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For most practices, facing your clients personally is a necessity—booking appointments, making presentations, taking case notes. While all this was possible before the pandemic, the dynamics have certainly changed after it.
Documenting was challenging enough before the pandemic even began. You have to customize each and every case note to create a personalized feel to it despite being so time-consuming. Imagine how hard it only got after the pandemic. Well, what if there is a way for you to kill two birds with one stone? How?
Automation.
In today’s podcast episode, we have Jeff Katz from JDKatz Attorneys at Law to discuss with us the compounding effect of automation and how it can make your job as a lawyer so much easier, especially during the pandemic.
Tune in to today’s episode and prepare to be amazed.
We’ll be talking about:
About Our Guest:
Jeff Katz is the managing partner of JDKatz Attorneys at Law. He is also the co-founder of Beyond Counsel, LLC dedicated to helping private practices improve their processes and systems. His success as a tax and business attorney has grown exponentially over the years and is devoted to evolving his practice to better suit the client’s needs.
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