WealthData
Estate
Planning and Elder Law
Practice
Management System
A successful and profitable practice must be efficient and
well organized. The
barrier for most law firms is the lack of available time,
aptitude or experience to fully develop their practice support
system. WealthData is an advanced overlay, which customizes the
popular Time Matters case management software to better support
your type of practice and procedures. WealthData builds on our
experience with 100 Elder Law installations and close
collaboration with a number of
highly regarded law firms including that of WealthCounsel
principal Dennis Brislawn, WealthData provides cost effective
access to many hundreds of hours of development.
A Formula for Success:
1.
Time
Matters Software
Enabling Software
Supports Practice Management
-
Calendar, Contact/Matter Database
-
Document Management and Assembly
-
Notes, Phone, Email, Research and Billing
2.
WealthData
Overlay
Feature Package -
Overlay for Estate Planning and Elder Law Practice
-
100’s of Additional Information Fields
-
Over 75 Routine Document Templates
-
50-100 Automatic Records
-
Marketing and Management Reports
-
Open Structure for Channeling PwP Content
3.
Training
and Support
Premier Software
-
10 Years Supporting Time Matters
-
100+ Estate Planning/Elder Law Firms
-
Proven Technology, Process and Procedures
-
Planning Guides and Training Workbooks
-
Configuration Support
-
Data Import Support
-
Training Classes for Users
-
Consultants to Management
Premier Support
-
Telephone Hotline
-
Screen Sharing Hotline Experts On-line to Your PC
-
Web Seminars on Marketing and Management
-
Classes Staff Training Intro thru Advanced
-
Updates to WealthData Overlay
-
Notification of Time Matters Service Releases
-
Database Monitoring - Speed and Reliability
Form Styles
Matter Form
Styles:
Estate Planning, Estate Administration, Irrevocable
Trusts, Business Entities,
Charitable
Trust and Organizations, Real Estate, Medicaid, Guardianship,
Client
Care Maintenance
Form
Styles:
Prospects/Clients, Referral Sources, Professionals,
Organizations, Children and Family Members, Seminars and
Marketing
Document Templates
Streamline
the generation of routine correspondence
Routine
Routine
75 proven routine documents templates
Advanced
Link to WealthDocs
Pre-defined Time
Matters to WealthDocs link Updates the client’s Hot Doc’s
answer file Eliminates the need for double entry
Triggers and Chains
Automate your workflow
Never
miss a deadline or task
Over 100 automatic records to manage follow-ups and
deadlines
Reports to Market and Manage
Prospects by Status and Days Open
Client and Prospective Contacts by Referral Source
Analyze Seminars and Other Marketing Programs
Track Deadlines
and Tasks by Matter. Staff or Type
Track
Tasks (Todo’s) Delegated to Others
New
and Closed Matters by Type or by Staff
Matter Status Reports
Tabs
Organize Contacts and Matters in Logical Groups
Color Coded Prospects by Aging Category
Powerviews
View Selected Information with Less Effort
Search Filters
Quickly Find or Re-call Recurring Sets of Records
e.g. Todo’s Not Done or Due in Next Two Weeks
All Contacts marked for newsletter by email
Consistent
Codes
Provides Better Organization, Simplified Operation and
Better Search Results
AutoEntry Forms
100+ Record Entry Macros for Ease of Use
Lookup files
40 Distinct
Field Reference Lookup Files
e.g.
types of IRT’s, Fiduciary Types, Trusts,
Relations
Family, Relations Corporate, Counties for Each State, etc.
Training and
Support:
Time
Matters and WealthData:
New
User Training
Intermediate User Training
Advanced Features and System Manager Training
Templates - HotDocs Integration
Templates - Routine Documents Using Clipboard and Merge
Workflow
Automation - Managing Follow-ups and Deadlines
WealthData
Sample Pricing (Example
- 4 User Licenses)
Time Matters Professional
4 users - $ 950.00
WealthData
for Time Matters
4 users - $1,980.00 (-10% Discount)
Initial Training and Support
Estimate 10-20 Hours $1,500-3,000.00
1.)
Initial Consultation
a.
Review System Planning Questionnaire
b.
Configure WealthData to Environment
2.)
Advise on Data Import to WealthData Format
3.)
Training
a.
Level I – Calendar, Contacts and Matters
b.
Level II – Using Routine Documents
c.
Level III – Automated Workflow
d.
Level IV – Management Reports
Support Plan Options:
Subscription Option To One of Three Levels of Support
Includes
Unlimited Access to Training Classes
Web Seminars - WealthData Training
Wealth
Data Updates
Time
Matter Service Releases
Database Monitoring for Speed and Reliability
Sample
Report and Contact Record:
Prospective
Client Report
Referral
Source Report
Contact Screen 1
