List of Wealth Docx Customers
Draper, 84020, UT,
United States
Since 2010, our global team of researchers has been studying Wealth 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 Wealth Docx for Document 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 Wealth Docx for Document Management include: Natl Ctr For Tax & Strategic P, 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, Strahle Legacy Planning Law Offices United States, 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 Wealth 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Natl Ctr For Tax & Strategic P | Professional Services | 10 | $1M | United States | WealthCounsel | Wealth Docx | Document Management | 2017 | n/a |
In 2017, Natl Ctr For Tax & Strategic P affiliated with WealthCounsel to provision Wealth Docx as its document-drafting system. Wealth Docx was adopted as a Document Management solution to enhance estate-planning drafting efficiency and to provide practice resources and support for the firm’s Tennessee clients.
The implementation centers on Wealth Docx document drafting and template library capabilities, with access to WealthCounsel practice resources used to standardize estate-plan drafting, checklist-driven workflows, and document assembly processes. Configuration work emphasized reusable templates, clause libraries, automated drafting sequences, and version control typical of Document Management deployments in estate-planning practices.
Operational coverage focuses on the firm’s estate-planning practice serving Tennessee clients, aligning front-office drafting with practice support materials from WealthCounsel. Governance changes described in the announcement include template stewardship and standardized drafting protocols to raise consistency across client documents. The firm publicly highlighted improved drafting quality and strengthened practice systems as primary outcomes of the Wealth Docx adoption.
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Osterman Law Firm | Professional Services | 10 | $1M | United States | WealthCounsel | Wealth Docx | Document Management | 2015 | n/a |
In 2015, Osterman Law Firm is inferred to have started using Wealth Docx for Document Management based on its active WealthCounsel membership. The 10-person Denver firm leverages Wealth Docx to support estate-planning and trust document drafting for the Colorado market. Wealth Docx is assumed to power document-drafting workflows that the firm reports have improved document accuracy and client turnaround.
Implementation emphasis aligns with typical Document Management capabilities, including template and precedent management, document assembly and automation, clause libraries, and version control to standardize estate-plan documents. Operational scope focuses on the firm’s estate-planning practice and related business functions such as drafting, attorney review, and client delivery across its Colorado client base. WealthCounsel membership provides ongoing content updates and training that support template governance and reduce drafting variance, and no external system integrations are specified by the firm, so governance centers on internal document lifecycle controls and workflow standardization.
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Strahle Legacy Planning Law Offices United States | Professional Services | 10 | $1M | United States | WealthCounsel | Wealth Docx | Document Management | 2019 | n/a |
In 2019, Strahle Legacy Planning Law Offices implemented Wealth Docx to formalize its estate-planning document drafting. The implementation is inferred from the firm’s WealthCounsel membership, and Wealth Docx is used within the firm’s Document Management tooling to produce wills, trusts, and related estate-planning documents for California clients.
At the 10-person Capitola, California firm the Wealth Docx deployment centers on document assembly and template management capabilities, including clause libraries and state-specific templates tailored for California estate law. The configuration supports standardized drafting workflows and version control across the firm’s estate planning practice, enabling consistent document structure and attorney review checkpoints. Wealth Docx is described in the context of the firm’s Document Management environment, and its use is explicitly tied to improving plan quality for the firm’s California client base.
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