LegalGEN Overview
LegalGEN is an innovative, AI-powered platform designed to revolutionize how attorneys offer their services. Individuals and families can now address their estate planning needs online at a more competitive price.
LegalGEN helps attorneys maintain their product, brand, and unique templates by combining advanced technology with an intuitive digital client-facing interface. This simplifies and automates the creation, customization, and management of essential estate planning documents, ensuring unparalleled accuracy, compliance, and peace of mind for attorneys and their clients.
With LegalGEN, attorneys can now provide simple, online estate planning services to qualified clients from all demographics. By overcoming location-based limitations, attorneys can expand their client reach while seamlessly maintaining and consulting on their existing services.
LegalGEN Overview
LegalGEN is an innovative, AI-powered platform designed to revolutionize how attorneys offer their services. Individuals and families can now address their estate planning needs online at a more competitive price.
LegalGEN helps attorneys maintain their product, brand, and unique templates by combining advanced technology with an intuitive digital client-facing interface. This simplifies and automates the creation, customization, and management of essential estate planning documents, ensuring unparalleled accuracy, compliance, and peace of mind for attorneys and their clients.
With LegalGEN, attorneys can now provide simple, online estate planning services to qualified clients from all demographics. By overcoming location-based limitations, attorneys can expand their client reach while seamlessly maintaining and consulting on their existing services.
User Interface – Simple Online Intake & Condition driven Wills / Trusts / POA Questionnaires
LegalGEN’s user interface is thoughtfully designed to empower estate planning attorneys to deliver a seamless and engaging digital experience, tailored to meet the needs of both their practice and their clients. The platform is fully customizable, reflecting each attorney’s unique branding, including logos, themes, imagery, and language, to ensure a professional and consistent representation of their services.
Built with the end-user in mind, the interface simplifies complex processes, allowing attorneys to offer their unique products and services online while maintaining an intuitive and accessible experience for clients. Attorneys can leverage this branded platform as a powerful marketing tool, extending their reach digitally. LegalGEN also integrates tools for pre-qualified client intake, eliminating the need for form-driven or phone call-based processes – OR – clients (estate planners) can seamlessly engage online with offerings such as simple online wills, trusts with POA (power of attorney), or standalone power of attorney documents, enhancing efficiency and accessibility for all AND, this intelligent interface will then map or copy all the data provided in the online questionnaires onto the Attorneys unique template fully automating the drafting experience for the online product offerings.
User Interface – Simple Online Intake & Condition driven Wills / Trusts / POA Questionnaires
LegalGEN’s user interface is thoughtfully designed to empower estate planning attorneys to deliver a seamless and engaging digital experience, tailored to meet the needs of both their practice and their clients. The platform is fully customizable, reflecting each attorney’s unique branding, including logos, themes, imagery, and language, to ensure a professional and consistent representation of their services.
Built with the end-user in mind, the interface simplifies complex processes, allowing attorneys to offer their unique products and services online while maintaining an intuitive and accessible experience for clients. Attorneys can leverage this branded platform as a powerful marketing tool, extending their reach digitally. LegalGEN also integrates tools for pre-qualified client intake, eliminating the need for form-driven or phone call-based processes – OR – clients (estate planners) can seamlessly engage online with offerings such as simple online wills, trusts with POA (power of attorney), or standalone power of attorney documents, enhancing efficiency and accessibility for all AND, this intelligent interface will then map or copy all the data provided in the online questionnaires onto the Attorneys unique template fully automating the drafting experience for the online product offerings.
Auto Doc Assembly Drafting
LegalGEN’s Auto Document tool revolutionizes the document assembly and drafting process by combining cutting-edge technology with unmatched customization capabilities. Unlike all other systems, which fall short in seamlessly integrating user data into templates, LegalGEN ensures a fully automated drafting experience tailored to your practice’s unique needs.
Our tool leverages a Microsoft mapping engine to gather users’ input through an intuitive interface and populate client-defined, provided templates. This ensures that your product offerings are maintained precisely to your preferences while allowing for future enhancements. With LegalGEN, attorneys can easily and continuously incorporate additional features, leverage our AI tool and drive updates within their unique templates and refine online offerings based on client behavior inputs and office-controlled outputs, creating a dynamic and adaptable system.
Auto Doc Assembly Drafting
LegalGEN’s Auto Document tool revolutionizes the document assembly and drafting process by combining cutting-edge technology with unmatched customization capabilities. Unlike all other systems, which fall short in seamlessly integrating user data into templates, LegalGEN ensures a fully automated drafting experience tailored to your practice’s unique needs.
