Professional Services
Sometimes you want the library built rather than explained. We do that work: converting your documents into Form Volumes, wiring up the logic, moving you off an older system, and teaching your staff to take it from there.
"The person who scopes your project is the person who does it. We have never been big enough to hand work down to someone junior, and we have never wanted to be."
Every firm that buys RediDraft™ faces the same first question: who is going to turn thirty years of accumulated documents into a working library? Some firms have a paralegal who takes to it immediately and never needs us again. Others would rather hand us the documents.
Both answers are fine. If you want help, you get the people who built the software: the same small team in the United States, not a consulting arm staffed separately from engineering. The person converting your trust provisions knows exactly what the assembly engine will do with them, and will tell you when you are about to make something harder than it needs to be.
The engagements below are the ones we are asked for most often. None of them is a fixed package; tell us what you are trying to accomplish and we will tell you honestly what it takes and what it costs.
What we're usually asked to do
Four kinds of work, all of it done by the people who build the software.
Form Volume Optimization & Development
Hand us the documents you draft most and we will turn them into working Form Volumes. Usually we start with one: your standard revocable trust, say, built end to end so you can see the shape of it before we go further.
- We read your actual documents before proposing anything
- Conditional logic that matches how you really decide
- You review each draft volume and we adjust
- Your staff learns to maintain what we built
Integration & Custom Setup
Practice management system, document management, an intake form that already collects half the answers: RediDraft™ can pull from what you already have. Tell us what your data lives in and we will look at what it takes to connect it.
- An honest look at whether the integration is worth it
- Connections built for your systems, not a generic connector
- The simplest thing that works, not the most impressive
- We stay available when your systems change
Migration & Modernization
Coming from FastDraft, an older RediDraft, or someone else's product entirely? We have done this many times, and the plan is always the same: keep the old system running until the new one is proven, then switch when your staff is ready, not when a schedule says so.
- A look at what you have before we quote anything
- Volumes converted, and improved where the old system forced compromises
- Old system stays up until the new one has earned your trust
- Someone on the phone during the first live matters
Training & Mentoring
Training on your own Form Volumes, not a generic curriculum. The goal is to make ourselves unnecessary: most firms have someone who ends up owning the library, and our job is to get that person confident enough to stop calling us.
- Sessions built around your library, not a generic curriculum
- Your own documents on screen, start to finish
- Follow-up once your staff has hit real cases
- The mistakes we have watched other firms make, so you skip them
How we work
Three things worth knowing up front
Consulting engagements go wrong in predictable ways. Here is how we avoid the usual ones.
- The same people, start to finish
-
Nobody scopes your project and then disappears. The person on your first call is the person building your Form Volumes and the person you email two years later when the law changes.
- We start small on purpose
-
One document first, built properly, before anyone commits to converting a whole library. You find out early whether this suits your firm, and we find out early how your firm actually drafts.
- Success means you stop needing us
-
We are not trying to become a permanent line in your budget. A library your own people can maintain is the point, and every engagement is aimed at handing you the keys.
Two engagements, for scale
What this work looks like at the small end and the large end.
Small Law Practice
A solo practitioner handed us the estate planning documents they had been assembling by hand for years. We converted them into Form Volumes, and preparation time dropped by about 90%.
Mid-Sized Law Firm
A 25-attorney firm moved off an aging FastDraft installation onto today's RediDraft™. Practice groups switched over one at a time, and no client work stopped while it happened.
Tell us what you're trying to build
Describe the documents and the situation. We will tell you what the work involves, roughly what it costs, and whether you actually need us for it.