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How to Overcome Client Demands by Delivering Better Service

Are you challenged to meet the expectations of clients who want more value without paying for it? You’re in good company. According to the Thomson Reuters 2017 State of U.S. Small Law Firms Study, 59 percent of respondents say clients who demand more for less are a moderate or significant challenge. But only 20 percent […]

Originally published December 13, 2017
Last updated May 11, 2020
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All Things Must Pass: ZokuVault Keeps It Organized

ZokuVault is a virtual safety deposit box for estate planning information. Which makes sense, because all the things people used to place in safety deposit boxes are now mostly virtual items: bank accounts are electronic, so are documents. The idea behind ZokuVault is that all those electronic documents related to estate planning are in disparate places. ... The best use of ZokuVault is as a "whole family" file repository, where relevant financial information is maintained and updated across generations.

Originally published December 13, 2017
Last updated December 17, 2019
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