New NetLaw Client Tutorial Streamlines Intake Process

Designed to provide a better user experience, NetLaw’s newly launched interactive tutorial guides clients step-by-step through the process of using the platform. Now clients can use one simple, streamlined system to schedule a meeting with a Hargrove Firm-affiliated estate planning lawyer (if their financial advisor hasn’t already done so on their behalf), add basic information about their financial situation and family circumstances, perform an analysis of their needs, complete the SmartGuide™ interview in preparation for their meeting, and remit payment for their estate planning engagement.

The goal of the new client tutorial is to help clients quickly and easily complete an estate plan that protects their assets and their legacy. In addition to explicit step-by-step directions, the platform also provides help through a live chat function during normal business hours for those who require extra assistance.

Interested in working with Hargrove Firm as a financial advisor, attorney, or client?
Email us at info@netlaw.com.