Please join me and Karen Johnson, Esq for a 2-hour refresher on why Conducting an Asset Audit is an essential part of the estate planning process. The seminar is Tuesday, July 26, beginning at 9:30 am. #estateplanning#estateplan…https://t.co/sSBEZCqCPi https://t.co/2AZW2qEIpS
Long-Term Care is still a big deal...perhaps it's more accurate to say the lack of LTC preparation/resources - "Many Americans are either in denial about long-term care risk or simply uninformed. One poll found that 49% of American…https://t.co/o71LV3gogg https://t.co/92Hx65PuVL
@goclio Problem for solos dependent on Zoom, no auto-generate Zoom meeting if meetings scheduled via Clio Grow/Manage. Solo atty has to manually generate a meeting request AFTER client has already scheduled. Two emails for one meeting - looks sloppy/disorganized from the start.
@goclio Does this mean we can auto-generate a Zoom meeting via links with Clio Grow/Manage. It is staggering that this is a manual process AFTER the meeting has been scheduled by the client.
The attorney doesn't look good. This is basic stuff that Calendly and Acuity Scheduling already handle. I switched from Calendly to Clio Suite and am quite disappointed at this deficiency.
@goclio Please prioritize the integration with Zoom. It is staggering that after the 16 mos we have had, so Zoom dependent, that Clio Manage/Clio Grow does not auto-generate a Zoom meeting at set up. It adds a manual process, generates two emails to the invitee...
@RightSignature wow...4 transfers to get a question answered on integrations...none allowed for single users. Now at least 2 calls to get account cancelled "systems are slow." Does not inspire confidence.
Check out my latest article: We have work contingency plans, educational contingency plans...what about a Personal or Family Contingency Plan? https://t.co/HCcBFM3cQO via @LinkedIn
@LawPay I'm changing my bank account and the only options I have to send that info back is fax or unsecured email. Not great. I am giving you my business name, account number & signature and there is no secure way to get this back. Wow.
How do we want to deal with "ordinary circumstances" and do our family and friends know our wishes? At 94, she was ready to die by fasting. Her daughter filmed it. https://t.co/p28yX9Wuun