Software & Technology

BusinessDocx
Exploring Revenue Opportunities Post-ATRA?
BusinessDocx. Period.

"As an estate and business planning attorney, I am always looking for ways to better serve my clients, create a great working environment for myself and my staff and have a profitable practice. WealthCounsel membership and the BusinessDocx drafting system helped achieve my practice goals." (View testimonial)

- Paul Bernstein, J.D. | Salem, MA		  


BusinessDocx

Did you know that the demand for business and succession planning services is already on the rise?  Are you positioning your practice to capture a share of this market?
 
From entity formation for young entrepreneurs to succession planning for retiring baby boomers, BusinessDocx helps establish you as a business owner’s primary legal advisor and a leading authority on business sustainability.		       

With BusinessDocx, you get more than just superior drafting software.  You also gain access to a platform that includes the community, marketing resources, continuing education, and support needed to profitably grow your practice while better serving the needs of business owners.

The BusinessDocx drafting system, created in collaboration with nationally recognized business law experts, is ideal for attorneys and other planning professionals whose practices include substantial business formation, operation, maintenance or succession planning, and those who want to add these practice areas to the services they currently provide.

Transform Your Practice with BusinessDocx

Serve the growing need for business planning, transitioning, and succession with the most robust business planning software available.
View Demo ▶		       
BusinessDocx Will Change Your Practice

What’s Inside BusinessDocx

Discover the robust capacity of BusinessDocx in this short video as we illustrate the four main categories of the business life cycle. Imagine how BusinessDocx can position you and your practice for greater success.
View Demo ▶		  
What is Inside BusinessDocx

WealthCounsel: Your Total Practice Solution

Learn how WealthCounsel’s Five Criteria for Practice Excellence equip you to build a smarter and more profitable practice.
View Demo ▶		  
What is Inside BusinessDocx

We appreciate your interest in BusinessDocx. For information or to request a demo of BusinessDocx, email a Membership Consultant, or call us at 888-659-4069, x819.

BusinessDocx contains the following document modules:


Hardware and Software Requirements

PC Hardware Requirements
  • 1 GHz processor (2GHz or more, recommended)
  • 2 GB RAM (4 GB, recommended)
  • 250 MB hard disk storage
  • Microsoft .Net Framework
  • Operating System: (Business Edition, recommended)
    Windows XP SP3, Vista SP2, Windows 7 SP1 or Windows 8
  • Microsoft Word for Windows: (Business Edition, recommended)
    2003 SP3, 2007 SP3, 2010 SP1 or 2013
  • HotDocs Player
  • Broadband Internet connection
  • Internet Explorer: 7 or higher
Mac Hardware Requirements
  • Window Desktop Virtualization Software: Fusion, Parallels, or Boot Camp
  • Allocated Resources for Windows
  • 1 GHz processor (2GHz or more, recommended)
  • 4 GB RAM (8 GB, recommended)
  • 250 MB hard disk storage
  • Microsoft .Net Framework
  • Operating System: (Business Edition, recommended)
    Windows XP SP3, Vista SP2, Windows 7 SP1 or Windows 8
  • Microsoft Word for Windows: (Business Edition, recommended)
    2003 SP3, 2007 SP3, 2010 SP1 or 2013
  • HotDocs Player
  • Broadband Internet connection
  • Internet Explorer: 7 or higher