When a family signs to protect a parent, the next two weeks of intake, documents, and hand-holding run through you. Here is that whole ramp, already running, so families feel cared for from minute one and you do the legal work only you can do.
An adult daughter signs to get her father set up for care. E-signature completes; the engagement is live.
An on-brand, reassuring welcome goes out: 'We've got you. Here is exactly what happens next,' with a clear timeline.
A secure portal gathers the family situation, financials, medical history, and existing documents. It flows straight into the matter file.
The system offers real consultation times from your calendar; the family picks; reminders and prep notes are set automatically.
A secure client portal opens with their document checklist and a clear first explainer of the road ahead.
They miss the financial upload (it's a lot). The system detects the stall, sends a kind nudge, offers a call, and flags your office only if it's still stuck.
A single notification: 'The Reynolds family is fully onboarded, documents in, consultation booked. Here is your brief.'
Family onboarded, documents in, consultation booked. Brief is ready.
Every family is cared for from minute one. The onboarding runs itself. You do the work only you can do, and your practice stops being capped by your own calendar.
For an elder-law firm this is the whole game: every new family is welcomed, collected, and booked without you hand-holding each step.
If we're wrong, the conversation ends here. If we're close, this is rarely the only thing you're holding together by hand.
We built this from public information. How close did we get?
Tell us where we got it right, or where we missed. Under a minute.