Joe Breshears is a fellow estate planning attorney with over two decades of solo experience, and today we’re going to learn how he’s using many pieces of interconnecting technology to provide high-quality support for his clients and improve productivity for himself.

We also discuss a tool that was new to me, Doodly, a software that allows anyone easily create a whiteboard-like presentation. You might have seen it in action in Facebook ads or on LinkedIn in the past and Joe is using it to connect with potential clients in a really interesting way.

Resources:

Learn more at breshearslaw.com
Facebook: https://www.facebook.com/BreshearsLaw
LinkedIn: https://www.linkedin.com/in/joebreshearslaw/
Twitter: @joebreshears
Check out doodly.com
Actionstep - Cloud-based legal practice & case management software
Lexicata - Law Firm CRM & Intake Tool
WealthCounsel - Legal document software, trust and estate planning software, legal marketing and continuing legal education courses (CLE)
Zapier - Automate your workflow

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Get in touch with Sam:

If you’ve enjoyed the podcast, please head to iTunes and leave a rating & review for the show! It only takes a moment, and really helps me to reach new listeners. You can also head to the website at TheLawEntrepreneur.com for more information on the podcast and my legal services.

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The Law Entrepreneur

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