Episode 13.5: How do clients wish you talked about money? A mini-podcast with Confido Legal’s own Emery Wager

with James Betzold, CEO of Prima law
ThePower
Key Takeaways
Automated workflows save hours: Software that pulls client data into forms automatically eliminates repetitive clerical work.
Automated workflows save hours: Software that pulls client data into forms automatically eliminates repetitive clerical work.
Automated workflows save hours: Software that pulls client data into forms automatically eliminates repetitive clerical work.
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Our recent podcast on how lawyers talk to clients about money inspired Confido Legal’s own Emery Wager to think about how lawyers had talked to him about money. A client of many lawyers at Gravity Payments (our parent company), Emery came up with a list of five things he wishes lawyers would do when they talk to clients about money. We dig in on this mini-episode of Financially Legal.

 

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