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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 business

Recorded: June 3, 2020
Interview: Cary L. Moss, Esq.Sawyer & Sawyer, and Valerie Peterson, ElderCounsel

Cary Moss is with the Sawyer & Sawyer, P.A., Orlando, FL and previously joined Valerie on April 10, 2020 to discuss how her law firm was handling client meetings and document signings. (Watch that video here.)

Rotating staff into the office and evaluating how to do this
In April, our team worked remotely. In May we started a rolling staff, half at home and half in the office. It’s important that we spoke to each team member to make sure they are comfortable with everything we did and make sure we meet them where they are comfortable. Working remotely worked better than I ever expected. The rolling staff is something we are assessing week-to-week.

Options for client meetings
Up until today, we were only doing meetings on the phone or video conference. We are going to start office visit now going forward as an option. We will give the clients the option for what they prefer since everyone has different feelings about the entire situation. A key component is making sure we give options to our clients and also make sure our team is comfortable with it as well. Staying fluid is important

Seeing an increase in May business
New clients jumped in May. We are looking back and seeing why this happened. I suspect that it’s an increase because of our region and that people found they had more time since the parks were closed in Orlando.

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