Brian operates a primarily virtual law practice, using various means of technology to work with clients remotely. Avoiding the overhead of a physical office allows Brian to deliver services to clients at lower rates. By effectively using email, phone, video conferencing and other means of communication, Brian saves clients time and money by eliminating travel for all parties. Additionally, the virtual model allows for more flexible hours and scheduling options, making it easier for clients to receive great service.
Some of the technologies Brian uses to work with clients include:
Brian makes use of various scheduling tools that allow clients to book meetings and calls without the usual back-and-forth that produces 10 emails. This allows for quicker booking, less confusion and more flexibility should the need to cancel or reschedule arise. Meetings can be booked quickly with all the necessary information shared with all parties.
Email, SMS And Fax
Brian uses traditional email, text messaging and faxing to quickly communicate with clients to exchange information, ask and answer questions and provide status updates. Sensitive documents are sent through email via secure file sending service. Emails, text messages and faxes are automatically added to the client’s file to ensure that important information is always at hand.
Phone And Conference Lines
Second only to email, phone calls serve as the main line of communication between Brian and clients. Brian is quite reachable by phone during business hours unless on another call or in another meeting. Brian doesn’t rely on a virtual assistant to take messages; rather, your voicemails go right to Brian’s phone and email ensuring that he has an opportunity to get back to you as soon as possible. When multiple parties are involved, Brian uses advanced conference call software to facilitate.
Video conferencing allows for virtual meetings regardless of where Brian and clients are located. The lack of travel time, traffic and parking means all parties can relax and focus on the substance of the meeting without worrying about logistics. At the same time, everyone can see each other and pick up on body language and facial expressions, with little of the “personal element” lost. Video conferencing technology also provides an opportunity for screen sharing and whiteboarding so that everyone can follow along together, whether reviewing documents or diagraming trusts or transactions.
A personalized and custom client portal is established for each client. Key executed documents are made available through the portal, meaning clients never have to wait for Brian to be available for simple requests like copies of in-force estate planning documents. The client portal will also allow for secure transmission of files and information and provide clients with electronic invoicing and payment options.
Let’s work together
Brian will work with you and your other advisors to give you the highest quality advice possible.