Family Financial Agreement Generator
finance agreements with minimal review from senior lawyers
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.