EVENT CALENDAR

Join us to hear from some of the nation’s leading experts as they discuss estate, tax, and financial planning opportunities to consider after a year that’s presented new and profound challenges to the national economy and impacted the financial circumstances of countless individuals and businesses.

Are you and your practice properly and sufficiently protected from the growing epidemic of cyberthreats? Probably not! One in three lawyers has suffered a data breach at the hands of cybercriminals according to the ABA’s annual TechReport. Other professional services fare no better. Although every business owner knows this is a serious threat, they continually fail to meet their practical obligations to protect their client and business data adequately. For lawyers and any professionals subject to ethical obligations, these measures are even more important. 

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 automation you can concentrate on what you enjoy most, legal work, not proofreading, office administration and other less profitable and less pleasant tasks. Done right, automation provides incredible economies of scale. If you have six partners in three offices, and each office uses their own forms, consider the time spent by each of the three groups updating forms, and the inefficiencies of attorneys in one office working on client documents prepared by attorneys in another officeR? Consider the increased profitability of having uniform documents? Eliminate the risk of having wrong client names or identifying information in documents. Eliminate repetitive entry to client, family and other data. Reduce malpractice risks.