Standardizing a client intake form helped this company produce faster legal documents for the first responders it serves.
As a non-profit that provides essential legal documents free of charge to the nation’s first responders, it was crucial for Wills for Heroes to make the intake process streamlined and painless.
See how this team used Mitratech HotDocs to:
- Reduce the time to generate legal-papers down to one 20-minute to 1-hour meeting
- Expand the kinds of pro-bono attorneys who can easily work Wills for Heroes
- Grow the program to include estate planning with veterans
When Wills for Heroes teamed up with Mitratech HotDocs, they created guided intake forms that streamlined its questionnaires with conditional logic and automated data population. Learn more about the organization's story today.
