INSTANT DOWNLOAD: “Use of Work in Process Reports”

Would You Like toImprove Your Office Efficiency,
Increase Your Profits
and Reduce Your Stress?

Well, You Can, with This Very Simple Report!

One of the most frustrating and stressful aspects of running an estate planning practice is keeping everyone on task, completing work, meeting deadlines, and running a smooth-sailing ship without the constant chaos of putting out fires.  Even worse than that is potentially producing work haphazardly (and making mistakes you may not find out about until much later, when they can’t be corrected!).  This happens when your firm is frequently rushing last minute, in a panic, to get work out the door.  Not to mention the long-term wear and tear that kind of work environment has on your staff, associates, and you!

This is where one of the most overlooked, but simple to implement, practice management tools can come to your rescue!

You won’t want to miss a brand new presentation I just put together entitled, “Use of Work in Process Reports to Increase Efficiency and Revenue, and Reduce Stress”.

During this 53-minute program, our president, attorney Philip Kavesh will share with you over 40 years of experience, using tested and proven work flow management techniques (and their key details).  You will learn:

• How a simple Work in Process (“WIP”) Report – – when properly utilized, kept up-to-date, and monitored consistently – – will benefit your firm, employees, management and bottom line!
• Who should prepare the Report (HINT: It shouldn’t be you, the attorney business owner!)

• How and when to prepare and update the Report
• The key, often neglected components to include in the Report

• A look at two model Reports, for Estate Planning and Estate/Trust Administration (including modifiable Microsoft® Excel spreadsheets which you will receive so that you can customize them for your own use!)
• How the WIP Reports should be utilized for your greatest advantage and by whom

• And much, much more!

Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials and modifiable WIP Reports you can use right away in your practice. You get all of this and more for your office for just $249. A PDF transcript is also available as an add-on for an additional fee.