Client Intake Law Office Magazine 
Attorney at Work
APRIL 30, 2021
The audience is encouraged to contact the law office for further information or assistance. A past chair of ABA TECHSHOW, he is co-chair of the ABA Law Practice Division Futures Initiative and co-authors Future Proofing, a column about the future of law practice in the ABA’s Law Practice magazine.
Attorney at Work
AUGUST 27, 2021
Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. Give viewers an experience similar to being in your law office by including appropriate certificates and photos in the background.
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Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. Previously he was CIO for Holmstrom Kennedy PC and served as the first Practice Management Advisor for the State Bar of Wisconsin’s Practice411 Law Office Management Assistance Program.
Legal Tech Monitor
JANUARY 25, 2024
“The Practice of People Law” was published in the May 2022 Oklahoma Bar Journal. The ABA published my piece, “The Changing Dynamics of a People Law Practice,” in its July/August 2023 Law Practice Magazine “Big Ideas” issue. Online client portals are a primary tool for accomplishing this.
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