Confidant is the easiest collaborative tool available to permit direct interaction with a client on their legal, estate and tax matters.

Benefits
	Cross-sell services by identifying opportunities and gaps in estate plans or other legal needs
	Deepen relationships with customers
	Grow your customer base through viral nature of product*
	Reach Confidant User Base with targeted advertising programs

Cross-Sell and Loyalty
The entry point for most estate planners, CPAs and Attorneys is an introductory questionnaire. Why not further engage your customers by handing them a pre-filled version of Confidant at the conclusion of your meeting? Not only does it improve customer satisfaction and increase loyalty, but the Confidant discussion opens up numerous cross-sell opportunities and permits continued online collaboration regarding the customer’s changing needs.

Built-In Lead Generator
The most efficient and effective way to grow your business is through referrals. With Confidant, your customers will show you as the primary contact for all of their estate and tax planning needs. Any of their confidants can needing similar services will have a built-in referral right at their fingertips.