- How client meetings are being conducted
- “Drive up” document signings in detail
- Working from home as an essential business
Recorded: June 2, 2020
Interview: Heinz J. Brisske, Huck Bouma, PC, and Valerie Peterson, ElderCounsel
Heinz J. Brisske is an attorney at Huck Bouma, PC in Wheaton, IL. Illinois and previously joined Valerie on April 3, 2020 to discuss how his law firm was handling client meetings using video and document signings. (Watch that video here.)
How client meetings are being conducted
We are still using video conferences for our client meetings.
The main point we are making is that we just stay in touch with our clients and referral sources. Let people know you care and you are there for them if they need us.
“Drive up” document signings in detail
Document signings is the one thing that is difficult to do remotely. Signings are taking place face-to-face, but not in the office. To keep everyone safe, we’ve developed a great system. Before the signing, the attorney reviews the documents with them and walks them through the documents verbally, so everyone is prepared for the signing. The day before the signing, we email the clients and outline exactly what to expect for the signing. We ask them to bring their own face masks, pens, gloves (if they choose), and payment so everything can be done at one time. When they arrive at the office, they pull up and call the office to tell them they arrive. The attorney goes out with a witness and/or notary, and we have tables outside where they go through the documents. We split up the documents for individual and also dual signature documents. Once they are done, they choose if they want to wait for their final documents or can come back another day.
We are currently able to conduct business, just in a different way. Our entire team is still very busy.
Working from home as an essential business
Our firm has maintained our work from home policy. The majority of the attorneys are working remotely.
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