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Customizing your System for Success

Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process.  Those features are often not evident "out of the box," since it takes a bit of time to get used to drafting in a new system.  However, pre-answered interviews, the option to add and assemble multiple documents, and the ability to copy one spouse's documents to create a mirror image estate plan for the other with just a few steps can minimize drafting time, and most users take advantage of those features.  Beyond those standard features are more options that each user can customize to not only save time, but also to make the system their own.  We will discuss these options to customize your system in both small ways and more advanced ways, and how those custom tools can provide the most streamlined drafting experience.

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