Legal Advisors

Legal advisors can use WealthBook to grow their practice through Web 2.0 technology that improves client service in an integrated, secure online platform.

Generate Referrals

• Gain visibility into which other types of advisors your clients may be missing so you can make recommendations
• Network with other professionals to create new relationships and increase referrals
• Collaborate with your clients’ other advisors to expand your referral network

Enhance Client Service

• Offer a secure, electronic vault for your clients to store their critical content
• Efficiently organize all client legal documents and manage review processes with greater accuracy and efficiency

Work Together

• Save time by streamlining time-consuming review processes
• Securely organize and share wills, contracts, and other legal documents with your clients
• Archive copies of your clients’ legal documents to minimize liability