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hi Im Brianna and Im the lwp platform trainer for lawyers of purpose today Ive been asked to tell you a little bit about action step and what lwp workflows are offered inside of the system action step is a third party company that lawyers a purpose partnered with to create our specialized workflows and reporting inside of their system action step itself is a client management system that is completely cloud-based so you have access to any information whether youre at work at home or on the beach lwp workflows included inside of the inside of action step include estate planning Medicaid veterans benefits probate and Trust Administration relationship management workshops maintenance each of these workflows were built off of the estate planning process that lwp has been founded on so when working with the estate planning workflow its going to keep your clients moving on the path from workshop to vision vision to design design to sign and ultimately to maintenance inside of the lwp p
