We hear both sides of the story from colleagues and clients. And they are right to ask the question.
Software has not replaced the lawyer. We believe that as the wills and related documents created using online software programs begin to hit the court system, you are going to be getting a different kind of phone call.
“We did this ourselves online and it has created a lot of problems. Can you help?” will start to be a regular phone call you receive from new prospects. Law has never been a DIY project. Like dentistry or brain surgery, there are some things that you just can’t do yourself.
But on the flip side, software designed to make the estate planning law firm more efficient is making it possible for the practitioner to reach, retain and serve more clients with far better efficacy.
You don’t need to re-invent the wheel, which is the beauty of any document preparation system. With a quality legal trust and estate planning software program, you don’t have to. Ask us, we do have our favorites!
Add Customer Relationship Management software, the E2 CRM, and you’ve taken your marketing, client intake and client service to a whole new level. Your admins are not bogged down with mindless repetitive tasks. You and they will be able to manage a much larger case load while having better interactions with clients that are not centered on the “why did this fall through the cracks” conversation.
Yes, there is a learning curve.
It’s the same kind of learning curve that took law firms from electronic typewriters that produced one document at a time (can you even imagine?) to word processors. If you were practicing law during that transition, and some of you were, then you know the kind of quantum leap that we are talking about.
The possibilities for your law practice are endless!