Rest provides estate planning attorneys with an automated online intake and onboarding platform that simplifies the collection of client financial information while ensuring data security through AWS hosting and SSL encryption. This solution addresses the challenge of maintaining competitiveness in a digital-first industry by enabling attorneys to save time and increase billable hours with minimal setup required.
Funding
Funding not disclosed
Founders
Product
Problem
Estate planning attorneys face challenges in efficiently collecting and managing client financial information, often relying on manual processes that are time-consuming and potentially insecure. Maintaining a competitive edge in an increasingly digital landscape requires streamlining client onboarding and data intake.
Solution
Rest provides estate planning attorneys with a secure, automated online platform to simplify client intake and onboarding. The platform streamlines the collection of client financial data through an intuitive online experience, reducing the time spent on pre-retention outreach. Hosted on AWS with SSL encryption, Rest ensures data security while enabling attorneys to increase billable hours by automating administrative tasks. The solution personalizes the client experience, offering greater control over meeting individual client needs and expectations.
Target Audience
Rest primarily targets estate planning attorneys seeking to automate client onboarding, improve data security, and increase billable hours.
Features
- Automated online client intake forms tailored for estate planning.
- Secure data collection and storage hosted on AWS with SSL encryption.
- Integration capabilities with leading practice management and document drafting software via API.
- Personalized client experience to enhance engagement and satisfaction.
- 24/5 support availability.