At REAL Automation Solutions we love to help people and businesses find solutions to their issues through automation. 

REAL has a staff of experienced, legally-trained experts in HotDocs© document automation and Infusionsoft marketing automation

Document Automation

We have the experience and skills to create complete document solutions quickly and efficiently. Our goal is to be the most accurate HotDocs© consulting company. In order to accomplish this goal, our consultants work to ensure that every detail in your document is taken care of. This way we can ensure that your documents are created in the way that you want and that your practice will run more efficiently. 
REAL is also one of the most cost effective options. We have been doing template development since 1998 and are proficient at creating clean and powerful documents. Please call us for a free quote on creating a HotDocs© document solution tailored to fit your needs. 

REAL is client friendly. We involve our clients in the entire automation procedure and tailor our work to your needs. We offer both support and training on the documents we automate. We make sure that you are comfortable with any work we do and strive to meet all your specific needs.

Marketing Automation

Marketing automation is everywhere in your inbox. It’s the “sorry I missed you” email from a salesperson who just left you a voicemail. The birthday coupon from a restaurant. The reminder from a retailer that you added a product to your shopping cart but never clicked “buy.”

Across the Estate Planning industry, automation has become a key to success: Nearly 80 percent of top-performing companies have used marketing automation for more than two years, according to the research firm Gleanster.

But automation isn’t reserved for big corporations. We work the Estate Planning Law Firms, to incorporate automation in every aspect of their practice: from capturing leads to closing sales to serving clients to checking routine office tasks off the to-do list. When repetitive processes are automated, Estate Planning practice owners can instead devote time to the goals that really matter—like growing the practice.

REAL Automation Solutions

Org chart

Teams

Offices