Sagan

The consultation, turned into Form 450 before the attorney sits down.

After an estate planning consult, pick the client and the call is transcribed and drafted into Form 450 in Lawmatics' own words and options, page by page. Every answer shows the line from the call it came from, and anything the client left open is listed for the attorney to check.

  • Pick the client after the call; the draft is ready in a few minutes
  • Review each answer against its quote, fix anything on the spot
  • Approve, and Form 450 opens pre-filled in Lawmatics for the attorney to submit
Built by Sagan for Nesevich Law

Form 450 Drafts

Nesevich Law

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