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LEAP Announces Integration with WealthCounsel, Providing Estate Planning Tools Directly within Its Practice Management Platform

LawSites

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

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LEAP Announces Integration with WealthCounsel, Providing Estate Planning Tools Directly within Its Practice Management Platform

Legal Tech Monitor

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

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LEAP Legal Software Acquires WealthCounsel and ElderCounsel

LawSites

LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, has acquired WealthCounsel , a leading provider of software, training and support for estate planning lawyers, and its related company ElderCounsel. Going Deep on Content.

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Making Your Money Work Smarter: Build, Protect, and Secure a Lasting Legacy – Natalie Goldberg – S7E3

Legally Speaking

She founded Goldberg LLP , a law firm that specializes in estate planning for high-net-worth and ultra-high-net-worth families. You can catch Rob and Natalie Goldberg talking about: The high-level definition between estate planning, wills, trust, asset protection, elder law, and wealth preservation.

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Five Legal Technology Trends of Note From the TechnoLawyer Top Products Awards of 2021

Attorney at Work

For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. Chosen by the subscribers of our flagship TechnoLawyer newsletter , these awards serve as a buyer’s guide and also reflect important trends in legal technology.

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Client Intake Form

Lawmatics

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. Estate planning intake form.

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Podcast Highlights: Client Journey Theory | Love Thy Lawyer

Lawmatics

Their conversation ran the gamut from law firm marketing strategy to cultivating positive client relationships. Stay tuned for some inside baseball on creating a legal tech startup and the path that took Matt from practicing attorney to founder of MyCase and, eventually, Lawmatics. Matt Spiegel, welcome to Love Thy Lawyer.