Practice Automation

A potential new client has contacted your office to see if your firm can prepare their estate plan. What is your first step? There is no one right answer to this question – some attorneys will schedule an in-person conference or an online…

Every InterActive Legal drafting system includes standard time-saving features designed to streamline the drafting process.  Those features are often not evident “out of the box,” since it takes a bit of time to get used to drafting in a…

Now that we have reached the holiday gift-giving season, it seems only fitting to talk about packages. In this case, however, it’s not a present or gift, but a package of estate planning documents. Most planners are familiar with preparing…

The use of automation in estate planning law firms has been steadily increasing in recent years. The technology can do more, and clients are increasingly more willing to interact with it. Whether you use a lot of automation in your…

You CAN automate the drafting of estate planning in your practice. Regardless of the size or complexity of client matters you handle, automation will (yes “will”!) make you more efficient, more effective, and more profitable.  With…

There’s much attention placed on the estate planning process, and rightfully so, but the day inevitably comes when an estate must actually be settled. Whether it’s an estate you helped plan, or one with no proactive measures in place,…

Working remotely has challenges and as we have all spent more than a month doing so what tips can make you more efficient and productive now?