Settings | Goliath

Settings on Goliath. Automates the creation of estate-planning documents by analyzing client meetings.

Data types

  • Meeting
  • DocumentTemplate
  • GeneratedDocument
  • FirmSettings
  • Firm
  • DemoRequest
  • TrainingDocument
  • Contact
  • NoteTemplate
  • Staff
  • BetaRequest
  • GoliathNoteTemplate
  • Feedback
  • ProcessedClientDocument