AI-powered podcast search and transcription. Find any topic, guest, or phrase across millions of episodes.

Product

Transcript Search
Browse Podcasts
Sponsor Tracking
Browse by Topic
Keyword Alerts
Recently Transcribed
Pricing

Company

About
Blog
Careers
Contact

Legal

Privacy Policy
Terms of Service
Cookie Policy

Using Technology to Improve Client Services in Your Practice | TrackPodcasts.com

businessinvestinggovernment

Using Technology to Improve Client Services in Your Practice

ACTEC Trust & Estate Talk·May 6, 2025·9:37·pending

About this Episode

Discover how top-tier client service and smart tools like Calendly, Zapier, and TextExpander can transform your law firm's client experience.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Hosts & Guests

The American College of Trust

Host

ACTEC

Host

Estate Counsel

Host

No transcript available for this episode.

Using Technology to Improve Client Services in Your Practice

ACTEC Trust & Estate Talk

0:00

9:37

Using Technology to Improve Client Services in Your Practice

About this Episode

Hosts & Guests

More from ACTEC Trust & Estate Talk

Hiring the Next Generation of Trust and Estate Attorneys

Trump Accounts (IRC §530A): Estate, Tax, and Wealth Planning Considerations

Estate Planning Considerations in Community Property States Relating to Retireme...

When Parents Get Involved: Ethical Risks in Estate Planning and Divorce Prep