10 – Why Do We Use Surveys?

by | Apr 5, 2020

Why do we use surveys?

 

Presently, Haimo Law utilizes two surveys: an initial intake survey and an end of representation survey.

Intake survey: the initial intake survey helps focus the meeting by identifying important issues in advance. It gathers your contact information and gets an idea about your 3Fs: family, finances and future. It reveals what planning you have engaged in previously, your level of understanding of various estate, business and asset protection planning vehicles and uncovers important other issues. In short, it saves time and enables more efficient and effective representation.

End of representation survey: the end of representation survey provides an opportunity to share your thoughts and feelings about your experience working with the firm. It usually gives us valuable feedback that enables the firm to constantly improve its quality of service.

 

Author:
Barry E. Haimo, Esq.
Haimo Law
Strategic Planning With Purpose
Email: barry@haimolaw.com
LinkedIn: http://www.linkedin.com/in/bhaimo
Google+: https://plus.google.com/u/0/+BarryEHaimoLaw/posts
YouTube: http://www.youtube.com/user/haimolawtv

YOU ARE NOT OUR CLIENT UNLESS WE EXECUTE A WRITTEN AGREEMENT TO THAT EFFECT. MOREOVER, THE INFORMATION CONTAINED HEREIN IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. EACH SITUATION IS HIGHLY FACT SPECIFIC AND EXCEPTIONS OFTEN EXIST TO GENERAL RULES. DO NOT RELY ON THIS INFORMATION, AS A CONSULTATION TO UNDERSTAND THE FACTS AND THE CLIENT’S NEEDS AND GOALS IS NECESSARY. ULTIMATELY WE MUST BE RETAINED TO PROVIDE LEGAL ADVICE AND REPRESENTATION. THIS INFORMATION IS PROVIDED AS A COURTESY AND, ACCORDINGLY, DOES NOT CONSTITUTE LEGAL ADVICE.

Topics

Call Now ButtonCALL NOW