Members! Remember our ActionStep webinars are EVERY WEDNESDAY from 12 – 1 EST!
What is ActionStep? The first and only cloud based law practice system for estate and elder law attorneys in America.
Below is the outline of topics to be covered. Please be sure to get these webinars in your calendars. They will be recorded and added to the member site if you are unable to attend live.
For registration information please refer to the information posted on the LWP Member ListServ or contact Marci Otts at motts@lawyerswithpurpose.com.
Webinar #4: December 3, 2014
Reporting – Learn how to enter data correctly in order to generate reports to help track business
Webinar #5: December 10, 2014
Open Forum – Question and Answer Session about what has been covered in the first 4 weeks
Webinar #6: December 17, 2014
RMS – Learn how manage your professional workflows to generate RMS reports
Webinar #7: To Be Announced due to Holiday Schedules
Maintenance – Learn about Maintenance Matter workflows and how to manage clients once they opted into the program.
Block out these dates on your firm calendar and start "ActionStepping" into the future. ActionStepping into the future is about getting your team and business updated and prepared to move into the future of technology and create a clear path and plan for everyone in your estate planning / elder law practice.
Roslyn Drotar – Lawyers With Purpose, Coaching, Consulting & Implementation & Social Strategist.
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