(145) Estate Planning and Probate + Subscriptions with Nicole Loughlin of Loughlin Law P.A.

Here are the top 5 takeaways from this episode with Nicole Loughlin of Loughlin Law P.A.:

* Ditching the Billable Hour for Predictable Fees: Nicole transitioned her estate planning and probate practice away from hourly billing to a hybrid model with flat fees and a sliding scale based on statutory guidelines. This approach provides clients with predictability, reduces billing disputes, and aligns incentives for efficiency.

* Automation and Efficient Client Management: Nicole has heavily automated her law firm’s intake, lead management, and client follow-up processes using tools like Kanban boards and practice management software (Lawcus). This ensures a consistent client experience, improves conversion rates, and keeps cases moving efficiently.

* Customer Service as a Differentiator: Exceptional customer service is central to Nicole’s practice. She offers proactive check-ins, regular follow-ups, and responsive communication, often surprising clients with the level of attention and support—much of which could be packaged as a subscription offering in the future.

* Work-Life Integration and Flexibility: Nicole built her practice to accommodate her role as a mother, prioritizing flexibility and work-life integration. She challenges the traditional law firm model, demonstrating that it’s possible to have a successful legal career while being present for family, and encourages others—especially women—to do the same.

* Openness to Technology and Continuous Improvement: While Nicole has automated many aspects of her practice, she remains open to further streamlining, especially as new tools become available. She balances automation with personalized service, ensuring high-quality work product and client satisfaction, and sees room for future enhancements as her practice evolves.

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Learn more about Nicole Loughlin.

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