Lawyerist

FEBRUARY 13, 2025

For example, you could include a video explanation of complex topics, such as the difference between standard estate plans and personalized plans, making the form more engaging and understandable. A standout feature is Typeforms ability to integrate videos into the forms.

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Legal tech Legal tech Estate planning Document management 71

Justia Legal Marketing & Technology blog

JUNE 9, 2025

Provide context for each section using descriptive headings and subheadings, some effectively phrased as questions or actionable statements (e.g., “Tips for Effective Estate Planning”) rather than just keywords. This provides clear organizational cues for both human readers and web crawlers.

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Law firm Law Law Estate planning 130

Attorney at Work

FEBRUARY 25, 2022

estate planning or general corporate work). an article or podcast). It echoed one of the principles I try to reinforce with lawyers: “Know the people who know the right people.” ” So often, lawyers struggle to find targets for business. Challenges can include: Everyone is a potential target (e.g.,

Estate planning 133

Estate planning Legal advice Attorney Lawyer 133

Lawyerist

NOVEMBER 1, 2024

An estate plan results in powers of attorney, wills, healthcare directives, and perhaps trusts. Firms must invest in a law practice management system (LPMS) with robust document creation and management tools to move from their current chaos to a future of fluid workflows.

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Document storage Estate planning Mediator Practice management 59

Attorney at Work

AUGUST 24, 2021

A client executive is relocating and looking for a real estate agent. A neighbor is looking for an estate planning lawyer. Send articles, make introductions, or forward product and service information that is curated for the individual. A referral source is seeking speakers for a seminar.

Lawyer 135

Lawyer Estate planning Software Attorney 135

Clio

JULY 3, 2024

Their website includes a free legal Q&A service where people can get basic answers to their legal questions from real attorneys, as well as an attorney directory and other helpful legal articles and guides. They offer online legal Q&A forums, lawyer directories, and free legal guides and articles for consumers.

Criminal Defense 95

Criminal Defense Lawyer Estate planning Intellectual Property 95

Attorney at Work

SEPTEMBER 24, 2021

I have two articles due today by the end of business, both of which require my immediate attention. I still had to monitor the communications to deal with issues that required my input, but her assistance freed me up to focus on the third transaction and write one of the articles. Now it’s written, a day later than originally planned.

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Estate planning Paralegal Legal advice Attorney 124

Lawyerist

MARCH 1, 2025

For instance, an estate planning board might include columns for Initial Consultation, Document Drafting, Client Review, and Execution, while a litigation board might have columns for Initial Pleadings, Discovery, Motions, and Trial Preparation. Moreover, you can customize kanban boards to fit your unique law practice.

Court 59

Court Estate planning Time-tracking Software 59

NSLT

MAY 15, 2023

As you know, legal services are typically document intensive and often, the service rendered is the document itself (estate planning documents, purchase contracts, leases, etc.). Read Article In view of this, efficient use of the tool we use to create documents (Microsoft Word) is extremely important.

Estate planning 67

Estate planning Litigation Litigator 67

NSLT

MAY 15, 2023

As you know, legal services are typically document intensive and often, the service rendered is the document itself (estate planning documents, purchase contracts, leases, etc.). Read Article In view of this, efficient use of the tool we use to create documents (Microsoft Word) is extremely important.

Estate planning 63

Estate planning Litigation Litigator 63

Above the Law - Technology

DECEMBER 4, 2023

Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estate planning & trusts, entertainment law, and more. Who are your competitors?

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Mediator Litigation Litigator Law firm 325

NSLT

JULY 14, 2016

Amicus Attorney for Estate Planning Law Firms While Amicus Attorney Premium Edition is designed to work with firms of all types and sizes, here are a few ways it can be customized to meet the needs of your estate planning firm. Read the Article: Here Learn More About Amicus Attorney: Here

Attorney 40

Attorney Estate planning Law firm Law 40

NSLT

JULY 14, 2016

Amicus Attorney for Estate Planning Law Firms While Amicus Attorney Premium Edition is designed to work with firms of all types and sizes, here are a few ways it can be customized to meet the needs of your estate planning firm. Read the Article: Here Learn More About Amicus Attorney: Here

Attorney 40

Attorney Estate planning Law firm Law 40

Lawyerist

MARCH 14, 2024

Jones or the Thomas estate plan). Read this earlier article on Lawyerist to understand more about the BIM and how it can help you see more clearly. An LPMS combines a host of otherwise disparate data—emails, notes, documents, phone messages, calendar appointments, and more—under the umbrella of one collective ( e.g. , Smith v.

Mediator 69

Mediator Estate planning Practice management Software 69

Clio

MARCH 8, 2023

Accounting lawyers possess a breadth of knowledge of the rules and regulations surrounding business transactions, taxes, estate planning, and wealth management. They counsel clients on tax laws, draft documents such as wills, develop estate planning strategies, handle tax disputes, and defend clients against IRS audits.

Lawyer 64

Lawyer Estate planning Law firm Defendant 64

Lawmatics

FEBRUARY 16, 2023

When researching this article, I quickly encountered many traditional attorney videos that resembled this 2017 SNL Skit " Attorney Ad." Each video is tailored to answer specific estate-planning-related questions, such as managing taxes acquired from an IRA or discussing estate-planning desires with one's family.

