Law Firm App Template

Family Financial
Agreement Generator

Family Financial Agreement Generator

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

Key Features

  • User Self-service

    Empower paralegals with a self-serve tool, accessible on the firm’s internal portal.

  • Intuitive User Experience

    Provide on-screen guidance and relevant links to resources to enable paralegals to confidently enter customer information.

  • Optional Clauses

    Effortlessly include or remove optional clauses, depending on the family situation.

  • Approval Workflows

    Leverage workflows 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.

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 Now

Access our App Template or request a free personalised demo today