--- title: "One for All, All for One: How Wealth Docx® Empowers Attorneys and Paralegals" description: This short article discusses how Wealth Docx is not only a great resource for attorneys but how it is also a powerful tool for paralegals. image: https://info.wealthcounsel.com/hubfs/superhero%20AdobeStock_101916360.jpeg --- [![WealthCounsel](https://info.wealthcounsel.com/hs-fs/hubfs/WealthCounsel%20Logo%202018/WC-Flag-Logo-Rev.png?width=800&height=93&name=WC-Flag-Logo-Rev.png "WealthCounsel")](https://www.wealthcounsel.com/) ![WealthCounsel Blog](https://info.wealthcounsel.com/hs-fs/hubfs/Blog_Header.png?width=2800&name=Blog_Header.png "WealthCounsel Blog") # [One for All, All for One: How Wealth Docx® Empowers Attorneys and Paralegals](https://info.wealthcounsel.com/blog/one-for-all-all-for-one-how-wealth-docx-empowers-attorneys-and-paralegals) Mar 9, 2018 9:50:59 AM  [![superhero AdobeStock_101916360](https://info.wealthcounsel.com/hs-fs/hubfs/superhero%20AdobeStock_101916360.jpeg?width=828&height=409&name=superhero%20AdobeStock_101916360.jpeg)](https://www.wealthcounsel.com) Law firms are constantly looking for ways to maximize efficiency without sacrificing quality and paralegals have always been instrumental in helping attorneys meet these needs. This short article discusses how Wealth Docx is not only a great resource for attorneys but how it is also a powerful tool for paralegals. ### Behind every great attorney is a busy paralegal In the practice of law, paralegals are indispensable. They can, and often do, assist attorneys with a myriad of tasks – from marketing to case preparation and anything in between. Today a paralegal must be a consummate juggler, proofreader, planner, and organizer. Essentially, they do whatever it takes to help a law firm run smoothly. A common task for many paralegals is [drafting estate planning documents](https://www.wealthcounsel.com/software-for-attorneys/wealthdocx), which an attorney then reviews and finalizes. Don’t be fooled though – this process is usually quite complex, requiring the paralegal to draft from an old template or document from a previous client. To make the appropriate updates, paralegals must rely on their own experience, reference law books, or similar case laws. Reviewing and finalizing an estate document can be tedious, requiring the paralegal and attorney to go back and forth over email. This method is an inefficient use of time and creates a greater probability of errors – not to mention the security concerns of sending sensitive client information through unsecure email servers. ### Common document drafting issues for paralegals What does that mean? Even for an experienced attorney, document preparation isn’t always cut and dry and can vary significantly from client to client. Convoluted legal jargon can cause delay, forcing the preparer to continually research connotations and case law. How did I miss that mistake? As in many large practices, paralegals may be required to prepare legal documents for many different attorneys, which in turn are notarized by whichever notary is available. Juggling these various types of detail is not only headache inducing but also leaves ample room for mistakes. Not another voicemail! In an attorney/paralegal team, instant communication and collaboration is a necessity for a successful business (although this is easier said than done). Collaborating with team members can often mean playing phone tag or having to review lengthy email chains. [Wealth Docx](https://www.wealthcounsel.com/software-for-attorneys/wealthdocx) is the leading tool in [estate planning document drafting](https://www.wealthcounsel.com/software-for-attorneys/wealthdocx) and automation by offering: ● Intuitive navigation ● Built-in legal informational ribbons ● Customizable clauses ● Auto-populated attorney and notary profiles ● [Cloud-based collaboration](https://www.wealthcounsel.com/software-for-attorneys/wealthdocx) ● Accurate drafting of documents that reflect current case law and precedent *The WealthCounsel solution: many players, one tool.* **Empowerment for All** WealthCounsel aims to empower all users – from attorneys to paralegals. It does this through an interactive information ribbon, which is present on each page of your document. By clicking on a specific term or clause, it gives the user more detailed information. Wealth Docx helps make sure all legal documents are prepared knowledgeably while minimizing confusing jargon. **Intuitive Automation for All** [Wealth Docx](https://www.wealthcounsel.com/software-for-attorneys/wealthdocx) was built to save an attorney, or paralegal, precious time and energy. It does this by allowing a user, or group, to create user profiles. Profiles for attorneys and notaries can be set up and automatically populated throughout a document, maximizing efficiency and preventing any possible errors. Its easy-to- use operating system then guides the user through a series of questions during the initial interview process. This guided pre-assembly process allows the user to see in real time how their answers affect the composition of the document. **Superior Collaboration for All** In an effort to bring collaboration into the 21st century, [Wealth Docx](https://www.wealthcounsel.com/software-for-attorneys/wealthdocx) has recently mobilized its platform onto the Cloud. This means legal teams can access their documents anytime, from any device. As soon as updates are made, team members see them in real time and provide instant feedback. With attorneys always on the move - going to court or meeting a client - Wealth Docx effectively brings your team along with you. Like the desktop version, the online version continues to provide peace of mind by maintaining the integrity and security of your documents and your clients’ information.   **If you would like to see how Wealth Docx could be a great resource for your legal team, please visit our [website](https://www.wealthcounsel.com) to learn more, or [schedule an demo](https://www.wealthcounsel.com/schedule-demo) with one of our knowledgeable product specialists.**   [![SEE WEALTH DOCX IN ACTION](https://no-cache.hubspot.com/cta/default/56547/7b4cc0ae-c135-42f1-93f0-08bed5539b06.png)](https://cta-redirect.hubspot.com/cta/redirect/56547/7b4cc0ae-c135-42f1-93f0-08bed5539b06)   Topics: [Estates Planning](https://info.wealthcounsel.com/blog/topic/estates-planning) [Drafting Solutions](https://info.wealthcounsel.com/blog/topic/drafting-solutions) [Drafting Software](https://info.wealthcounsel.com/blog/topic/drafting-software) [Practice Management](https://info.wealthcounsel.com/blog/topic/practice-management) [Trusts & Estates](https://info.wealthcounsel.com/blog/topic/trusts-estates) Previous Post [![](https://info.wealthcounsel.com/hubfs/man_dog_adobestock_180860145_1024.jpg) ](https://info.wealthcounsel.com/blog/the-forgotten-family-member-advocating-for-pet-trusts) [The Forgotten Family Member: Advocating for Pet Trusts](https://info.wealthcounsel.com/blog/the-forgotten-family-member-advocating-for-pet-trusts) Next Post [![](https://info.wealthcounsel.com/hubfs/Marketing-to-Millennials.png) ](https://info.wealthcounsel.com/blog/marketing-to-millennials) [Marketing to Millennials: Learning About Estate Planning’s Newest (and Largest) Demographic](https://info.wealthcounsel.com/blog/marketing-to-millennials) ### Post a Comment This is a search field with an auto-suggest feature attached. - 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