Deep Dive Recap: Mastering Estate Planning Workflows

Published on March 1, 2024
< 1 minute read
<a href=''>Devon Roth</a>
Written by Devon Roth

In the world of estate planning, where every detail is pivotal and time is of the essence, mastering your workflows can be the linchpin to unparalleled success and client satisfaction. In our recent Deep Dive Webinar, we dove into the heart of estate planning workflows within Lawmatics, offering a treasure trove of insights on automation, customization, and client engagement.

This recap encapsulates the takeaways of our engaging session, walking you through the intricacies of automating intake processes, crafting sophisticated estate planning forms, and enhancing client communication, all tailored to elevate your law practice to new heights. Watch as we showcase a real-life estate planning workflow and how to implement it into your own practice.

Webinar Timestamps

0:00 - Introduction and Overview of Estate Planning in Lawmatics

Devon opens the webinar, introduces the focus on mastering estate planning workflows in Lawmatics, covers housekeeping items, and provides a brief personal introduction and that of Erika from the customer success team.

02:15 - Utilizing Automations and Custom Dashboards

Devon discusses the power of Automations in Lawmatics for estate planning, highlighting the customizability for different practice areas and the significance of custom dashboards for managing workflows and enhancing client communication.

07:08 - Assets, Automations, and Intake Process

A detailed walkthrough of creating and utilizing assets and automations within Lawmatics to streamline the intake process, including setting up client intake forms, automating communication, and managing new leads.

17:17 - Consultation Scheduling and Follow-Up Automations

Discussion on the automation setup for consultation scheduling, including how to handle rescheduling, undecided clients, and maintaining engagement through email and text communication.

27:39 - Marketing, Campaigns, and Event Management

Overview of using Lawmatics for marketing purposes, creating campaigns for different audiences, managing email communication, and organizing events to engage both leads and existing clients.

Devon Roth

Devon is Product Manager at Lawmatics, a corgi fanatic, and a born and raised Seattleite turned SoCal lover. She works with all departments at Lawmatics to ensure that our customers have the best experience using a platform that never stops improving.
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