Annual Health Check

Member's Page

Welcome to your Summary Page

This summary page is designed to assist you with managing your Health Checks as well as providing resources for communicating with your customers about the value that this service adds to your ongoing relationship with them. You can vary the service level of the Health Check and purchase more using the button above ‘Purchase/Vary – Health Checks’. The summary table at the bottom of this page is to give you a quick glance headline summary of your memberships and when they are due for review.

Select 'Purchase/Vary - Health Checks' button to purchase a membership.

Here is what some other firms are saying:

So quick and easy for the team.

Great to be able to input customer details only once.

How good is it to work with a lawyer that is focused on outcomes …. And does not use any timesheets. For us and more importantly our clients it is sensational.”

When we have a tax or estate planning issue that no one else can answer; or we simply must get right, View is the only firm we think of.

Really loved the interactive style of presentation. Thought all speakers were excellent for the ‘impromptu’ type of presentation.

Entertaining and informative – and clearly knowledgeable! Good to see practical advice on legal structure with case law examples of what works and what doesn’t.

Enjoyed the session and learnt a lot, a good and engaging session. An indepth/worked case study showing how getting it right and wrong can effect the outcomes would help illustrate the importance.

Very thorough and clearly explained to a client who was reluctant to go through the process.

Lawyer handled it brilliantly.

Annual Health Check

Welcome to your Summary Page

Here is what some other firms are saying:

Sitemap