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A community for non-lawyers specialising in adviser facilitated legal solutions focusing solely on processes, systems and strategies rather than technical content.
Exclusively for advisers specialising in estate planning and related areas.
For all professional service providers wanting to continue the journey of iterating their business model – including abandoning time recording.
Annual Health Check
An annual review process designed exclusively for accredited estate planning facilitators. Accredited facilitators can offer the solution to any of their customers that have completed an estate plan via the View Legal platform or its predecessor (elawyer)
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.