Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Lawyers With Purpose
The leading provider of practice management solutions to maximize opportunity and joy for Estate Planning attorneys
Focused Legal Operations & Workflow Systems (FLOWS™)
Run Your Estate Planning Firm Like a True Business — Efficient, Profitable, and Stress-Free!
Focused Legal Operations & Workflow Systems (FLOWS™): Run Your Estate Planning Firm Like a True Business — Efficient, Profitable, and Stress-Free!
Your law firm deserves to be more than just a practice; it should be a well-oiled machine. With LWP’s cloud-based systems, processes, and workflows, you’ll eliminate chaos and reach your law firm’s full potential, all whilst saving up to 5 hours on average each week!
Book a demo of FLOWS™
Imagine scrambling to find client files, re-entering the same information repeatedly, or constantly dealing with delays because your team can’t access the right data when they need it. Worse, without visibility into your firm’s financials or team’s workload, you can’t even measure whether you’re growing or burning out.
This chaos can have a serious impact: your law firm’s growth is stunted, your profits are limited, and your time is consumed by preventable problems.
As an estate planning attorney, you’re already a legal whiz. But without effective systems, processes, and workflows, your firm will continue to struggle. You might be able to handle a few cases manually, but as your firm grows, inefficiency and mistakes become inevitable.
That’s where LWP FLOWS™ comes in. Our fully integrated, cloud-based systems are designed to streamline every aspect of your practice — from client intake to estate plan execution, and everything in between. With LWP FLOWS™, you’ll be able to:
You might be putting in long hours, but still, your firm’s growth and profitability remain stunted. That’s because without cohesive, integrated workflows, your team is constantly working in silos, processes are disjointed, and your firm’s efficiency suffers.
You’re not a dead fish. You’re going to stop “just going with the flow”.
You’re going to get LWP FLOWS™ – a proven system built over 25 years of refinement by estate planning attorneys who’ve been where you are today.
Imagine having everything in your firm’s operations streamlined, automated, and integrated into one seamless system. FLOWS™ by LWP makes this possible by providing a complete, cloud-based suite of systems, processes, and workflows designed for Estate Planning Practices.
With FLOWS™, you can automate everything from client intake to estate plan execution, allowing you and your team to focus on what matters most: your clients.
- Seamless Client Enrollment
- Automated Estate Planning
- Simplified Medicaid
- Efficient Probate and Trust Administration
- Reliable Referral and Maintenance Systems
1. Estate Planning Client Enrollment Process
Starting off on the right foot is key. FLOWS™ ensures your client intake process is as smooth as possible, with built-in workflows for:
- Client intake forms and workshops
- Initial and vision meetings to identify client goals
- Estate plan audits and vision clarifications
Every detail is managed automatically, ensuring a faster experience for both you and your clients.
2. Estate Planning Process
FLOWS™ helps you take clients from initial consultation to having a finalized estate plan effortlessly. The Estate Planning Process in FLOWS™ includes:
- Design meetings to craft the ideal plan based on client needs
- Drafting workflows for error-free document creation, including the industry-leading iPug(R)
- Funding and signing meetings to finalize and execute the estate plan
Everything is automated and tracked, ensuring your clients’ plans are flawless and delivered on time.
3. Medicaid Qualification Process
Medicaid can be multi-faceted and time-consuming, but FLOWS™ simplifies the entire process:
- Eligibility worksheets and customized value proposition letters
- Detailed checklists for benefits eligibility
- Step-by-step Medicaid application with clear instructions
FLOWS™ automates the details, allowing you to focus on what matters most: helping your clients secure their future.
4. Probate and Trust Administration Process
FLOWS™ eliminates confusion in probate and trust administration with:
- Clear workflows to guide you through the process
- Detailed checklists for every step
- Automated reminders so no detail is forgotten
Simplify complex cases and stay on top of every step with FLOWS™.
5. Relationship Management System (Referral Process)
Grow your practice by managing relationships effectively. FLOWS™ helps you automate the referral process with:
- Synergy meetings and professional presentations
- Referral strategy workshops to build long-term relationships
- Marketing tools and checklists for optimal results
This makes managing client relationships and referrals a breeze, helping you focus on expanding your network.
6. Maintenance and Funding Process
Ongoing client care is easy with FLOWS™:
- Automated maintenance reminders for continuous client engagement
- Detailed funding checklists and asset allocation tools
These workflows ensure your clients’ plans stay up to date and you remain on top of their needs.
All of FLOWS™ operates on Actionstep, a fully automated and secure cloud-based practice management system that gives you and your team a complete snapshot of any client, anytime, anywhere. Here’s how FLOWS™ delivers greater efficiency:
- Automated workflows eliminate bottlenecks and streamline your practice.
- Customized reporting lets you track firm performance and financials 24/7.
- Team accountability with real-time tracking of what’s being done and by whom.
- 24/7 access to case files and information from any device, anywhere.
- Secure data protection ensures all information is encrypted and backed up automatically.
With FLOWS™, you’ll never lose track of a client’s case, financial report, or important document.
FLOWS™ introduces a complete practice management:
When you choose FLOWS™, you’re choosing:
- Automation that removes the guesswork and error-prone tasks from your workflow
- Real-time visibility into your clients’ cases and your firm’s performance
- Cloud-based access that allows you and your team to work from anywhere
- Security and compliance with encrypted data and automated backups
- Client satisfaction with a faster, more reliable service delivery
Imagine a law firm where systems run automatically, your team is accountable, and you never have to worry about missing a deadline or losing a document. This is the future of estate planning — and it’s within reach with FLOWS™.
Take the first step toward a more efficient, profitable, and stress-free law firm.
Contact Us Now or call (877) 299-0326 to learn more about how FLOWS™ can help you achieve the success you deserve.
Isn’t it time to let FLOWS™ streamline your law firm operations, improve your client service, and boost your firm’s profitability?
Your law firm is a business — and FLOWS™ can help you run it like one.
