This comprehensive workflow set manages your client's engagement from their first contact throughout the lifetime of their relationship with your firm.
Information flows between related matters to minimize repetitive data entry. Automation helps you save time and keep on top of important details.
Advanced Estate Planning & Elder Law Workflow SET
(also available for purchase as individual workflows)
Install with the Advanced CRM & Seminar Workflow SET to manage prospects from their initial contact with your firm
Workflows manage John & Mary Smith's engagement while tracking all the details
John and Mary Smith attend an Estate Planning workshop and are interested in an appointment. The firm follows up, and they come into the office for an initial appointment. The couple engages the firm to create a Trust for their family. They execute and receive their final documents and are also able to access those documents on their client portal.
Each year John & Mary receive a letter from the law firm asking if they would like to review their estate plan. Over the next several years the couple updates their estate plan.
Ten years later, John passes away. Mary engages the firm to handle Probate and Trust Administration for John’s estate. The firm updates Mary’s estate plan.
Five years later, Mary’s daughter engages the firm to help with a Medicaid application for Mary.
Three years later, Mary passes away. Mary’s daughter engages the firm to handle Probate and Trust Administration for Mary’s estate.
Mary’s daughter reserves a seat for an Estate Planning workshop.