Law & Automation
Part of the View Community
EXCLUSIVE TO LAW FIRMS
Holistic Estate Planning, Entity Establishment and Business Succession document automation platform
Access to sophisticated automation ecosystem, including specialised precedents, education and strategy tools to successfully integrate estate planning, entity establishment and business succession into your firm and grow your business
Integrating estate planning, entity establishment and business succession into your practice made simple with these steps:
STEP 1: Choose you membership
Get unlimited ongoing access to curated resources to support your learning and education as well as membership of a closed online community
STEP 2: Choose your access
Legal practices have the ability to access specialist estate planning, entity establishment documentation without compromise. Not sure how much access you need? Start a trial to work out how this can work for you and your firm.
STEP 3: Grow your business
Remove the pain of spending hours crafting documents from stagnate (and usually out of date) precedents by accessing this precedent automation ecosystem.
With more hours in your day you will be able to build the framework to grow your business immediately.
You and your team will have more time to speak with your customers, build stronger relationships and be confident that you have created the best solution for your customer.
STEP 1 – CHOOSE YOUR MEMBERSHIP
Ongoing legal support is provided via a monthly membership.
There are three ways you can access this support from the View team, namely:
In relation to in-house counsel, there are four membership levels, namely:
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 2 – CHOOSE YOUR ACCESS
There are four access levels, namely:
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 changes 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
Replacement Trust Deed
Deed of Variation Resolution
Notice to members
Future use documents for eg BDBN, Notice of compliance for Employer
Product Disclosure Statement
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
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
Register of unitholders
Applications for Allotment
Unit Trust Flyer
STEP 3 – GROW YOUR BUSINESS
Why View's Law & Automation via monthly membership is for you
|Not for you||Could be for you|
|You like stagnate precedents that need to be crafted and adjusted for each customer that can take hours to get to finals.||You want access to a sophisticated, logic based automation ecosystem that creates high quality documents in less than 15 minutes.|
|You want to keep up to date with all case law and legislation changes without specialist support and keep your precedents up to date.||You realise that there is only so much you can do and relying on a leading specialist law firm to support you in holistic estate planning, entity establishment and business succession means that you will have more time to look after your customers and provide them with quality documents for their unique circumstances.|
|You believe that relying on other law firms to assist you in document production is too risky.||You understand that you cannot keep up to date with all the changes in the law in every area that you would like to offer services and access to another firm’s automated ecosystem can support the growth of your business and ensure you are better equipped to provide appropriate documents for your customers.|
|You want to work long hours, hire additional team members and create all documents from your archive of precedents.||You know that being busy is not equivalent to being productive and you want to find a better way to improve the way you do business and how you approach your workflows.|
|You believe automation and AI are just hype and are taking jobs away from the legal industry.||You can see that if less time is spent in the administration of tasks and document production, more time can be spent developing relationships with customers and providing better outcomes.|
|You believe that you know what you need to know and don’t need to improve what you do in your business.||You believe that continuous improvement is essential to the ongoing health of you and your business.|
|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, entity establishment and business succession 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 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 commercially viable, you are also interested to ensure you get value, quality, service and access to a precedent ecosystem that is continuously improved and updated as needed due to changes in the law.|
|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 has an option for your team to have 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.