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As an estateplanning attorney, you understand that precision and attention to detail are paramount. In this article, we will explore the benefits of implementing automation solutions in estateplanning law firm practices. You can help ease their worries and guide them through the process.
In this blog, we outline essential steps to take when developing and enacting a succession plan, and how to avoid common mistakes. Book a Clio demo and we can show you how! What is small law firm succession planning? But for smaller law firms undergoing succession planning and determining the best successor can be challenging.
On the Lawyerist podcast, Canadian lawyer Spencer Keys shares his experience buying a firm straight out of law school, then rejuvenating the small estate-planning practice. Because there’s no “magic management” book, Keys is fine experimenting with approaches to find better ways to reach and serve clients.
Book a demo to see it in action. In this post, we review the top 10 best lead generation services for lawyers , including how each service works, what practice areas they serve, and info about their pricing. And of course, make sure you’ve signed up for Clio Grow to ensure smooth intake for all your new leads.
Get free e-book Is your law firm struggling to keep up with repetitive document creation? The platform allows firms to organize templates by practice area (family law, estateplanning, intellectual property law, etc.) Rocket Matters cloud-based access means attorneys no longer have to rely on office servers to find documents.
That is why I call this book a “manual.” There are too many estatesplanning legal form websites – so many that it is hard for a consumer to figure out which one to select. Case Studies on Productization of Legal Work Included in his book are many case studies and examples of law firms that have productized a legal service.
Book a free demo today and see how! She includes a clear, easy link to book an appointment and offers business-start-up resources. Book a free demo to get started! Book a free demo today! Book a free demo today! Need a simple yet professional website set up quickly? How does your law firms website stack up?
Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estateplanning & trusts, entertainment law, and more. Who are your competitors?
Use empathy in your writing, especially in more sensitive niches, such as elder law and estateplanning. Example: “Book a Free Consultation.” Write in a way that sounds natural, as if you’re advising a client one-on-one. Related: Writing and Editing for Empathy in Legal Marketing. Create Balanced Content.
It may not be the best option if: Long-term relationships drive your business : Areas like estateplanning, business law, or tax law often gain clients through referrals rather than immediate search intent.
Download free guide 4. Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself. Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time.
By taking a page out of the books of successful law firms and lawyers using YouTube to drive engagement and traffic, you can help your law firm grow its online presence and brand. If the title card on the video had a lawyer in front of legal books and that sweet dark mahogany beloved by law firms, I kept scrolling.
EstatePlanning Prioritize meticulous estateplanning to protect your assets and facilitate a seamless transfer to your chosen beneficiaries. Copyrights safeguard your intellectual property , such as books, music, or artwork, from unauthorized use. By doing this, it will give you a piece of mind.
Learn more here , or book a live demonstration with a Clio expert. an estateplanning checklist for someone who created a will using your firm). Enable online bookings with Clio Clio Grow has a built-in appointment scheduling tool that is easy to set up and use. You can set different appointment types (e.g.,
Providing Insights into Complex Legal Matters Cost-Effectiveness and Accessibility Eliminating the Need for Physical Seminars Traditional legal seminars and conferences often involve substantial expenses related to venue bookings, travel, and accommodation. Law firm webinar programs mitigate these costs by providing a virtual alternative.
Tulsa attorney Trevor Riddle was a co-presenter on two TECHSHOW sessions on optimizing your law firm efficiency through automation, discussing the tools he uses in his estateplanning practice. Edwards has been practicing family law in Georgia since 2001 and just added an estateplanning division to her practice.
Cost-Effectiveness and Accessibility Eliminating the Need for Physical Seminars Traditional legal seminars and conferences often involve substantial expenses related to venue bookings, travel, and accommodation. EstatePlanning Essentials: Securing Your Family’s Future Provide an overview of estateplanning basics.
Transactional law firms, such as those specializing in estateplanning and immigration, have a unique opportunity to educate potential new clients. Book a demo today. Additionally, family law firms should consider investing in marketing on Instagram due to the platform's demographics. first appeared on Lawmatics.
For example, if you are an estateplanning attorney, perhaps you build a simple “power of attorney” generator that takes your local courts’ free form and automates it for users. If you’ve ever handed over your contact information to download an e-book, you’ve been on the other end of a lead magnet. This is called a lead magnet.
As a side note, Julia is a graduate of Suffolk Law School’s course in legal technology and innovation taught by Gabriel Teninbaum , who wrote the book on Productizing Legal Work: Providing Legal Expertise at Scale (see review here). Related Law Products The addition of related law products would create additional streams of revenue.
Learn more here , or book a live demonstration with a Clio expert. Tuller, explains how this strategy works at his firm: “For our law firm, we have found that we gain the most traction through writing timely educational articles about estateplanning-related issues.
Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estateplanning & trusts, entertainment law, and more. Who are your competitors?
Although the pandemic has affected the legal industry in a multitude of ways, there’s no question that the surge in demand for estate and end-of-life planning legal services stems from the realization that no one is invincible in the face of COVID-19. EstatePlanning Pointers. Updating Your EstatePlanning Documents.
Michael Gerber, author of the book, The E-Myth Attorney , says that we should spend as much time working on our practices as we do in our practices. Sadly, the worship of “busyness” has become the religion of the legal profession. Catastrophizing.
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