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Christine Pandolf
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Using state-of-the-art software within an effective system allows you to build a highly efficient team and firm. Each workflow is comprised of a series of steps with a defined set of tasks to be completed at each step. Many of the steps are designed to do things automatically, like assign... Continue reading
Posted 3 days ago at Lawyers With Purpose
State-of-the-art asset protection software can alert you to potential problems. Case in point: During the interview, LWP software will display “light bulb” icons offering built-in practice tips and pointers that provide background and help you make informed choices. For example, there is a light bulb that displays information about required... Continue reading
Posted 5 days ago at Lawyers With Purpose
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Another powerful component of some software is the ability to do dynamic interviews. Let’s say John and Jane Sample want separate revocable living trusts and you collect the information needed to do each one. But what if they change their minds and want a joint revocable living trust? The software... Continue reading
Posted Mar 8, 2019 at Lawyers With Purpose
The process of creating a customized estate plan begins with the client interview. State-of-the-art software uses a single-entry system; as you work through the interview, you only have to enter information once. That information is later reused in the interview and replicated in the assembled documents. Another benefit of a... Continue reading
Posted Mar 6, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Time Management. Though it’s a work in progress and likely always will be, we have learned so much about how to be more efficient, better organize ourselves and our calendars, and become more productive. What is your favorite LWP tool?... Continue reading
Posted Mar 5, 2019 at Lawyers With Purpose
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Greater efficiency is one of the keys to greater profitability. As an estate planning and elder law attorney, if you want to become more profitable, your firm must be able to draft an asset protection plan more efficiently. The right software can help you accomplish this. The improved workflow efficiency... Continue reading
Posted Mar 1, 2019 at Lawyers With Purpose
Given the amount of time and energy you put into running your law firm, do you feel like you should be making more money? Do you wish you could spend more time with your family or on the hobbies and activities that interest you most? Do you feel like there... Continue reading
Posted Feb 27, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? My biggest success has been utilizing an Irrevocable Trust to protect a firearm collection for clients that they have built for their children. What is your favorite LWP tool? My favorite LWP tools are the Workshops, Estate Planning Auditor and... Continue reading
Posted Feb 1, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Consistently making revenue. What is your favorite LWP tool? The Medicaid Qualification Sheet. How has being part of LWP impacted your team and your practice? It has given our team more confidence, stability and awareness of how the team functions... Continue reading
Posted Feb 1, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Our firm revenue and camaraderie have increased exponentially. And while those two items are certainly successes, my greatest happiness has come from having a system in place that allowed me to rely on my amazing staff. Instead of hoarding my... Continue reading
Posted Feb 1, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Thanks to the LWP Organization and team members, I have developed a knowledge of Medicaid, Elder Law and Estate Planning, That has allowed me to help people in my community to preserve their legacy and secure a future for their... Continue reading
Posted Feb 1, 2019 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? I was keen to succeed from the outset! LWP has helped turn my vision into reality and conquer my fear of STARTING MY OWN LAW PRACTICE. The LWP platform prevented me from wasting my time and misallocating my resources, while... Continue reading
Posted Sep 28, 2018 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? The greatest success Lydia has had has been starting her own practice and using Actionstep for her drafting and accounting. What is your favorite LWP tool? Lydia’s most useful LWP tools are the time focusers which help keep her on... Continue reading
Posted Sep 28, 2018 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? LWP has helped me systematize my practice, which allowed me to hire my first employee, and has now gotten me to the point where I likely need to hire a second team member in the near future. What is your... Continue reading
Posted Sep 28, 2018 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Our greatest success has been the launching of our new business, Chesapeake Wills and Trusts. Our firm had focused on litigation for the past 15 years and we finally decided to expand the array of series we were able to... Continue reading
Posted Jun 13, 2018 at Lawyers With Purpose
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Daniel took some time to answer our questions: What is the greatest success you’ve had since joining LWP? Both my retention rate and revenue are up almost 50% and we have brought on a new team member! What is your favorite LWP tool? Actionstep: having software that incorporates all of... Continue reading
Posted May 14, 2018 at Lawyers With Purpose
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Doug took some time to answer our questions: What is the greatest success you’ve had since joining LWP? Hiring a new attorney and client services coordinator with complimentary Kolbe scores. Goals, goals, goals. Now that we have well planned goals and a vision, we have more than doubled our revenue... Continue reading
Posted Mar 22, 2018 at Lawyers With Purpose
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Claudia took some time to answer our questions: What is the greatest success you’ve had since joining LWP? This is a tough question to answer because there have been many milestones since joining LWP. Since joining, our firm expanded and opened its doors in Bonita Springs, Florida. This success is... Continue reading
Posted Mar 1, 2018 at Lawyers With Purpose
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Gerald took some time to answer our questions: What is the greatest success you’ve had since joining LWP? Expanding my knowledge which has resulted in being a far more able counselor to our clients. What is your favorite LWP tool? The Listserv has been an invaluable tool for expanding my... Continue reading
Posted Jan 30, 2018 at Lawyers With Purpose
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Alan took some time to answer our questions: What is the greatest success you’ve had since joining LWP? Our firm’s greatest success since joining LWP has been the ability to provide full service estate planning and elder law services to clients, regardless of their facts or circumstances. We are not... Continue reading
Posted Jan 4, 2018 at Lawyers With Purpose
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Jack took some time to answer our questions: What is the greatest success you’ve had since joining LWP? While the successes seem to be piling up recently, I'd say our greatest success was successfully submitting our first Medicaid application using LWP's system, having it approved, and then getting a special... Continue reading
Posted Dec 1, 2017 at Lawyers With Purpose
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What is the greatest success you’ve had since joining LWP? Prior to joining LWP, I had no real sense of my “numbers”, especially my closing rate. I back tracked and discovered that it was a mere 40%… I was stunned. Since joining the Onboarding Program at the last TAPER (3... Continue reading
Posted Oct 2, 2017 at Lawyers With Purpose
Many of you might have seen recent news reports with a headline that read something to the like “VA out of money for private healthcare”. Here is a link to one such news story from the AP. I want to take a minute to explain what they are talking about... Continue reading
Posted Sep 28, 2017 at Lawyers With Purpose
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The Government Benefits Team at Victoria Collier’s firm prepares, files, and follows up on all VA and Medicaid applications. Though I can say that the majority of our applications are processed from submission to approval in a fairly straightforward manner, that is not always the case. As an introduction to... Continue reading
Posted Nov 23, 2016 at Lawyers With Purpose
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In response to an inquiry from Karen B. McIntyre of Veterans Information Services, Inc. regarding the proposed VA rulemaking AO73, Net Worth, Asset Transfers, and Income Exclusions, the following email was issued to extend – yet again – the date for possible publication of the final rule to April 2017.... Continue reading
Posted Oct 21, 2016 at Lawyers With Purpose