Is your website getting results?

I’ve talked to several firms about their website and have spent hundreds of hours studying how to optimize our website.

There are two key issues that I have seen that causes your website to not get results when people are viewing it.

  1. They don’t know how to call you because the phone number is buried.
  2. They get a contact us form which they will likely never fill out.

In the video below I’m going to show you a better way to handle the contact us form.


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Interview with Tyler Melling – Practical Planning User

I had a chance to have a phone conversation with Tyler Melling with Melling Law, PC.  I first met Tyler when he was just starting his practice and he signed up for our software.  Now he has created a successful Estate Planning practice in the small town of Cedar City, Utah.  Learn how he did it.

Backing Up and Sharing Files with Your Team

You know you need to be backing up your files.  Do you already have something in place for backing up your files?  If not watch the video below and we will tell you about some different options that are available.  We also tell you about some options for sharing files with other people on your team.

Get Paid Faster With The Practical Planning System

One of the areas that attorneys have told us that they struggle with is getting paid in a reasonable time. Some attorneys have told us it takes them a couple of months to get their clients back into their office for signing and to get paid. This doesn’t have to be the case. Even if you are getting your clients back sooner than a couple of months you should watch the video on how to get paid faster.

In the video you will..

  • Learn about how the engagement letter effects your ability to get paid.
  • Learn about what type of credit card processing company you should be using.
  • Learn how to get the most out of sending your drafts to your clients.

To learn more about the Practical Planning System CLICK HERE