Technology For Cutting Edge Law Firms
The impact that Technology has on client care, productivity, quality of services, staying current with the law and just daily time management for the entire staff is positively staggering.
Law firms who are behind the curve with Technology simply don’t stand a chance in all the areas that it takes to be supportive, irreplaceable and successful with the families cared for.
To begin with—law firms today MUST have a winning website. Having the type of website that educates and supports your community gets your law firm name where you want it—in front of the people who need to find you.
Without a database and document assembly program to manage the details a law firm is lost. Once people find you—they need to be cared for, contacted, followed-up with, supported with unique documents that meet their individual needs… and kept in touch with some more.
All of this would be impossible without the right technology. It is the firm belief of the Academy that the attorney should not be the Technology Guru in the law firm. It simply keeps the attorney from meeting with clients. Finding the right mix of websites and software as well as support can be a very intimidating task.
Feel free to email info@aaepa.com if you want more specific information on the websites and software available to members.
“I was moved to share a recent story from my practice. I am sure you hear things like this all the time but I still wanted to share. As a new attorney (new to the practice of law and new to Estate Planning), I started my practice with the Academy. I often find myself relying on Education to feel comfortable in assisting clients or anytime something is or even 'feels' new. The end of last year, I had a case that was very different I emailed Education about the client's problem. Not only did I receive an answer back but Steve took time to talk me through the fact pattern and send me fact scenarios to run through with the client, not only helping me understand the law but what I needed to do to assist the client and properly draft the document. Last week, I had a lunch and learn with the advisor that referred the client to us and she commented that without my knowledge she sent the plan and documents to her brokerage company's attorney. They told her that it was the 'most thorough and complete estate work they have seen in years.' Needless to say, the advisor will be sending me additional work in the future. I am sure you hear things like this all the time but I really appreciated the time all the Academy staff takes to invest in our practice and lives and felt compelled to share this story.”
Melanie L. — Virginia Member