Our tool leverages a Microsoft mapping engine to gather users’ input through an intuitive interface and populate client-defined, provided templates. This ensures that your product offerings are maintained precisely to your preferences while allowing for future enhancements. With LegalGEN, attorneys can easily and continuously incorporate additional features, leverage our AI tool and drive updates within their unique templates and refine online offerings based on client behavior inputs and office-controlled outputs, creating a dynamic and adaptable system.
Attorney Dashboard
The attorney dashboard is the cornerstone of LegalGEN, providing the ultimate control and oversight for attorneys, office managers, and administrators. This fully integrated dashboard offers a comprehensive view of the application, enabling users to manage every aspect of their operations with efficiency and precision.
Key features of the dashboard include:
- Full Visibility: Access a complete overview of all individual applications, with key data summarized for quick reference.
- Real-Time Updates: View, download, and monitor documents with real-time updates seamlessly integrated into the product/system.
- Customizable Content Management: Tailor the dashboard to meet the specific needs of your office, creating a user experience that aligns with your practice’s workflow and priorities.
The LegalGEN dashboard is designed to be intuitive and powerful, ensuring that every detail—from document management to application updates—is at your fingertips. It’s not just a tool; it’s the driving force behind the seamless operation of your practice.
Attorney Dashboard
The attorney dashboard is the cornerstone of LegalGEN, providing the ultimate control and oversight for attorneys, office managers, and administrators. This fully integrated dashboard offers a comprehensive view of the application, enabling users to manage every aspect of their operations with efficiency and precision.
Key features of the dashboard include:
- Full Visibility: Access a complete overview of all individual applications, with key data summarized for quick reference.
- Real-Time Updates: View, download, and monitor documents with real-time updates seamlessly integrated into the product/system.
- Customizable Content Management: Tailor the dashboard to meet the specific needs of your office, creating a user experience that aligns with your practice’s workflow and priorities.
The LegalGEN dashboard is designed to be intuitive and powerful, ensuring that every detail—from document management to application updates—is at your fingertips. It’s not just a tool; it’s the driving force behind the seamless operation of your practice.
Notifications – API Integration – Dynamic Content Management
LegalGEN offers attorneys configurable notifications that can be tailored to meet the specific needs of their clients and office operations. With options for mobile push/pull notifications, SMS text messaging, and real-time alerts, the platform ensures seamless communication and responsiveness. Its robust API integrations allow full compatibility with leading case management systems and legal CRMs, such as Clio and Actionstep, enabling effortless data flow and synchronization. Additionally, LegalGEN’s dynamic content management system, powered by AI, allows attorneys to update and personalize themes, videos, and images to reflect their brand and client preferences, ensuring a modern and engaging user experience while maintaining efficiency and adaptability.
Notifications – API Integration – Dynamic Content Management
LegalGEN offers attorneys configurable notifications that can be tailored to meet the specific needs of their clients and office operations. With options for mobile push/pull notifications, SMS text messaging, and real-time alerts, the platform ensures seamless communication and responsiveness. Its robust API integrations allow full compatibility with leading case management systems and legal CRMs, such as Clio and Actionstep, enabling effortless data flow and synchronization. Additionally, LegalGEN’s dynamic content management system, powered by AI, allows attorneys to update and personalize themes, videos, and images to reflect their brand and client preferences, ensuring a modern and engaging user experience while maintaining efficiency and adaptability.
Get More Clients
LegalGEN’s primary focus, unlike any other platform, is to help attorneys grow their client base. Our client-centric and marketing-driven product design, combined with superior offerings, and automation, ensures that attorneys can attract new clients without compromising their existing practice. Based on attorney offices that leverage LegalGEN to get more clients, we offer and share strategies to demonstrate client growth organically and easily with the attorney’s digital product offerings of their services. This includes leveraging legal plans, re-engaging abandoned or not-yet-converted client lists, and utilizing effective social media and organic Google marketing practices.
At its core, LegalGEN is designed to do more than streamline operations—it’s built to help you get more clients and grow your business beyond your current scope.
Get More Clients
LegalGEN’s primary focus, unlike any other platform, is to help attorneys grow their client base. Our client-centric and marketing-driven product design, combined with superior offerings, and automation, ensures that attorneys can attract new clients without compromising their existing practice. Based on attorney offices that leverage LegalGEN to get more clients, we offer and share strategies to demonstrate client growth organically and easily with the attorney’s digital product offerings of their services. This includes leveraging legal plans, re-engaging abandoned or not-yet-converted client lists, and utilizing effective social media and organic Google marketing practices.
At its core, LegalGEN is designed to do more than streamline operations—it’s built to help you get more clients and grow your business beyond your current scope.