Your Clients' Critical Documents at Their Finger Tips
LegalVault also serves as a convenient depository for all of your clients’ legal and financial documents. While your firm can upload all estate planning documents that you’ve drafted, your clients can also upload files to their secure accounts, allowing them to add important documents like birth certificates, insurance policies and copies of travel documents when that big vacation is just around the corner. With internet access, and secure login credentials, your clients can access these important documents at anytime from any location. Legalvault can also be integrated with Zola Suite practice management software.