Case Study: WealthCounsel achieves faster, more accurate estate-planning document drafting with Mitratech HotDocs

WealthCounsel - Customer Case Study

WealthCounsel, a membership organization that helps estate planning attorneys and other professionals sharpen skills and increase efficiency, needed a way to speed up document drafting, cut human errors from repetitive typing or copy‑and‑paste, and raise the legal competency of its users. Their flagship drafting product, WealthDocx, is powered by Mitratech HotDocs.

Mitratech HotDocs provides the intelligent interview templates behind WealthDocx and the WealthCounsel Dynamic Intelligence guidance, enabling attorneys to produce higher‑quality estate planning documents in a fraction of the time while eliminating many common drafting errors. The HotDocs‑powered solution has measurably increased drafting efficiency, reduced risk, and improved user competency for thousands of WealthDocx users, who also benefit from unlimited technical and legal support.

WealthCounsel