The Automated Estate Planning Practice and How to Break Records in a Pandemic with Jeff Katz

Resource Links:

• CaseFuel Website (http://casefuel.com/)
• Get your copy of “Legal Marketing Fastlane” (https://www.amazon.com/Legal-Marketing-Fastlane-Roadmap-Generating-ebook/dp/B06X9B76QX)
• Beyond Counsel, LLC Website (https://beyondcounsel.io/)
• JDKatz Attorneys at Law Website (https://www.jdkatz.com/)

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:

1. The essence of creating a process of systems in scaling your business [01:24]
2. How the customized approach to practices is stopping lawyers from creating systems [03:33]
3. The catalyst that got Jeff to start creating these processes and systems [06:20]
4. The compounding effect of automation in law firms [08:23]
5. Finding the right staff [11:16]
6. How automation improves client intake: His philosophy on follows-up [13:00]
7. The inspiration behind BeyondCounsel [18:48]
8. Jeff’s advice to aspiring lawyers: Great systems and great marketing plan go hand in hand [22:45]
9. The best marketing strategy: accessibility [24:21]
10. Closing clients virtually: Adapting to today’s situation [28:02]
11. Virtual appointments after the pandemic? The future of Jeff’s practice [31:12]

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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