Worksheets & Workflows


Online Notary Workflow

Notarization via online means has been available in many states for a few years, however, few law offices have utilized the process. This generic workflow walks a Notary through the basic process from initial contact with the client to delivery of the documents and video.

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Remote Practice Worksheet

Creating and managing a remote law practice requires some planning and forethought. And without a technical background, it can seem like an impossible task. Managing a law office is difficult enough in ideal circumstances. How do you lead a team in an environment that you are not used to? How do you manage your staff?  .  .  .

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