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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 are being canceled and postponed. Numerous businesses, including law firms, are asking employees to work from home and have to re-evaluate how to meet with clients.

As you identify your coronavirus contingency plans, we’re here to help ensure your practice can operate “business, not as usual” through the implementation of virtual solutions.

ElderCounsel has run its business as a virtual company for the past 11 years (since its inception). During that time, we have conducted hundreds of meetings and seminars via webinar. Over the last few years, we have invested heavily in technology and systems to improve services for our members and increase the productivity of our team. We are opening our “virtual”doors to help you learn ways to run your practice, manage employees, and meet with clients based on what we’ve learned. We’re sharing strategies and online programs we’ve utilized, so you don’t waste valuable time figuring it out yourself.

The guide linked in the materials provides information on digital and cloud-based technologies and insights on running a business and a team virtually. Also included are resources you can use in your communications to your clients and communities.

Businesses that quickly respond to and implement systems will be able to reduce the impact on their business when the unexpected occurs. Amid COVID-19, transitioning to remote meetings and work environments will illustrate responsiveness and flexibility during a time of caution.

Further, you have an opportunity. While it is a sensitive time for our society, especially for our senior population, estate and elder law planning firms are in a position to educate clients and referral sources on the implications of planning failure, particularly in times of uncertainty.

If you have questions or wish to discuss how to implement a contingency plan for your business, don’t hesitate to contact one of our Practice Solutions Advisors listed below.

Lori Pulvermacher, MBA
[email protected]
Schedule a call

Jim Wolverton, J.D.
[email protected]
Schedule a call

Recorded: March 16, 2020
Presented by:
Valerie Peterson, J.D., Jim Wolverton, J.D., Brian Albee, J.D., Lori Pulvermacher, MBA
Duration: 60 minutes

Download Materials:
Materials include Audio (MP3) | Presentation (PDF) | Resource Guide (INCLUDES: Digital and cloud-based technologies and insights on running a business and a team virtually) (PDF)