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Tech Tips for Small Law Firms
Trusts & Estates Section
Credit(s):
0.25 Legal Ethics
1.5 Technology in The Practice of Law
This presentation will discuss the unique design of utilizing technology and digital tools to leverage productivity in estate planning law firms. Attendees will learn about platforms for organizing documents, case management systems, and communication tools designed for them. Participants will learn how to design a system for their firm that will increase overall practice efficiency and effectiveness, boost client and colleague collaboration, and streamline workflow. The seminar will also cover privacy and compliance issues to guarantee technology is used in special needs planning in an ethical and responsible manner. Come learn how technology can empower attorneys in a revolutionary way.
0.25 Legal Ethics
1.5 Technology in The Practice of Law
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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