The Benefits of STEPS™

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We’d love to update you on what we’re doing so far at Lawyers With Purpose (LWP) with our new initiative, Strategic Trust and Estate Planning Software (STEPS™). 

Learn about our new document drafting software here.

As of July, we have made significant strides, and we’re excited to share our progress. We’ve initiated 70% of our member attorneys and their drafting teams into the new system. We’ve been busy hosting group and individual welcome calls, receiving useful feedback, and starting office hours for members to drop in with their STEPS™-related questions. 

Our team has worked tirelessly to ensure our members feel supported during this transition. This shift promises long-term improvements, aligning us with our strategic goals, and providing our members with enhanced tools to digitize their law practices.

Key Benefits of STEPS™ Revisited

Independent and Cloud-Based

STEPS™ is truly independent and cloud-based, setting it apart from traditional desktop-based systems and those reliant on Actionstep. Here are the key advantages:

  1. Accessibility and Flexibility:
    • STEPS™ can be accessed directly through the Knackly platform or via a Knackly plug-in within Actionstep.
    • Being cloud-based allows multiple users within a law firm to access the system simultaneously from different locations, enhancing collaboration and efficiency.
  2. Integration Capabilities:
    • Through Knackly, STEPS™ integrates seamlessly with other CRM systems. This flexibility means our members can choose the platforms that work best for their firms.
    • Knackly integrates with CRMs such as Clio, FileVine, NetDocuments, OneDrive, and Curo365. It also supports more legal apps via an API and a Zapier connection than any other platform.
User Experience and Accessibility

LWP STEPS™ enhances user experience and accountability for estate planning attorneys in several ways:

  1. Improved Interface:
    • The new system features a modern, user-friendly interface. The interview process is streamlined into a single long page, eliminating the need to navigate through multiple screens.
  2. Comprehensive Document Generation:
    • LWP STEPS™ generates detailed, client-centered documents. It offers thousands of combinations of questions and answers to ensure each client’s unique goals are met.
    • The system features reactive questions that appear based on previous answers, help text for legal nuances, and saved answers for efficient drafting.
  3. Accountability and Searchability:
    • Users can track who drafted each client’s plan, search interviews by client name, drafter, or date, and take notes directly in the system, aiding in paper reduction and digitization.
  4. Frequent Updates:
    • The cloud-based nature of LWP STEPS™ allows for more frequent updates, responding to changes in law and member feedback quickly and efficiently.
Specific Features and Functionality
  1. Core Features:
    • LWP STEPS™ provides estate planning documents that set our members apart. For example, our iPug® is a pure Grantor trust, offering flexibility and control while providing asset protection.
    • The software includes progressive personalization, such as gender-neutral terms and pronoun options for all individuals named in the plan.
  2. Customization and Flexibility:
    • Users can set defaults for firm and staff information. There are also “Scenarios” for common drafting situations, enhancing efficiency and customization.

Early-Bird Incentive for STEPS™

To encourage early adoption with estate planning attorneys, we are offering a special incentive for those who sign up for STEPS™:

  1. First Month’s Membership Applied Towards TAPER:
    • Sign up for LWP STEPS™ today, and your first month’s membership payment will be applied toward a seat at The Annual Practice Enhancement Retreat (TAPER).
    • TAPER is a multi-day seminar that brings the LWP community together to share ideas, enhance legal knowledge, network with like-minded attorneys, and enjoy a bit of fun. It includes CLE-eligible legal sessions, innovative marketing strategies, and tips for running a successful legal practice.
  2. Promotion Validity:
    • This promotion is valid until September 15, 2024, providing a great opportunity for early adopters to gain additional value from their membership.

Signing up early for LWP STEPS™ not only gives you access to cutting-edge estate planning software but also provides you with the chance to attend TAPER, an invaluable event for professional development, legal education and networking.

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