Winkelman Law Firm Enhances Client Access to Legacy Business and Estate Planning (November 1, 2022)
Clients may now utilize “Clio for Clients” App to access their annual reports for business filings, minutes, organizational and transactional documents, as well as updated workbooks and questionnaires for estate planning and business management and succession planning. Do you need an estate plan or to update an existing one? Are you ready to sell your business or want to transition your family business to the next generation? Just ask how to sign up for these services and make an appointment with attorney Ben Winkelman. Winkelman Law Firm will ensure that not only are your wills and trusts accurate and complete, but that your assets have been legally and correctly transferred into those trusts to avoid more expensive and time consuming processes. Your business succession planning can be a key piece to successful legacy planning for your family and community. Schedule your appointment today.
Winkelman Law Firm Attorneys and Staff Attend “Clio Con” in Nashville, Tennessee (October 2022.)
Clio Cloud Conference is considered to be the best legal technology conference of the year, gathering the brightest, most-forward thinking minds in law and technology. By incorporating the newest technology into the practice of law the client experience is better from start to finish and efficient representation and counsel is a benefit our clients experience each day. Many of our clients are family and friends and for those who are referred to us or are new to seeking legal assistance; we strive to meet and exceed your expectations by treating you like family as well. Experience exceptional representation and counsel by experienced attorneys and utilization of some of the most modern technology that has become more common in the world we conduct business and live in today. In addition to learning directly from the creators of technology from all over the world, we had an opportunity to review our law practice operations and evaluate client feedback to offer even better client services. Clio Con was inspiring, enlightening and of course spending part of the week in Nashville was entertaining.
Winkelman Law Firm Clients Have New Secure Website Access
Our clients can now access their client portal directly from our webpage as well as through our mobile app, Clio-for-Clients. Simply press the button at the top of our homepage for client portal access to shared final documents and to share information through a secure link with your attorneys on your own time. As we all know, sometimes your work needs to be done in the middle of the night, or the earliest morning hours of the day. Just upload documents, send messages and receive documents completed while you were unavailable. We also added the client ability to make online payments on invoices or into your trust account 24/7 using the “Pay Online” button on the top of our website. Clients asked for the options and we delivered. Thank you for the feedback and all of the kudos provided after our first few clients used these new client resources.
Winkelman Law Firm Introduces Clio-for-Clients. Clio for Clients is a portal designed for law firms and their clients to easily and securely communicate and share documents. Law firms can send documents and share key details like status and next steps for their clients to access on demand from the Clio for Clients mobile app or web browser. Clients can scan and share documents, access their case details in a central spot, and message their lawyer or others at the firm. Just ask a member of your legal team to send you an invite and then you can access your portal from our website, your email, or on your mobile phone.
Winkelman Law Firm is pleased to announce hiring attorney Ryan Pesicka and two support staff executive legal secretaries; Angie Blaufuss and Jennifer Johnson. All three will join the firm to create your Winkelman law Firm legal team effective February 1, 2022. We are all excited to offer you exceptional service, representation and counsel.
Ben Winkelman received the Hoquiam Hero Award in 2021. The Hoquiam Hero Award was created by the MyTown Coalition to to recognize people who are directly impacting the youth and community of Hoquiam through their time, involvement, and dedication. The honorees serve as role models of good character and strong sense of service, going above and beyond in their passion for making a positive influence in our community.
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