ProPlan Guru On Demand

Not ready to hire just yet? Let us help you scale your law firm by providing the support you need to grow with Guru On Demand. Guru On Demand is an excellent solution for the solo practitioner in growth mode, who is not quite ready to hire, who wants to deliver exceptional service to their clients, but doesn’t want to waste their most valuable resource, time, doing tasks that a non-attorney staff member can do. 

While you grow your business, don’t worry about managing or training staff, creating key performance indicators, issuing bonuses, approving vacation time and sick days, interviewing and making offers, or setting up health benefits or a 401k program just yet.  Focus on growing your business and building relationships with your clients. You can wait until you are ready to manage a staff, and we will be the short-term solution.

Expert Support When You Need It Most

ProPlan Guru on Demand provides two essential services designed to streamline your estate planning process and elevate your client experience. Whether it’s ensuring a smooth pre-signing review (draft review meeting) or providing real-time support during a Signing Ceremony, our Gurus are here as an integral extension of your team.

1. Pre-Signing Meeting or CIMI Review

Our experienced Drafting Gurus will meet directly with your clients via Zoom or phone to conduct a thorough review of their plan details. During this review, we:

• Verify name spellings, phone numbers, dates of birth, and agent choices.
• Confirm the plan structure and ensure it aligns with your client’s wishes.
• Ensure all documents are error-free and ready for signing.

While we cannot answer legal questions, we can assure that the plan accurately reflects the client’s choices and that the information is correct, giving both you and your clients confidence in the documents being presented and signed.

2. On-Demand Support During Signings

Have a Drafting Guru available live during your Signing Ceremony to handle last-minute client changes, ensuring a stress-free and efficient process. With Guru on Demand:

• Any requested changes can be made on-the-fly during the Signing Ceremony;
• Clients remain relaxed as they see updates being made in real time;
• Your team can focus on conducting the Signing Ceremony and building relationships with clients, while your Guru on Demand ensures the documents are finalized and ready for printing.

This service is especially beneficial if you deliver the binder at the Signing Ceremony or if you charge for changes that clients make at the Signing Ceremony because it minimizes delays and provides immediate solutions. Your Guru on Demand will be available by Zoom or phone in their Virtual Office—just pop in, share the changes needed, and they’ll take care of the rest.

Why Choose ProPlan Guru on Demand?

• Elevate client experience by having more “touch points” with clients throughout the process – if you don’t conduct a document review/pre-signing review before your Signing Ceremony, this is an easy way to add it without sacrificing your most valuable resource: time;
• Provide a seamless client experience during critical moments in the estate planning process. When clients see their documents before the Signing Ceremony, they have more trust in the process and are more relaxed on signing day;
• Save time and avoid stress by having an expert handle the details, allowing you to focus on delivering exceptional client service.

ProPlan Guru on Demand is the ultimate solution for ensuring flawless pre-signing reviews or streamlined Signing Ceremonies. Let us support you in delivering the highest level of service to your clients.

*Bundle & Save is a package that includes BOTH Pre-Signing/Draft Review and Signing Ceremony Support.