LIVE Workshop Thursday, September 18th at 4 PM ET
— FREE WORKSHOP —
From Estate Planning to
Probate, Trust Funding & File Closings — Streamline Every Step with DecisionVault & Trustate
Tired of chasing clients for missing information, manually entering data across platforms, and training your team on clunky processes? Join us for a
FREE LIVE workshop.
100% FREE! Limited Seats Available
REGISTER NOW TO SECURE YOUR SPOT
We’ll Show You How To:
- Automate client intake using DecisionVault
Simplify trust and estate administration with Trustate - Train your team to manage estate planning, probate, and funding workflows without burning out
- Eliminate bottlenecks and close files weeks faster
Spend less time on back-and-forth, and more time serving clients, growing the firm, and reclaiming your evenings.
Your Roadmap to Automation Starts Here:
Meet Molly McGrath
Since the late nineties, Molly has coached, consulted and directed presidents and founders of national organizations and over 5,000 law firms in executive-level leadership, continuous improvement and team empowerment initiatives to infiltrate new markets, leveraging partner ecosystems and producing profitability. Molly has 27 years of specific skillset experience in legal CMO marketing, fractional CEO, conversation intelligence coaching, team development & empowerment, intrapreneur talent acquisition, Kaizen leadership, root cause analysis, revenue mapping and action-based project management.
“I have a team full of rock stars!
Now, they’re tapping into their own individual power, working together toward common goals and creating results. They are focused and empowered, both as individuals and as a team.
The difference is palpable, not just in the numbers, but in the attitudes and focus of each individual—and the cooperative culture of the firm. It is truly a joy to lead such a spectacular group.”