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This California State Bar approved Attorney-Client Fee Agreement generates a completed engagement letter for your law firm to send to the client. It considers options for hourly litigation matters, hourly non-litigation matters, and contingency matters.
This is a workflow to collect information for the FinCEN BOI form. The BOI Form is used to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN).
Automated document set for California family law, including all of the child custody Judicial Council forms.
Interactive template to help protect and manage your digital assets after your death or incapacity.
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.
Interactive workflow for drafting a complete estate plan for a married couple, which includes a revocable living trust for a couple (with instructions on what happens when one spouse predeceases another and an "optional disclaimer" trust for the surviving spouse), documents to transfer assets to that trust, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive workflow for drafting a complete estate plan for an individual; includes an estate planning package for an individual with a Revocable Living Trust, Will, Healthcare Directive, DPOA, TPP, Grant Deed, and Instructions for Beneficiaries.
Interactive templates for drafting an estate plan without a trust, which includes a will, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive templates for when you need to amend, revoke or restate your estate planning documents.
Interactive template that ensures funds are available and certain measures taken to caretake for pets once the owner is deceased. Essentially, estate planning for your pet.
Interactive document executed by parents to give another adult temporary authority to care for their child.
Not necessarily estate planning, but, interactive template for when decedent has an estate that is valued under a certain amount and that person did not have any estate planning. Per California CourtsSelf-Help Guide, that amount can change from year to year.
This workflow asks questions to automatically fill out the California Judicial Council Forms for continuing a divorce proceeding, including child support orders, declarations for default or uncontested division of property, property orders, income withholding.
Short Version - Questionnaire to automatically fill out the California Judicial Council Forms for continuing a divorce proceeding. Fills in only fields that appear multiple times.
This workflow asks questions to automatically fill out the California Judicial Council Forms for a Petition for divorce in California. It considers divorces with or without children, and with or without property.
SHORT VERSION: This workflow asks questions to automatically fill out the California Judicial Council Forms for a Petition for divorce in California, fills only fields that occur multiple times.
This workflow allows you to generate forms to initiate a petition for probate in California.
Upon completion of this intake, the following document will be generated based on your entries: * A Privacy Policy for a California software company. Includes provisions for UK or European data subjects.
This questionnaire allows you to automate the repetitive parts of discovery requests and/or responses. This is a basic example that can be expanded.
Automatically generate a letter from the employer attesting to the employee's status, salary, and other information required for an employment-based immigration matter.
Interactive questionnaire to generate a Notice of Withdrawal of Counsel and a Notice of Filing Order OR a Notice of Entry Judgment. This workflow is meant for Minnesota attorneys who need to end the attorney-client relationship after the case is finished.
Interactive questionnaire to generate the In Forma Pauperis Affidavit, Proposed Order, and the Financial Affidavit for Child Support.
Interactive questionnaire to generate forms for Respondents facing a divorce or custody and parenting time action, including the Answer and Counter Petition for Dissolution or the Answer and Counter Petition for Custody and Parenting Time, the Certificate of Representation, the Summons, and the Notice of Public Assistance.
Interactive questionnaire to general a final order of dissolution of marriage for petitioners in Minnesota.
Interactive questionnaire to generate a final order of dissolution of marriages for respondents.
Interactive questionnaire for attorneys to generate Petition for Dissolution OR Petition for Custody and Parenting Time Certificate of Representation, Summons, and Notice of Public Assistance.
Interactive workflow to generate requests for a client’s medical records from the Social Security Administration to aid in the appeal process for Social Security disability benefits.
Interactive Questionnaire that creates a letter to the client that can be customized with your letterhead.
An interactive questionnaire to generate a letter to the Social Security Administration to request a client's medical records to aid in the appeal process for Social Security disability benefits.
Interactive questionnaire that generates a medical records request without an affidavit to aid in the appeal process for Social Security disability benefits
Interactive templates for drafting the set of documents required for a Probate application in Wisconsin. Click "Try This Workflow" to see all included forms.
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Add any custom requirements and your own branding
Launch your workflows to generate documents internally or as an intake for your clients
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