
#30: Efficient Law Office Workflows: Interview with Streamlined.Legal's Melanie Leonard
The Tech Savvy Lawyer
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What Are the Qualifiating Questions That You're Going to Use in Astate Planning?
A lot of it does depend on what practice area, right? So let's ray we're doing astate planning, right? Thatis an example for you. I'll person calls in some of the critical information we need to know whether or not we're goin to be able to help them,. Or maybe we focus on a particular, a aa, particular value, like the estate value. These are the kind of things we look at to start with.
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