Law & Automation

Legal practices have the ability to access specialist Estate Planning documentation without compromise.

Legal practitioners can now be assured that they have:

  1. Access to the highest quality legal solutions;
  2. Monthly pricing that rewards loyalty;
  3. Access to the lawyers behind the documents.

For a monthly membership, that can be tailored to your firm, you get guaranteed access to an array of core legal templates that can provide the foundation to the business services you provide to your customers.

This platform allows your business to access documentation automation without all the heartache of set up and maintenance. You and your team can invest more time developing customer relationships rather than the never ending distraction of precedent and automation development.

How it works

Step 1

Choose one of the four access levels

Step 2

Choose one of the three additional Adviser support memberships (minimum of TechniVIEW membership)

Step 3

Contact us to arrange a convenient time for one of our specialists to speak with you

STEP 1 – ACCESS LEVEL

There are four access levels, namely:

T1

Up to 2 estate planning packages per month

T2

Up to 5 estate planning packages per month

T3

Up to 12 estate planning packages per month

Tailored

This solution is crafted collaboratively with your firm and can include both unlimited access to estate planning packages as well as a product range greater than the solutions outlined below.

The pricing for each of the access levels is also tailored to your firm. All pricing is by way of a monthly membership.

The product range is regularly reviewed and iterated based on member feedback, legislative change and court decisions.

The Estate Planning package includes:

  • Will (with or without testamentary trusts)
  • Attorney and guardian document (state specific)
  • Memorandum of directions
  •  

Discretionary Trust package includes:

  • Discretionary Trust Deed
  • Discretionary Trust Resolutions
  • Discretionary Trust Overview and Important Information Flyer
  •  

SMSF Change of Name package includes:

  • SMSF Deed of Variation
  • Deed of Variation Resolution
  • Notice to members
  • Important Information about your SMSF Deed of Variation Flyer

SMSF Deed of Variation
package includes:

  • Replacement Trust Deed
  • Deed of Variation Resolution
  • Notice to members
  • Future use documents for eg BDBN, Notice of compliance for Employer
  • Product Disclosure Statement
  • Review notes
  • Important Information about your SMSF Deed of Variation Flyer

SMSF Deed Establishment package includes:

  • Establishment Trust Deed
  • SMSF Establishment Resolution
  • Application for membership forms
  • Future use documents for eg BDBN, Application for membership form, Notice of compliance for Employer
  • Product Disclosure Statement
  • Review notes
  • Important Information about your SMSF Establishment Flyer

Change of Trustee package includes:

  • Change of Trustee Deed
  • Change of Trustee Resolution
  • Change of Trustee Flyer
  • If Queensland, OSR Form d2.2
  •  
  •  

Unit Trust package includes:

  • Unit Trust Deed
  • Unit Trust Resolution
  • Unit Certificates
  • Register of unitholders
  • Applications for Allotment
  • Unit Trust Flyer

STEP 2 – ADVISER SUPPORT

In addition to ensuring you have direct access to a high quality estate planning documentation and automation ecosystem, you may also choose to have View support your business each and every month.  Again, this ongoing legal support is provided via a monthly membership.

There are three ways you can access this additional support from the View team, namely:
  • Techniview – join one of the memberships here
  • In-house counsel (a.k.a. lawyers on demand) (includes TechniVIEW Friend membership)
  • Customised – simply contact us to tailor a solution that works for you (includes TechniVIEW Friend membership)
In relation to in-house counsel, there are four membership levels, namely:

L1

Specific advice in relation to 3 estate plans a month

L2

Specific advice in relation to 5 estate plans a month

L3

Specific advice in relation to 9 estate plans a month

LI

Specific advice in relation to an unlimited number of estate plans a month

To help your firm maximise its investment for the in-house counsel, a private cloud-based portal can be established to centralise all guidance provided for easy future access by your team.

STEP 3 – CONTACT US

Why View's Law & Automation via monthly membership is for you

Not for youCould be for you
You believe all legal template documents are essentially the same and feel nothing can really go wrong no matter how poorly the underlying template may be crafted.You want to access the highest quality legal templates for your customers crafted by highly specialised estate planning lawyers with extensive automation experience across all Australian jurisdictions.
You believe automation is essentially about having ‘a few stop codes’ in a long form generic document.You know that View’s ‘Law & Automation’ platform leverages intricate coding to deliver seamless and tailored documentation – designed to be fit for purpose on a customer by customer basis.
You believe estate planning documents are largely stagnant and do not need regular review.You know that holistic estate planning is seeing ever increasing changes across a range of trust law, taxation, superannuation and asset protection.  You want to outsource compliance with all these areas to a firm that ensures all documents in the ecosystem are reviewed at least quarterly (and that at least since 2015, has made critical changes to the underlying documents at least once every six months due to legislative or case law changes).
You want to pay for each product on a case-by-case basis.You know monthly membership arrangements align everyone’s interests and do not penalise you for regularly accessing and utilising the platform.
Committing to a minimum 12 month subscription, with the ecosystem designed to make switching costs significant, makes sense to you.A monthly membership cancellable at any time, with no hidden switching costs is the more appropriate approach for your business.
You believe ‘legally backed’ providers are offering a solution that will stop you from getting sued.

