VEPS provides two ways of getting information directly from a client: Client registration or intake, as well as Client Interviews. The registration process is used to gather key contact information you need in your representations – regardless of what documents you may create. Client interviews walk your client thru all the information needed to accomplish a specific task – such as setting up a revocable living trust to avoid probate. VEPS intelligently combines these inputs in generating documents so you can manage and reuse the client data as needed.
