Based on feedback from financial advisors registered with NetLaw, we recently added two new features to simplify and enhance the advisor experience.

The first is an interactive portal tutorial that guides advisors through the process of referring clients to legal counsel. This allows them to more easily invite a client to complete their estate plan with Hargrove Firm attorneys on the NetLaw platform, schedule a meeting, and add background information about the client directly within the system.
NetLaw also recently unveiled a quick-add feature that reduces the number of clicks it takes to create a client record. Now, advisors can add a new client by selecting the “add a client” button in the tab’s bottom right corner and entering select contact information. Without having to exit or change tabs, advisors can then quickly schedule a meeting on the client’s behalf with a Hargrove Firm-affiliated estate planning professional in the client’s home state.
Both the tutorial and the quick-add functionality will save advisors time and make it easier for them to help their clients secure estate planning documents that protect their assets and their financial future.
Interested in working with Hargrove Firm as a financial advisor, attorney, or client?
Email us at info@netlaw.com.