You have read the fine print and know that ‘legally backed’ essentially is designed to protect the template provider – and shift all risk to you and your firm.

In other words, real friends don’t let friends perform unlicensed and uninsured legal work.

You are relaxed that when it becomes ‘all about the tech’, the legal niceties often become someone else’s problem.You are concerned that while tech should always be an enabler, it should not be used to enable the prospect of class actions against your firm due to underlying errors in the templates caused by deficient technology builds.
You do not want to use View for all of your legal documents.All good – there is a complete dedication to your ongoing and absolute discretion to deliver solutions in the way that best serves your business.
All you care about is the price point.While the pricing must be fair, you are also interested to ensure you get value, quality, service and shifting of legal risk to the template provider; not you and your firm.
You want a provider that offers, as one example ‘’50% off for the first 12 months if you sign up today’’.You prefer providers that offer no discounts – knowing that the discounts actually penalise the existing members.

Frequently Asked Questions

While View Legal is a ‘’timeless’’ firm, we understand that many firms choose to work on a time billing basis and are concerned that seamless automation may undermine their ability to generate billable time. The main concern is around moving to an automated platform will mean that less time will be spent on ‘’cutting and pasting’’ and customising documents that is billable time. However, what firms have found is that when leveraging Law & Automation they have more time to speak with, and understand their customers, because they have freed up the time usually spent in document production. A better relationship is developed and more meaningful work is done with the customer as the team are no longer caught up in the administration and work that may not in fact be properly chargeable in any event.

Consider some of the ways that your business has drafted documents in the past. Proof reading, version control and endless tracking. As well as the old chestnut of “copy and paste” from another customer’s document. Then just when you think that the document is in final, the formatting falls to pieces.

Heritage approaches are tedious and boring and highly risky for your business and your customers. Further, the time that your business has spent in chasing its tail, is time not spent providing value to your customers by engaging with them. Automating your documents takes these issues away from your business and ensures that you can focus on being a trusted adviser for your customers. Think about what that means for future proofing your customer relationships, and in turn your business legacy.

In other words, if you are caught up in administration, precedent development and re-drafting, and don’t have time to talk with your customers, then who is? Most likely it is one (or more) of your competitors,

Are you willing to allow your future business revenue go to a competitor because you and your team were ‘too busy’ manually maintaining and creating documents? Perhaps you are? If not then, you need Law & Automation now.

Once membership terms have been agreed you have immediate access to agreed Law & Automation documents.

The View Legal team has over 100 years of combined experience exclusively in the Tax, Trusts, Estate Planning and Business Succession space. This means that the team’s documents have been road tested 1000s of times and been consistently reviewed by industry peers over that time to ensure robustness of the documents.

 

View is passionate and disciplined about constant reviews and updates to all precedents based on peer, adviser and end customer feedback, as well as reflecting changes in the law. No longer do you and your team need to spend time keeping these documents up to date, knowing that the team at View is doing this for you. You and your team can focus on building your customer relationships.

Think how much time you and your team currently spend drafting, redrafting and creating documentation. Ensuring that it is up to date for current laws, reading all relevant case law, Tax Determinations, articles released by your insurer and your Law Society to name a few (and other “non-chargeable” issues). Consider the risk that you bring to your business and your customers if you are not doing this. There is only so much time available to action all the demands of a business. If you are not spending time with your customers, as you are “too busy” ensuring that your documents are correct, then they are unlikely to remain your customers.

 

Automation of documentation and access to consistently tried and tested precedents means that you can free up the time that you otherwise spent labouring over precedent updates and changes in the law. Instead use that time to speak with your customers and build a long term relationship with them.

A licence gives you access to prepare, review and edit documents in Hotdocs Advance directly and immediately.

With practice areas where you are highly specialised and know and trust your precedents, automation can simultaneously significantly increase your productivity while also materially reducing risk within your firm.  The View turnkey solution is built by specialist lawyers, for specialist lawyers.  It respects the role played by software; without making you a slave to the coders.

Even if you have looked at automation within the last 12 months, it may be worthwhile you considering View’s platform.  Much of the ‘heavy lifting’ that is otherwise required of you has already been done by View.  This can make the value equation compelling even with relatively small volumes, even if previously the value proposition may have seemed marginal to you.

Yes of course! 

If there is a package or individual document you wish to automate, please email us at [email protected]. The scope and agreed pricing for View to assist with automations can be included in your ongoing membership, or customised as short term or once off projects.

No. Only the View administrator of Hotdocs Advance will have access to your workgroup, in order to properly oversee the running of the application. In no circumstances will View lawyers use or access your documents, nor allow any other firm to. See the Terms and Conditions here.

The original owner (i.e. your firm) retains copyright in any precedents that you automate in Hotdocs Advance.

This can be developed on a template by template basis. The scope and agreed pricing for View to assist in this regard can be included in your ongoing membership, or customised as short term or once off projects.

Each template is different and depends on the level of complexity and the clarity of instructions provided.  

