’t forget to make that call or send that email.
Plan
Powered by Flowwhiz, customize any scenario using our drag and drop flowcharting system. The most powerful estate planning visuals in the industry.
Our pre-populated drag and drop flow charts are an easy way to illustrate estate plans for your clients. Move boxes around, add language to an existing box, delete boxes and add notes to provide visuals that accompany the documents. Nimble and easy to use, print multiple options for more complex plans so your clients can see differences play out within their estate. Color coded and labeled for easy understanding. Know confidently that clients will have a better understanding of how their estate plan is designed and how their beneficiaries will receive the estate.
Draft
Simple, effective, state-specific documents. Created by attorneys and updated regularly, our document drafting solution is simple yet complete for any of your clients’ needs. We have core planning documents, client correspondent and advanced planning documents.
Deliver
Something different than a binder of documents. Everyone has delivered a binder of documents. With Yourefolio, provide your clients with an electronic portal and a mobile app to access documents electronically and at a moment’s notice.
Mobile App
The most powerful mobile app when your clients are in a crisis.
Clients can download the app from the Google or Apple stores. Clients can view the net worth at anytime along with important documents, instructions and contacts. Clients will have important legal documents, auto and homeowner policies along with passports right at their fingertips.
Stay Connected
Easy to use correspondence and communication. Communicate and correspond through our task manager and Constant Contact integration. Share documents and news all in one platform.
Intangibles
Services that go beyond documents. Differentiate your practice through modern technology. Provide automated flowcharts, summary reports and legacy planning with Yourefolio. Anyone can get a document anywhere, but no one can get an experience like Yourefolio
Attorney
The Attorney Process and Client Experience
Intake
One time, no duplication errors or retyping of information. Our intake is more efficient and effective than any other systems today. The data is collected one-time and integrated instantaneously into the system appearing in balance sheets, reports, documents and much more. Save time, money and mistakes with the most efficient intake available today.
Client Management
A simple to use task manager system, synced with a customer relationship manager for easy collaboration amongst professionals and clients.
Send task requests, share documents and communicate without ever leaving the system. A secure way for all of those involved in the planning to communicate about the estate while creating the best plan. All tasks sync with an internal customer relationship manager (CRM) so that notes are preserved for future reference. Need a reminder? The CRM will send out reminders so that you don’t forget to make that call or send that email.
Plan
Powered by Flowwhiz, customize any scenario using our drag and drop flowcharting system. The most powerful estate planning visuals in the industry.
Our pre-populated drag and drop flow charts are an easy way to illustrate estate plans for your clients. Move boxes around, add language to an existing box, delete boxes and add notes to provide visuals that accompany the documents. Nimble and easy to use, print multiple options for more complex plans so your clients can see differences play out within their estate. Color coded and labeled for easy understanding. Know confidently that clients will have a better understanding of how their estate plan is designed and how their beneficiaries will receive the estate.
Draft
Simple, effective, state-specific documents. Created by attorneys and updated regularly, our document drafting solution is simple yet complete for any of your clients’ needs. We have core planning documents, client correspondent and advanced planning documents.
Deliver
Something different than a binder of documents. Everyone has delivered a binder of documents. With Yourefolio, provide your clients with an electronic portal and a mobile app to access documents electronically and at a moment’s notice.
Mobile App
The most powerful mobile app when your clients are in a crisis.
Clients can download the app from the Google or Apple stores. Clients can view the net worth at anytime along with important documents, instructions and contacts. Clients will have important legal documents, auto and homeowner policies along with passports right at their fingertips.
Stay Connected
Easy to use correspondence and communication. Communicate and correspond through our task manager and Constant Contact integration. Share documents and news all in one platform.
Intangibles
Services that go beyond documents. Differentiate your practice through modern technology. Provide automated flowcharts, summary reports and legacy planning with Yourefolio. Anyone can get a document anywhere, but no one can get an experience like Yourefolio
Our Promise to You
By choosing Yourefolio, you will discover significant benefits that you will not get from the traditional outdated processes currently employed by other estate planning attorneys today.
Speed and efficiency
Cloud based practice that isn’t piecemealed
Stop using four different systems to accomplish what one platform can. The costs and inefficiency of using multiple systems makes no sense. It is time to utilize one platform that can provide you with what multiple systems try to do.
An experience your clients deserve
The days of a “binder of documents” are over. Your clients deserve an online experience and deliverables that go beyond. It is time to innovate, and your clients expect it. Give them a wow, instead of the dry, boring experience of traditional estate planning.