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Online Forms Overview, Video & Live Forms
Estate Planning Intake
Elder Law Intake
Guardianship Conservatorship Intake
Probate Intake
Trust Administration
Meeting Notes
Client Survey
Intro and Training for Premier Online Forms
Pathagoras (doc assembly)
Time Matters
Practice Template
Smart Training for Time Matters (4) Live Classes Every Month
Time Matters Training Guide and Workbook step by step 125 pages (25 Page Preview)
‘Shortcut Keys’ for Time Matters
Law Firms Using Time Matters and/or PCLaw
Managed Server/ for Office and Remote Staff
Cloud Control
SOS – Small Office Server
Case Study – Reference
Reputation Management: Online Listings, Review,
What Motivates a Prospect to Select a Lawyer Online
All About Reviews
OnLine Reviews: The Missing Piece For An Online Advantage
Business Case – Certified Reviews and New Online Reputation Management
Custom Review Sites
Estates & Elder Law: How to Fix the Hole in Your On-line Reputation
How NAELA Members Can Best Manage Their Online Reputation
NORM – Chapter 5 – Declaring Victory – How to Define and Measure Success
NORM – Chapter 1 Key Concepts – New Online Reputation Management
Client Reviews + What Google Says About “Improve your local ranking on Google”
More Reviews, More Clients – Survey Results 6,283 Participants.
Resources
@ L P M Knowledge Base
PDF and Web Forms
Sample Intake EP
Client Intake Form (Estates, dynamic pdf)
Meeting Notes Form (pdf, )
Short Client Survey (web form )
Client Survey (detailed, pdf)
Audio: Keys to Profitable Law Firm Management
Essential Reports
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PDF to Word to HotDocs
Zola Suite Mobile Phone App
Zola Suite – Branded, Custom Intake Web Form
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