Solve360 Discussion Forums

Estate Planning Attorney

Oct 31, 2009 04:06pm DanSheehan New Member 1 post	Colleagues, I am excited about the prospect of using Solve360 to manage my law practice. I focus on estate planning. Most of my clients are couples. Both the husband and wife (or partners) communicate with me through email, phone, and meetings. Because I represent both people equally (they are the same case or project), I would like to keep all of the notes and information in one place. I also need to respond back to both people when there is a letter or email. Any ideas of how to structure Solve360 to handle this “couple” issue? Peace Dan

Nov 02, 2009 09:12am Engineering SpecialOps Administrator 3952 posts	Hi Dan, Two ways we approach designing the ideal setup are i) ask “how would you intuitively handle this situation without a computer” i.e. using sheets of paper on your desk. This won’t provide the ideal solution, but it does help gain perspective on how to use contact pages and project blogs e.g. should you use one for the family or link multiple pages together, and ii) keep it as simple as you can. The system is oriented to record all personal / sales interactions on the contact page and business transactions or projects on project blog pages. You might consider doing something similar e.g. relationship type activity on a family contact page and the “estate plan” on a project blog. This allows the option for you to easily keep your relationship information confidential and securely share the project blog with your client. We’ve had some clients with similar needs use the first name as “John & Jane” and last name as “Smith” and others create new fields for the first names and rename the email address fields to something more generic.