You Never Get a Second Chance to Make a First Impression: The Art of Small Business Client Intake

By WealthCounsel Staff on Apr 11, 2017 12:41:06 PM

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You might make a good first impression when meeting a new small business client, but does the same hold true for your practice? Dressing professionally, appearing confident, making eye contact, a firm handshake – as an attorney, you know how to do that.

Topics: Business Law
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Why Are You Procrastinating on Improving Your Law Firm’s Technology?

By WealthCounsel Staff on Apr 6, 2017 8:00:00 AM

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What’s the difference between a successful and mediocre estate planning attorney? Increasingly, it’s a matter of law firm technology. If your firm operates with aging, less than ideal, software and equipment, you could be sacrificing some degree of competitiveness. Here are a few reasons you might be making slow progress on your firm’s tech end:

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Before You Purchase Estate Planning Software, Read this Article

By WealthCounsel Staff on Apr 5, 2017 9:00:00 AM

Before You Purchase Estate Planning Software...Even the best writers fall victim to typos and mistakes. As an estate planning attorney, these can hurt your practice’s reputation and have a number of other consequences. For example, they could also create tax issues for your clients and put you at risk of legal action. If you consistently find errors and typos in your legal documents, it might be time to invest in estate planning software that helps craft critical documents like wills and trusts.

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