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Attorney Estate planning Bankruptcy Criminal Defense 40

Lawyerist

APRIL 19, 2024

You can create tasks for individual documents (as in estate plan drafting), or entire classes of documents (as in discovery or due diligence work). Task Tracking : You can configure ShareFile for legal to track matter-related tasks. Statuses include “yet to start,” “in progress,” “overdue,” and “completed.”

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Due diligence Time-tracking Estate planning Law firm 72

Lawyerist

APRIL 12, 2024

By recording time and knowing, for example, that a $10,000 flat fee estate plan takes $5,000 to prepare ( i.e. , comparing the fee charged against staff salaries and other expenses), the firm gains a profit margin “snapshot.” Hourly billers get a sense of profitability with every pre-bill, discount, or write-down they give a client.

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Time-tracking Estate planning Practice management Attorney 69

Lawyerist

MAY 16, 2024

Suppose you are an estate planning attorney and you conduct an educational presentation for seniors in your area, you might collect attendee names and email addresses. Capturing and Engaging Leads While word of mouth remains a powerful recruitment vehicle, digital tools help keep you in mind when a would-be client is ready to engage.

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Client Intake Law Law Time-tracking 72

lennyesq

JUNE 25, 2024

Dear Lenny, Thanks for your note about Claude, whom I’m using to help me research a family estate planning problem (what to do if there are no grandchildren) Claude is my pal. Are you sure that the article with the title below actually shows up in the cited Journal ? He’s suave, friendly, polite, and writes quite well.

Time-tracking 75

Time-tracking Estate planning Lawyer Law 75

Centerbase

MAY 14, 2025

Practice areas with highly variable scope (like complex litigation) may benefit from hourly billing, while routine matters (like estate planning) might be better suited for flat fees. Modern legal payment processors will automatically account for clients online payments in your general ledger.

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Law firm Time-tracking Billing software Law 52

Attorney at Work

JANUARY 11, 2022

For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. I explore five in this article. . ‘Tis the season for legal technology predictions, which are entertaining but seldom useful. Smoking Guns Galore If You Can Defensibly Preserve Them.

Legal technology 60

Legal technology Legal technology e-filing Estate planning 60

Lawmatics

MAY 9, 2023

Transactional law firms, such as those specializing in estate planning and immigration, have a unique opportunity to educate potential new clients. While LinkedIn remains the leading platform for lawyers and law firms, Instagram has yet to gain much traction, with only 12-13% of lawyers of various sizes reporting its use.

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Law firm Estate planning Law Law 52

Attorney at Work

SEPTEMBER 8, 2022

If your estate planning clients or divorce clients need life insurance, put life insurance agents you personally know on your list. For simplicity’s sake, this article defers to the ABA’s Model Rules of Professional Conduct. Professionals whose services your clients need to use. Do your homework. Let the client make the contact.

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Lawyer e-filing e-records Estate planning 124

MatterSuite

DECEMBER 8, 2023

Here are some creative strategies that can elevate a law firm’s holiday marketing game: Crafting Engaging Blog Posts/Articles on Holiday-Related Legal Topics: The holidays spark various legal needs and concerns.

Law firm 52

Law firm Law Law Estate planning 52

Clio

FEBRUARY 7, 2025

They offer helpful guidance in their articles and have a podcast with additional information. White Oak Wills & Trusts, LLC The team at White Oak recognizes that many people put off will and estate planning , which is why theyve used their homepage to highlight their commitment to making such discussions easy and fun.

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Law firm Law Law Estate planning 98

Lawmatics

OCTOBER 22, 2024

For instance, using law firm advertising examples as a guide, you could tailor ads for people searching for specific services like estate planning or DUI defense. Content marketing, which includes writing helpful articles and guides on legal topics, positions your firm as a trusted authority. For building trust.

Lawyer 40

Lawyer Criminal Defense Estate planning Time-tracking 40

Clio

JULY 3, 2024

Tuller, explains how this strategy works at his firm: “For our law firm, we have found that we gain the most traction through writing timely educational articles about estate planning-related issues. Embrace thought leadership Thought leadership is a big part of content marketing.

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Law firm Law Law Time-tracking 98

The Law Product Makers blog

OCTOBER 27, 2021

This article focuses on the terms and features around the actual delivery of a product. HotDocs helps publishers automate their workflow and process a wide variety of complex documents from estate planning documents to standard banking documents.” What can it do? Interactive questioning, document generation, expert analysis?

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Document automation Estate planning Software e-filing 52

Legal Tech Monitor

DECEMBER 4, 2023

Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estate planning & trusts, entertainment law, and more. Who are your competitors?

Litigation 52

Litigation Litigator Mediator Law firm 52

Dennis Kennedy

OCTOBER 6, 2022

In this article, I will map out twelve common barriers to legal innovation I see regularly. I once had a law partner who asked his estate planning clients about the “atomic bomb dropped on the family reunion” scenario to get them to focus on the final, final disposition of their estate to contingent beneficiaries.

Law 52

Law Law Time-tracking e-records 52

Justia Legal Marketing & Technology blog

JANUARY 20, 2023

The Divorce center describes how various assets may be divided , from real estate and businesses to intellectual property. Further articles discuss special circumstances that may arise for some couples, such as those with minor children , substantial assets , or military careers. armed forces.

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