Clients expect more than just legal services when they contact your office to estate plan. You’re hired because estate planning is a complex, emotional process that requires decisions most clients have yet to consider. In other words, client expectations are incredibly high for your services. In this blog, we will explore what client experience is, where it matters, why it is important, and how to make it great.
Limited Access
This content is for InterActive Legal subscribers only.
If you are an InterActive Legal subscriber, please login to view this content.
If you are a non-drafting user, your access is limited to recommended software training classes.
Recommended Software Training for Non-Drafting Users
If your subscription has expired and you would like to renew, please email renewals@interactivelegal.com
If you need additional assistance, please email
customerservice@interactivelegal.com
Christopher Barbaro is the Founder of Rest, a sales automation platform which empowers estate planning attorneys to provide clients with an online planning experience resulting in increased client acquisition and reduced marketing spend. Rest started after Christopher reflected on the passing of his grandmother and determined there had to be a better way to plan and execute estates. He holds a bachelor's in engineering from University of Illinois and an MBA from UCLA-Anderson. Christopher has implemented programs, technologies, and offerings to better serve customers throughout his career.
For more information visit www.getresttoday.com
Comments are closed.