List of Elder Docx Customers
Draper, 84020, UT,
United States
Since 2010, our global team of researchers has been studying Elder Docx customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Elder Docx for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Elder Docx for Legal Practice Management include: Curley Law Firm, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Osterman Law Firm, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Connor Law Firm, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Elder Docx, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Elder Docx customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Connor Law Firm | Professional Services | 10 | $1M | United States | WealthCounsel | Elder Docx | Legal Practice Management | 1994 | n/a |
In 1994, Connor Law Firm implemented Elder Docx to support its estate planning and elder law practice. Connor Law Firm uses Elder Docx as part of its Legal Practice Management toolkit, leveraging WealthCounsel membership materials to standardize drafting for living trusts, Medicaid asset protection planning, and special needs trusts. Elder Docx usage is inferred from the firm s WealthCounsel membership and is presumed to be used to streamline state specific elder law document drafting and Medicaid Asset Protection Trust documents for the firm s Utah and Arizona practice areas.
The deployment is sized for a small professional services firm of roughly 10 employees and is configured to support attorney led document assembly workflows, template driven trust drafting, and document version control across matters. Implemented functional capabilities focus on state specific document assembly, clause libraries for Medicaid eligibility and long term care planning, trust drafting templates, and integration into attorney review and client intake handoffs within the estate planning and elder law business functions. Governance emphasizes template control through WealthCounsel authored resources and firm level review checkpoints to maintain jurisdictional compliance and consistency in drafting practices.
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Curley Law Firm | Professional Services | 10 | $1M | United States | WealthCounsel | Elder Docx | Legal Practice Management | 2015 | n/a |
In 2015 Curley Law Firm implemented Elder Docx to support practice operations within Legal Practice Management. The Wakefield Massachusetts firm is a specialized elder law and estate planning practice and uses its WealthCounsel and ElderCounsel affiliations to inform document content and procedural templates.
Elder Docx was configured as a document assembly and template management capability focused on producing Medicaid planning documents and client letters that align with MassHealth planning requirements. The implementation centralized template-driven drafting workflows so attorneys and paralegals could generate standardized engagement letters, Medicaid application materials, and related estate planning documents. Configuration included clause selection and document bundling consistent with Legal Practice Management workflows to reduce manual drafting steps.
Operational scope covered the firm’s core business functions for elder law, Medicaid planning, and estate administration, with the application used firmwide across attorneys and support staff. Governance practices established standardized templates and review checkpoints to ensure consistency in client correspondence and Medicaid planning documentation. The firm’s WealthCounsel and ElderCounsel membership is explicitly tied to the use of Elder Docx and is presumed to help the firm produce Medicaid planning documents and client letters more efficiently.
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Osterman Law Firm | Professional Services | 10 | $1M | United States | WealthCounsel | Elder Docx | Legal Practice Management | 2016 | n/a |
In 2016, Osterman Law Firm implemented Elder Docx as part of its Legal Practice Management tooling. Osterman Law Firm is an estate planning and elder-law practice based in Denver, Colorado and its active WealthCounsel membership is cited as the basis for using Elder Docx to support state-specific estate and elder-law drafting.
Elder Docx is used to standardize document assembly and template management for Medicaid asset-protection planning, trusts, powers of attorney, and related elder-law documents, emphasizing clause libraries and automated population to improve consistency. Configuration and template curation were oriented to Colorado statutory requirements and to the firm’s small-office operational model, enabling attorneys and paralegals to produce compliant, repeatable documents with reduced manual variation.
Operational coverage centers on the firm’s estate planning and elder-law business functions, where attorneys and support staff use Elder Docx alongside WealthCounsel resources to maintain template governance and drafting workflows. The adoption is described as improving drafting consistency and efficiency, with governance practices focused on role-based access to templates and centralized template maintenance to manage state-specific content.
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