Client resources

What you may need to hand.

What this century has genuinely earned, and nothing it has merely made fashionable.

Introduction

A law office is not improved by technology. It is improved by attention, which technology can protect or squander.

Every firm now advertises that it is modern, and a client is entitled to be skeptical: the promise usually resolves into a portal nobody logs into and an intake form that arrives in the same inbox as everything else.

The test applied here is narrower. An instrument earns its place if it does one of two things: puts a client in possession of their own record without their having to ask, or removes from the lawyer a task that consumed attention better spent on judgment.

What follows is the whole of it. First the part this office keeps for you, then the outside registries, dockets and form libraries this practice uses daily, which are public and which you are welcome to use directly. None of it is a substitute for advice, and one standing rule governs all of it: a lawyer reads every word that leaves this office.

Your file

What this office keeps for you.

01
The client portalA client should not have to telephone a law office to obtain a copy of their own will. The portal holds every executed instrument, the current draft of anything in progress, correspondence and filings as they are received, statements of account, and the trust ledger for your matter. It is available at any hour, to you and to the advisers you authorize, and to nobody else. Access survives the closing of a matter.
02
Secure document exchangeAn encrypted channel for material you would rather not commit to an email inbox: financial statements, medical records, corporate books, anything a stranger should not read over your shoulder. Send it here rather than as an attachment.
03
Statements and the trust ledgerStatements are rendered monthly in plain language, with each entry attributable to a person and a task. Advance deposits sit in the firm’s trust account, are applied only against statements you have already received, and are returned when the matter closes. The ledger is visible to you throughout.
04
Counsel by videoA great deal of this work is done well at a distance, and a meeting that would cost you an afternoon on the interstate is usually better held by video. Signing ceremonies are the exception, and are conducted in person unless remote online notarization is appropriate to the instrument.

Where to look

The registries, forms and dockets we use daily.

The standing rule

A lawyer reads every word that leaves this office. That is the standing rule, and no instrument, however routine, is an exception to it.

Our Tools

Ask which technology touched your file.

You will be told, in writing, without qualification.