LEAP have announced a webinar which looks at private client practice and whether it’s fit for purpose in today’s changed trading environment.
The services lawyers offer to clients for lifetime planning around assets, tax and inheritance plus wills, trusts and probate is a growth area.
With an increased uptake in technology across all age ranges, more complex family structures, increased wealth and new and emerging asset types, traditional approaches to providing private client services may no longer meet the evolving needs of your clients and their estate.
In the world of practice development, especially tech and software, private client work has found itself left behind in recent years. LEAP’s Director of Lifetime Planning, Craig Matthews, talks about why and how this can be reversed.
To book your place click here.
If your business isn’t growing it is likely to be declining. If it is growing, what specific steps are you taking to achieve this and are you setting bold enough targets to ensure that you are continuing to grow and stay ahead of your competition?
LEAP have also released two white papers which could help modernise your business.
This includes “Is your private client software fit for purpose?”, which seeks to answer why your private client work has been left behind, whether your practice management software have the right tools to fix the problem, how your clients are changing, and how you can better meet their needs.
You can access this white paper here.
There is also a white paper on “Attracting and winning new business” which can help focus your business on maximising you visibility, improving client engagement, and planning for success.
To access the link for the white paper click here.
LEAP “Legal Software” has been helping small to mid-sized law firms to become more efficient and profitable globally for more than 25 years.
LEAP provides a legal practice management software includes everything you need to manage the day-to-day requirements of a law firm so you can start making money, fast.
This article was submitted to be published by LEAP Legal Software as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
