Sample Estate Planning Workflow
In the LifeCast episode that addresses a typical pain point in practice management, Why Law Firms Keep Switching Software—and Nothing Improves, Attorney Jesse Bifulco, explains how to design a workflow that actually eliminates backlog, reduces malpractice risk, strengthens client experience, and gives you your time back.
Whether you’re a solo or a mid-size firm debating Actionstep vs. Clio vs. MyCase—or you’re wondering if switching will finally solve your headaches—this episode will help you build the process first, then choose the software.
Download this example of an estate plan workflow and see whether your process could use a little tweaking.
