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COVID-19 Resources
As more resources become available, you can find them here

Reopening Together with Lisa Dillman

Staffing choices based on practice area Client's reactions to video conferencing Taking time to better analyze data for cash flow…

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Reopening Together with Cary Moss

Rotating staff into the office and evaluating how to do this Options for client meetings Seeing an increase in May…

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The Country is Reopening: Legal and Practical Implications for Your Law Practice

As all businesses begin to open up, law practices are facing unique challenges as they balance employee health concerns, client…

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Reopening Together with Amy Haupert

How client meetings are being conducted Office setup to make clients and staff safe Document signings and options they are…

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Reopening Together with Heinz Brisske

How client meetings are being conducted "Drive up" document signings in detail Working from home as an essential business

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New Business Is Coming Your Way If You Know Where To Look

In It Together: New Business is Coming Your Way if You Know Where to Look

A look at the Caring.com survey Number of people people who have planning documents: will, trust or advance directive Reasons…

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In It Together: Doing The Little Things That Keep Business Going

In It Together: Doing the Little Things That Keep Business Going

Teaching clients how to use Zoom (and have fun doing it) How to keep business coming in, even when it…

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In It Together: Hosting Online Meetings With Zoom

In It Together: Hosting Online Meetings with Zoom

Top 2 reasons Zoom works well for meetings How to use Zoom with your clients that don't have an account…

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10 Ways To Reduce Anxiety During Stressful Times

10 Ways to Reduce Anxiety During Stressful Times

What You’ll Learn in This Webinar The COVID-19 pandemic has left most of us with a great deal of anxiety…

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Document Signings, New Business, Unexpected Opportunities

In It Together: Document Signings, New Business, Unexpected Opportunities

How they conduct document signings outside their office Where new business is coming from Opportunities they weren’t expecting Advice for…

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In It Together

In It Together Meetup – April 21, 2020

What Are Ways to Package Planning Docs and How Do You Recommend Pricing Packages? How Should We Do a Single…

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Running A Remote Practice And A Traditional Practice

In It Together: Running a Remote Practice and a Traditional Practice

How they are handling remote work while keeping their physical space open as an essential business How they are managing…

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In It Together: Running A Law Practice From Another State

In It Together: Running a Law Practice From Another State

Technology used for remotely accessing your desktop Client video conferences The importance of having protocols in order to run your…

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In It Together: Importance of Taking Time Off at Home

How our brains respond to chronic stress Benefits of taking time off, especially during a pandemic How to have a…

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In It Together: Essential Vs Non-Essential, Document Signings, Surprising Revelations

In It Together: Essential vs Non-Essential, Document Signings, Surprising Revelations

What does “non-essential” mean for a law firm? How to get documents signed where physical presence is required Surprising revelations…

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Client Meetings And Signings In California

In It Together: Client Meetings and Signings in California

Setting a process for meetings with ongoing clients vs new clients. How they are handling document signings in California since…

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In It Together Meetup – April 13, 2020

Are Legal Services Considered Essential Business? What is the Best Way to Handle Document Signing? What About in States Without…

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In It Together: Marketing

In It Together: Marketing

How to convert in-person events to online events. Repurpose the marketing budget that was set aside for the next 3…

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Ways To Improve Cash Flow During COVID-19

In It Together: Ways to Improve Cash Flow During COVID-19

Overview of borrowing options available Other methods to help infuse cash into your business Ways to work on your business…

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In It Together: Client Meetings Using Video And Document Signings

In It Together: Client Meetings Using Video and Document Signings

• How Heinz is using Microsoft Teams for client meetings (and their surprising response) • Getting documents signed during COVID-19…

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In It Together: Marketing Using Online Events

How Eric is using online seminars to generate new business Advice for attorneys new to using online seminars Pizza as…

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Document Signing Checklist

In It Together: Document Signing

How to use GoToMeeting, Zoom, and others to facilitate business. How to get documents signed with checklist included. When to…

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Understanding The Paycheck Protection Program

Understanding the Paycheck Protection Program

The CARES Act recently passed by Congress provides loan options available to business owners, including sole proprietors, independent contractors and…

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How to Get Documents Signed During the COVID-19 Crisis

You have clients in the nursing home or assisted living facility who can’t receive visitors. Your office is closed while…

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Getting And Keeping Engagement

Getting and Keeping Engagement – Before, During and After Your Event

Whether you are hosting a virtual happy hour, meeting with a client, or you are hosting an online speaking event,…

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Setting Up The Registration Process And Getting The Word Out

Setting up the Registration Process and Getting the Word Out

Whether you are hosting a virtual happy hour, meeting with a client, or you are hosting an online speaking event,…

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COVID-19: What Older Adults Need To Know

COVID-19: What Older Adults Need to Know

Jay Butler, Deputy Director for Infectious Diseases at CDC, describes preventative measures to help protect older adults from COVID-19 This…

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Online Events And Meetings Are The New Normal—Embrace The Change

Online Events and Meetings are the New Normal—Embrace the Change

Our world has been turned upside down but that does not mean that business has to stop. It just means…

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Running Your Practice Amid COVID-19 (+ resource guide download)

The outbreak of COVID-19 has caused our society to reconsider travel and social interactions. As a result, regular business meetings…

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