The Client:
A US-based law firm specializing in estate planning, family, bankruptcy, and business law.
Scope of Work
Complete support on the drafting of will packages, including:
- Last will
- Living will
- Irrevocable trust package
- Deed to irrevocable trust
- Financial durable power of attorney
- Medical durable power of attorney
Process Challenges
Before reaching out to Cogneesol, the client had been facing issues related to time-consuming and poorly drawn-up drafts. They required support for quality groundwork for will drafting, including error-free drafting, correct incorporation of the legal description of the property in question, thorough knowledge of estate planning law of the State of Colorado.
Cogneesol’s Optimization Solution
Cogneesol’s team of qualified legal professionals studied respective state laws and deep dived into the client’s drafting processes bringing about the following steps for optimization:
- Designed checklists for every draft type
- Built a ready-referenceable database of the relevant laws and regulations
- Created standard set of templates during approval by the client
- Introduced client intake sheet for uniform inputs and easy and quick understanding
We stay extremely satisfied with their service delivery – their drafts are impeccable and save us a great deal of time in finalizing the wills.
Impact Delivered
A US-based law firm specializing in estate planning, family, bankruptcy, and business law.
With every step documented and a comprehensive database, our team of legal experts was successful in defining standard processes for every type of will draft, thereby:
- Providing quality inputs on new updates of estate planning
- Reducing turnaround time significantly
- Improving the quality of the drafts submitted for review
- Enabling the client to meet their timelines
Other Client Stories
Client Testimonials
It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.
Through the last three years of our association with Cogneesol, we have come to depend on their drafting support completely. They are experts of various laws and regulations; their drafts are accurate and complete; do not require undue review efforts. They make it easier and faster for us to build our cases.
We are a law firm based out of Washington DC. With increasing case load, we wanted to work with a dedicated team of paralegals to handle our backend legal work. Came to know of Cogneesol from an attorneys’ network. Their level of professionalism for their very first assignment won us over completely. They are now on our retainer rolls. We reach out to them for all our big cases.
Cogneesol provided us with proficient legal experts to provide paralegal services for all our open cases. We realized they are also trained on legal amendments on a regular basis so that their knowledge stays up-to-date. We have been getting timely services from them with in depth analysis and closures. Extremely satisfied with their services! Wish them well!
Today, we rely on Cogneesol for handling most aspects of our law firm’s back-office operations. It had started with the basic yet crucial document review tasks. Their excellent service delivery simply led to widening the scope of work and now, we also depend on them for contract abstraction, drafting, and management. Not only do they deliver quality service, they are also reasonably priced helping us stay cost efficient.
Thank you, researchers, for your extensive research and inputs for the BC Court of Appeal case. I am happy to confirm that the firm could present a strong appeal thanks to the thorough drafted factum. Your strong understanding of the law and the related regulations give us confidence for stronger representation in the future. You make us a formidable team. Thank you!