The scope and agreed pricing for View to assist in this regard can be included in your ongoing membership, or customised as short term or once off projects.

A template is the underlying precedent document containing boilerplate text combined with the coding that underpins the automation.  The coding allows the template to be transformed from a static Word document into  what is often referred to as ‘document automation’.

Document automation refers to an application that gathers data, assembles that data into an underlying Word template, in order to then generate an infinite number of like, yet individualised, documents.  It enables lawyers to perfect a template, and in turn, radically reduce the ‘human error’ factor that ‘hands on keyboards’ (whether by way of typing or copying and pasting) creates when trying to use an existing ‘example’ document to produce a new one.

An ‘interview’ is what we refer to as the data gathering questionnaire.  This is the series of ‘dynamic’ questions (meaning the answer to each question tailors subsequent questions) that ultimately determines how the underlying template is produced for the specific client scenario.

If you would like to have your own template packages added to Hotdocs Advance, this is the first step of the process.

Document mapping involves preparing all of the possible outcomes in the document with a series of IF and ELSE statements. (These words are ‘Developer Jargon’ – IF you don’t know about these concepts then you will need assistance, ELSE your documents will not operate as planned …) The developer uses the statements provided to convert the intended legal drafting outcomes into technical coding to facilitate the automation.  The process also requires preparing a series of questions (and possible answers, if not free text) that a user would see onscreen in the ‘interview’, to enable the ultimate production of the legal document.

At a very high level ‘mapping’ refers to the totality of possible information that may be required in order to produce a particular legal document. 

A comprehensive mapping process ensures that all of the different scenarios that the document needs to be automated for have been considered.

We have found that specialist assistance is needed with respect to the mapping to ensure that all items are covered off as needed. We can assist with facilitating this process. This can include direct referrals to trusted specialist and (where appropriate) View providing a scope and agreed pricing for View to assist in this regard, which can be included in your ongoing membership, or customised as short term or once off projects.

The testing of the coding and mapping is a critical part of any document automation process. View can assist with testing any documents you have arranged to be automated. The scope and agreed pricing for View to assist in this regard can be included in your ongoing membership, or customised as short term or once off projects.

Yes, View can assist with testing any documents you have arranged to be automated.  You will however need to review the end results to ensure that the documents are as intended.  Again, the scope and agreed pricing for View to assist in this regard can be included in your ongoing membership, or customised as short term or once off projects.

Yes, View can assist with mapping any documents you would like to be automated.  Again, the scope and agreed pricing for View to assist in this regard can be included in your ongoing membership, or customised as short term or once off projects.

For any precedents you choose to automate, a new ‘Testing’ workspace will be set up for your firm exclusively within Hotdocs Advance, in order to test and verify documents.  Depending on View’s involvement, we can send regular email correspondence on the status of development.

At this point in time, we are not aware of any bugs. However, that is not to say things are ‘bug free’. Please refer to the Terms and Conditions here about this aspect of the platform. 

Over the last two decades, the team members of View Legal have tried and tested many Document Automation systems – including building from scratch.  Our learnings have been that Hotdocs Advance is a complete template producing, data gathering, and document assembly platform.  It can implement highly complex automations that other platforms View has used in the past could not. In other words, View has borne significant  pain so that you have all the gain.  Our team has significant specialisation in all aspects of the document automation process which will help ensure that conversion of your templates is a streamlined and value adding process.

Law and Automation gives you and your team immediate access to document production. That is, there is no delay in your access to creating and downloading documentation. Further, you can update and amend the documents and regenerate as you need. The platform is available to you and your team 24/7 which can significantly assist with your management of workflows. Additionally, if you have not already automated your document suite, access to this membership will allow you to explore automating your own templates. For migration or commencement of new automations, the scope and agreed pricing for View to assist in this regard can be included in your ongoing membership, or customised as short term or once off projects.

In contrast, with the EEASSY and Docs only solutions, you need to provide instructions to View to prepare documents on a matter by matter basis. Therefore, there is an inherent delay in your receipt of documents (which are only available during business hours). Further, if there are minor changes or amendments to your requests you need to email View with your change of instructions.

The T1, T2 etc are essentially volume metrics. Each creates access to all documents required for a personal estate plan (ie wills, TT, EPAs in every state and all related ancillary documents, eg memo of directions).  There are a significant number of related products we can build into your access once your business has a sense of what other solutions you would like to offer to your customer base.

Please send an email to [email protected] and the team will send you additional information and test access. We also have videos on specific areas, however usually we find it is best to use the system first.  It is an intelligent interview based platform and the automation allows 1000s of scenarios to be covered.

Many View flyers can be branded however you chose.  These can be accessed here and put the word ‘’Flyer’’ in the search bar.

There are new posts at least weekly, for about 45 weeks each year, with around a 6 week break over summer – partly to allow members to catch up on posts missed during the year. Further, practically we have found that the View team shares learnings from questions sent via email or message into the group so that all information remains strictly confidential. However advisers can leverage from the answers to their unique customer scenario with confidence.

In the Friend membership you get access to this pricing flyer.  In the BFF and Family memberships, a significant number of the books are available automatically (in ebook format).

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