Welcome, ! For an Estate Planning practice to run smoothly, we need to tackle three areas:
- Practice Management Solutions to create a smooth–running practice that can operate in your absence and to create a consistent client experience
- Document Production and Storage to produce high quality documents and create accessible database for you and your clients
- Hardware to set you up for quick and easy file production so that you spend less time on the logistics and are able to produce high quality documents
When you consider the costs of implementing each solution, think of it in terms of the potential for saving you time long term, especially when we are talking about streamlining or eliminating non-billable and administrative work. These solutions allow you to run a smooth practice, facilitate delegation, and enable your practice to run without your constant involvement. Technology and growth tend to go hand in hand. As you start adding team members, the temptation will be to try to share one set of logins for multiple users in order to save money on your subscriptions. I will strongly advise you against it! It creates a significant security risk and takes away the ability to collaborate and delegate effectively. Let’s get started! 