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Essential Apps
Estate and Client Care™
Online Reviews: Acquire/Manage/Promote
Online Forms: Quick Start Set of Intake Forms Developed with Leading Firms
Estate Planning Intake
Elder Law Intake
Guardianship Conservatorship Intake
Probate Intake
Trust Administration
Meeting Notes
Client Survey
Intro and Training for Premier Online Forms
Online Practice Management: Time Matters
Practice Template
Smart Training for Time Matters (4) Live Classes Every Month
‘Shortcut Keys’ for Time Matters
Law Firms Using Time Matters and/or PCLaw
Resources
Financial Implications of Adding a Client Maintenance Program
Why Have a Client Retainer Program – Article on Client Maintenance
Audio: Keys to Profitable Law Firm Management
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