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The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys

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HomeInitial Meeting

Posts tagged: Initial Meeting

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Initial Meeting vs. Vision Meeting: What is the Difference?

November 25, 2019
by Lawyers With Purpose Uncategorized

The Initial Meeting and the Vision Meeting are two consultation-type meetings that are part of LWP’s enrollment process. LWP Implementation Coach Amanda “Mandy” Bossow describes them both and how to utilize them for optimal results.

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