InfoTrack US’ Post

Are you still referring clients to an outside attorney for estate planning? It might be time for an upgrade. With Estate Guru, you can take control of your clients' estate planning process directly. This attorney-guided software empowers you to create legal documents for your clients while assigning them an attorney partner. The best part? You control the client experience from start to finish. By integrating Estate Guru into your practice, you’ll unlock: - **Deeper asset discovery** for more comprehensive planning - **Stronger cross-selling** opportunities or assets under management - **Self-generating referrals** that lead to practice growth Stop outsourcing and start integrating—elevate your client service with Estate Guru. #EstatePlanning #FinancialAdvisors #TechSolutions #ClientExperience #PracticeGrowth

"Thrivest is the most professional and straight-forward funding company I have worked with. Russell Fitzpatrick made the process quick and easy. His superior customer service and attention to detail make him a valuable asset to this organization. Highly recommend for legal professionals." - Cory F. Link to Thrive: Quick Cash, Zero Hassle #ThriveWithThrivest Call Now and speak with Russell: 267-546-3932 #TestimonialTuesday #FiveStarReview #CustomerSatisfaction #LegalFunding #personalinjury #legalfunding #settlementadvance #presettlementfunding Russell Fitzpatrick

Legalboards can help you stay on top of cases, save time, and be a valuable tool for your business- just ask Frances at Shefter Law, PA. 🚀 The firm started using Legalboards as a way to stay on top of their client's cases by using automations. Then, by using Legalboards to build profitability reports, they're able to keep tabs on their firm's operations.

Legalboards is an awesome way to organize not only your office team, but your LIFE. #legaboards. Embrace the power of organization with #legalboards – take charge now!

This week I helped my clients: ✅ modify the estate planning process they bought to fit the size and culture of their firm ✅ implement workflows in their case management software ✅ reallocate tasks that do not require attention from the attorney to support team members ✅ begin conforming the estate planning process deliverables they bought to have their logo, colors and tonality All which: 💰 improves profitability 💲 gets an ROI on a process already purchased but not yet fully implemented 📈 improves efficiency 😊 improves client experiences ☀️ reduces stress Implementation is the key to the rewards of all the programs and products out there! Let’s get them off the shelf and in play! Enjoy your weekend everyone! #lawfirmgrowth #implementation #lawfirmconsulting #laneylyons

"There Are Just So Many Things To Think About, So Many Details You Never Considered. Until You Are Presented With The Details You Didn't Consider Them." This was an insight Harold Ramis gave to me. I got to meet Harold in 2006. It was a very cool experience. He was very approachable and easy to talk to. I asked him what working on iconic movies like Caddyshack, Animal House, Ghostbusters, and Groundhog Day was like. "What were some things you did not expect?" I asked. Harold replied with the above and then said, "You say on set, we need a car for Bill Murray to drive, so let's get him a Cadillac." Someone then replies, "What color?"  "Should it be washed?"  "Is it new or old?" Harold thinks and says, "Red, not new, but not too old,1970's. It should not be washed." Then the person asks, "Should it be rusty?" "Should it have dents?" Harold's point was that you must think in great detail to tell a story well. Until you have done this many times, these types of questions continue to come up. As business owners, we often don't account for all the details necessary to make something great. It is an iterative process. It's really hard for attorneys to revisit a process and iterate because they are servicing clients day in and day out. It's difficult to carve out time to think about the finer details of the client experience and dream up ways to do it better. When do you work ON your business? Or do you work IN your business? Do you have any tips on how to work on the business? Comment below. 👇 _________________ Hi, I'm Kyle 👋 I'm a former paralegal who now helps law firms grow and operate better. We bring your chaos into order by developing plans, processes, and systems. Our Business Health Check & Analysis is providing our clients with tremendous results. You can learn more at ChiefGoOfficers.com

Running a practice is tough. ❗ During my guest appearance on The Josh Gerben Show, I shared how this remains true today. As a small firm, we don’t have the workflow of larger firms. For us, it’s like hitting the reset button every week. 🖲️ Luckily, many of our clients offer consistency through fixed projects or monthly retainers, depending on their size and needs. These retainerships not only allow us to work daily with clients but also provide a sense of stability, though the varying workload can bring pros and cons. With so many lawyers and accountants out there, staying ahead of the curve is critical. The real challenge? Building trust with new clients. Ultimately, it comes down to our unwavering commitment to service quality and protecting our clients’ best interests – that’s always our focus at Lazarus Legal.  💯 Need help navigating the legal complexities of your business? Let’s chat and find the perfect setup that fits your business needs. Reach out to us today, and let’s make things easier together! 💬

𝗪𝗲 𝗘𝗮𝗿𝗻𝗲𝗱 𝗔𝗻𝗼𝘁𝗵𝗲𝗿 𝗦𝘁𝗿𝗶𝗽𝗲! 🦓 A 250+ attorney law firm running Elite 3E has selected BillingQ to quickly get bills and A/R notices out the door! 👉 BillingQ adds workflow to Elite 3E, reducing the number of days in the firm's billing cycle by 15%-25%. 👉 BillingQ automates redundant manual tasks, freeing staff time for higher-value projects while more effectively involving billing attorneys in the process. See why law firms running Elite 3E choose BillingQ: https://lnkd.in/g4jfHmde #FoundMoney #QueuesPowerWorkflows #billing #lawfirmoperations #BringingItAllTogether #clientwin

Simplify your law practice with MyCase – the all-in-one case management software designed to keep everything from billing to case files at your fingertips! Whether you're working remotely or in the office, MyCase helps you manage your firm effortlessly with features like client communication, document sharing, and task tracking. It's your personal assistant, keeping things running smoothly so you can focus on what you do best – practicing law and helping clients. Take your efficiency to the next level and streamline your daily tasks with MyCase! Check out the video and see why this platform is a game changer. #AdvertiseNaked

You’re not just practicing law—you’re also running a business. Here’s how CaseFox can help you grow: ✅ Simplify the client intake process ✅ Automate administrative tasks ✅ End-to-end billing ✅ Staff management Try CaseFox Today! - https://lnkd.in/dqVKNKay