Rest

Rest WealthCounsel & Rest - https://bit.ly/wealthcounselandrest

Rest Integrates with !Rest, a sales automation platform that empowers estate planning attorneys to provide their client...
09/08/2021

Rest Integrates with !

Rest, a sales automation platform that empowers estate planning attorneys to provide their clients with an online planning experience, today announced its partnership with Clio, a leading provider of law practice management software.

Clio and Rest share a vision for transforming how consumers interact with their lawyers. With this new integration, Rest has the ability to ensure more attorneys can seamlessly onboard new clients while providing them with a standout legal experience.

More in our bio 🎉

Rest Integrates with Clio!Rest, a sales automation platform that empowers estate planning attorneys to provide their cli...
09/08/2021

Rest Integrates with Clio!

Rest, a sales automation platform that empowers estate planning attorneys to provide their clients with an online planning experience, today announced its partnership with Clio, a leading provider of law practice management software.

Clio and Rest share a vision for transforming how consumers interact with their lawyers. With this new integration, Rest has the ability to ensure more attorneys can seamlessly onboard new clients while providing them with a standout legal experience.

Read more in our bio 🎉

Welcome WealthCounsel, LLC to the Rest family! We are excited to partner with WealthCounsel to offer the first digital e...
06/22/2021

Welcome WealthCounsel, LLC to the Rest family! We are excited to partner with WealthCounsel to offer the first digital estate planning solution built for attorneys to deliver end-to-end online experiences for their clients as the industry moves online.

Legal drafting software has always been important for attorneys to dedicate more of their personalized attention to each individual client. WealthCounsel’s Wealth Docx® signature drafting software has allowed attorneys to tailor customized estate plans for clients for over 20 years. But until now, the only way to automate client intake & onboarding with drafting software was to build multiple, expensive integrations.

Rest has empowered many attorneys to provide their clients online planning experiences. This relationship marks an exciting and important evolution in our offering as we strive to help attorneys continue to offer unique, value-added and personalized services in the digital age.

Read more here: https://bit.ly/wealthcounselandrest

As a forward-looking attorney, you owe your clients a digital planning option.Today’s clients want the best of both worl...
06/15/2021

As a forward-looking attorney, you owe your clients a digital planning option.

Today’s clients want the best of both worlds; the speed of digital applications paired with the flexibility and personalization of human touch. Attorneys have struggled to match the pace and demands of tech-savvy clients and it’s not their fault.

Read our latest blog post in our bio on why current software offerings don’t work.

http://bit.ly/software-doesnt-enable-attorneys-to-offer-what-clients-want

Let's face it, intake and onboarding are painful for you and your potential clients. With Rest's digital intake form cli...
04/13/2021

Let's face it, intake and onboarding are painful for you and your potential clients. With Rest's digital intake form clients can revisit with ease, clearly seeing which sections and questions remain.

Estate planning attorneys do so much more for their clients than online do-it-yourself products. Rest understands this w...
03/09/2021

Estate planning attorneys do so much more for their clients than online do-it-yourself products. Rest understands this which is why we specialize in making the process of digitizing intake & onboarding for our attorneys so easy. Clients hate filling out pdf intake forms. Let us help.

We heard your feedback! Saying goodbye to the old ‘rest’ with a sneak peek of our newly designed website! We are continu...
10/16/2020

We heard your feedback! Saying goodbye to the old ‘rest’ with a sneak peek of our newly designed website! We are continuing to work on bringing you the best experience by piloting with our lawyers. Sign up now and we will keep you updated on our upcoming product launches.

Check us out at www.getresttoday.com

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