Systems. Processes. Workflows. They weren’t among the course offerings in law school, and even the words themselves can intimidate those of us who are technologically uninclined. Unfortunately, you can’t run an efficient, proficient, and profitable business—yes, your law firm is a business—without them. You can be the greatest estate planning attorney the world has ever seen, but your firm will fail to reach its full profit potential and chaos will reign if you lack effective, fully integrated systems, processes, and workflows.
By incorporating LWP cloud-based systems, processes, and workflows you will build a fail-safe practice that prevents mistakes, accomplishes routine duties efficiently, and frees up your time to pursue goals such as procuring new business or enjoying a more satisfying work/life balance.
LWP systems, processes, and workflows will allow you to:
- Improve your firm’s efficiency, proficiency, and profitability
- Produce error-free plans consistently and quickly
- Know exactly where each client is in the planning process and what the next step will be
- Know your firm’s revenue/expense numbers at any given time
- Know precisely what your team is working on and hold everyone accountable (including yourself)
LWP offers all of the following systems and processes:
Greater efficiency and the elimination of bottlenecks
As a client moves through your planning process, automated workflow tools ensure that you and each member of your team can access the information needed to keep the process moving forward. This eliminates bottlenecks and allows you and your team to reclaim “lost” time and focus on the activities that generate revenue for your firm.
Tracking and accountability
Anywhere, anytime access
With a cloud-based system, you’ll never again deal with a lost file, breakdowns in communication, or weekend trips to the office to check on a client’s status.
Safe and secure
You get your own private database, which is backed up for you automatically. All Internet traffic is fully encrypted between you and Actionstep.
In short, LWP provides the systems and processes you need to run your firm instead of having your firm run you. To learn more contact us at firstname.lastname@example.org or (877) 299-0326.