We support you by offering customised, quality legal documents online for Professional Advisors and your clients, without legal advice. We also offer legal advice and documents packages of your clients require further assistance.
We support you by offering customised, quality legal documents online for you and your clients, without legal advice. We also offer legal advice and documents packages of your clients require further assistance.
Use Our Customised, Quality Legal Documents in Your Business – No Legal Advice
You can use our customised, quality legal documents in your business. These are provided without legal advice. Simply purchase online, complete the interview and in a few minutes, your customised, quality legal document will be available for you to save and use. You are welcome to purchase and use these documents when providing services to your own clients.
If you are a legal professional, you can save significant amounts of time by using our range of documents as part of your practice. All of our documents are available in Word format, meaning that you can download and make any minor amendments required before providing them to your client.
These documents are available now at retail prices, which is fantastic if you only need a document every now and then. See below for how you can purchase our documents at wholesale prices to use regularly in your business, and even sell them directly to your clients from your website, using your own branding.
To obtain legal advice or clarify whether a document is suitable for your or your client’s intended use, including whether additional legal requirements exist, you or your client will need to engage the consultation services of your lawyer.
Tools for Professional Advisors
Use our Client Recommendation Report tools to confidently determine which legal documents your client would require. This complimentary tool generates a customised recommendation report that can be presented directly to your client. For Non-Legal Professional Advisors, the recommendation report specifies whether it is necessary to obtain legal advice from a lawyer and whether a lawyer would need to make amendments to suit your client’s unique situation. For Legal Professionals, the recommendation report specifies the areas where your client would need to speak to you further to obtain advice and minor amendments to the documents.
Our Client Action List tool will assist you to quickly compile an action list to be provided to your client by email or before they leave your office. Complete the interview online anytime within minutes to prepare for the tasks ahead or even while speaking with your client. This valuable tool acts as a reminder of tasks to action and can be used by clients as a handy guide of your services.
Click on an image below for more information. This service uses the Automio software. The software works most effectively in Google Chrome.
We recommend the DocuSign software for managing the electronic signing process for your documents. The software allows you to upload a document, manage the signing process and assists in having a legally valid, signed document very quickly. It significantly reduces the costs and delays associated with having to print, sign, scan or post documents and wait for them to be returned. The software complies with Australian legal requirements for electronic transactions.
However Australian legislation still requires that certain documents continue to be signed in paper format. Please check here.
If you would like to subscribe to DocuSign for your business or legal practice, please let us know so we can assist with the arrangements.
Purchase Support Legal Documents at Wholesale Prices, and Sell Them to Your Clients
If you become a subscriber to the Automio platform, you can access our quality legal documents at wholesale prices, for use in your own business or legal practice. These are provided without legal advice. You simply purchase online, complete the interview and in a few minutes, your customised, quality legal document will be available for you to save and use as part of your own services to your clients. You can even use our Client Recommendation Report and Client Action List tools with your own branding.
Through the Automio platform, you can even sell our quality legal documents, directly to your clients, from your own website and using your own branding. Please contact us to discuss your opportunities further.
Our Legal Advice and Documents Packages for Professional Advisors
We support you to offer the best service to your clients. Work with us to create customised, quality legal documents that you can offer to your clients.
Feedback and Suggestions
We welcome your feedback and suggestions for improvements on our products and services. Please contact us with your comments.
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