A Tale of Two Attorneys

Profile photo for Tom Chalfant
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Animation
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Description

This sample is from an animated video which was made for a marketing automation website, highlighting the benefits to a law firm in embracing automation.

Vocal Characteristics

Language

English

Voice Age

Middle Aged (35-54)

Accents

North American (General) North American (US General American - GenAM) North American (US Midwest- Chicago, Great Lakes)

Transcript

Note: Transcripts are generated using speech recognition software and may contain errors.
This is the story of two attorneys at the same firm, one of whom embraced automation as part of his goal to provide an ideal client experience and one who did not. The first attorneys primary area of practice was estate planning. And the great thing about applying automation to a state planning is that process is pretty similar for every client. Some clients have a huge estate, some have more modest estates, but either way you need to gather the client's information, meet with the client to discuss goals and intentions and then draw up the documents for the clients, review and execution. Some cases are more complex than others. Sometimes there's a trust or multiple trusts. Sometimes a trust isn't necessary at all, but the process is generally the same and for that reason, automation is very effective at streamlining that process and providing a consistent, ideal experience to every client. You can check out our start to finish state planning template campaigns on our website and when you do keep in mind, we let you define that ideal experience and then we customize the campaign to that vision