Family Financial Agreement Generator

Empower paralegals to self-generate draft family finance agreements with minimal review from senior lawyers.

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app-studio

Family Financial Agreement Generator

Empower paralegals to self-generate draft family finance agreements with minimal review from senior lawyers.

Key Features

  • Empower paralegals with a self-serve tool, accessible on the firm’s internal portal.
  • Provide on-screen guidance and relevant links to resources to enable paralegals to confidently enter customer information.
  • Effortlessly include or remove optional clauses, depending on the family situation.
  • Leverage workflow to request senior lawyers to review the customer information provided before the App automatically generates the financial agreement.

Benefits

See It Live

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Key Features

  • Empower paralegals with a self-serve tool, accessible on the firm’s internal portal.
  • Provide on-screen guidance and relevant links to resources to enable paralegals to confidently enter customer information.
  • Effortlessly include or remove optional clauses, depending on the family situation.
  • Leverage workflow to request senior lawyers to review the customer information provided before the App automatically generates the financial agreement.

Benefits

  • Focus on high-value work: equip junior staff with an intuitive tool to generate financial agreements with minimal review from senior lawyers.
  • Generate faster turnarounds: enabling the automation of generating bespoke financial agreements shortens the time required to produce a draft agreement for customers.

See It Live

Access Template  
Request Demo  

How Does Checkbox Automate This?

1. Collect all the necessary information using dynamic smart forms

Allow junior staff to enter the information required to generate family financial agreements and flag any questions to senior lawyers. Harness conditional content and on-screen tips to guide users and link them to relevant resources.

2. Automatically generate bespoke contracts

Leverage Checkbox's Word Add-In to codify existing templates. These act as the underlying master template which all agreements are generated from based on the information entered by the junior staff.

3. Streamline the review process

Ensure the financial document is correct by kicking off the review process to senior lawyers through Checkbox's workflow functionality. Senior lawyers are presented with an audit trail of all responses provided and the ability to make changes to the document.

How Does Checkbox Automate This?

1. Collect all the necessary information using dynamic smart forms

Allow junior staff to enter the information required to generate family financial agreements and flag any questions to senior lawyers. Harness conditional content and on-screen tips to guide users and link them to relevant resources.

2. Automatically generate bespoke contracts

Leverage Checkbox's Word Add-In to codify existing templates. These act as the underlying master template which all agreements are generated from based on the information entered by the junior staff.

3. Streamline the review process

Ensure the financial document is correct by kicking off the review process to senior lawyers through Checkbox's workflow functionality. Senior lawyers are presented with an audit trail of all responses provided and the ability to make changes to the document.

See It Live

Access our App Template or request a free personalised demo

Access Template  
Request Demo  

See It Live

Access our App Template or request a free personalised demo

Access Template  
Request Demo