Automated document generation with any level of complexity, in a fraction of the time, significantly reduces your drafting time while increasing accuracy.
Secure, centralized data storage
Gather and organize financial data and case details with a customized intake process, then draw on that data from any document or workflow to reduce errors.
Build efficient processes
Create powerful workflows to replace any repeatable external or internal system, so you can reroute your time to serving clients and growing your practice.
“Love the simplicity of setup and the complexity of opportunities. ”
Michael Smith
Co-Founder and CEO of Smith Barid, LLC
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