InterActive LegalSuite software integrations help your firm increase accuracy and efficiency.
Basha Systems offers Estate Planning Management System (ILS Edition), a unique TimeMatters® feature package for estate planners, using its thorough knowledge of Wealth Transfer Planning, Elder Law and Special Needs Planning, HotDocs™ and TimeMatters®. EPMS is a fully integrated data link into InterActive LegalSuite.
They also offer fee-based template customization services to InterActive “Legacy Plus” subscribers.
ESTATE PLANNING TOOLS
InterActive LegalSuite has had a longstanding integration with Brentmark’s Estate Planning Tools to aid in tax planning calculations. InterActive LegalSuite Legacy subscribers who have this software can draft these calculation documents from within the ILS SmartContent, keeping related calculation documents and graphs all within the ILS matter.
Clio Manage is a cloud-based legal practice management software that makes running your firm, organizing cases, and collaborating with clients from one place possible. The InterActive LegalSuite™ Clio Manage Integration gives InterActive Legal subscribers the ability to quickly and easily create clients in their InterActive LegalSuite document drafting practice system by importing their Clio Manage contacts.
Click here to learn more about InterActive Legal’s integration with Clio Manage.
Swap your intake forms out for an intake portal where you can collaborate with your clients on the inputs to their estate plan, then sync the contacts over in full detail to Interactive LegalSuite Online in seconds.
Create a questionnaire for each of your different practice areas – keeping all your intake in one place. Sync a matter and all the contacts the client entered over to Interactive LegalSuite Online. Sync matters and contacts to your Case Management system and CRM. Export the structured asset inventory to Excel – to create funding instructions or checklists.
DocuBank Secure online registry for Medical Directives and HIPAA authorizations. InterActive Legal contains automated forms for preparing the transmittal letter to DocuBank and other forms.
ILS Subscribers receive complimentary access for the first two clients enrolled and a 60% discount for any additional clients enrolled.
HotDocs™ allows law firms to automate the generation of transactional legal documents—anything from standard correspondence to complex wills, trusts, and contracts.
Krause Financial Services
Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care. Complimentary state-specific Medicaid Desk Reference within InterActive LegalSuite.
InterActive Legal’s Alliance Partnership with Yourefolio provides additional opportunities and resources for our valued subscribers. Whether you are looking for new referral opportunities, ways to collaborate with other professionals in the estate planning field, or a new tool to help you better serve your clients, this Alliance Partnership will benefit you.
InterActive Legal subscribers receive an exclusive Yourefolio Subscription Discount. ILS Subscribers click here.