Sick of products that force you to use their precedents? With Appara you can set your custom precedents ahead of time, so your documents are generated with your preferred fields and language.
Or use Appara’s default templates for establishing and amending Family Trusts, Spousal Trusts, Alter Ego Trusts, and for preparing Wills, Multiple Wills, Powers of Attorney and Representation Agreements. Plus, Appara’s generative AI Clause Picker makes it quick and easy to add additional custom clauses to your documents on a case-by-case basis.
Forget about “version control” or importing and exporting documents. Appara’s in-app document editor means you can make changes directly within the Appara environment – and with robust collaboration and sharing features, you can share documents with colleagues, add comments, and track changes…even if your team’s all over the world.
No more headaches, no more triple checking for mistakes. Appara’s customizable client questionnaire form removes the need for cumbersome data input, including typos. Once the client completes the questionnaire, their information is stored in your records, and is the source for populating the documents. Fast, Efficient and Accurate.
Say goodbye to multiple platforms. With Appara’s fully integrated, cloud-based database, you can easily import client information across practice areas, and track who has a Will and whether the Will is stored at your firm. Further, perform estate planning transactions, real estate work, and corporate governance all within the same platform – saving you and your team time!
Your time and expertise are valuable. Your clients don’t come to you because you can create documents, they come to you for your legal and estate planning advice.
Your time should be spent with your clients, providing them with the advice to enable sound decisions. Once the decisions are made, the document preparation should be effortless. Appara’s document automation platform provides efficient document preparation from start (data input) to finish (completed documentation storage) – helping you serve your clients.
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