Clients love it. Send thank you letter to the client at the end of the file. 10 Send out reminder letter every 3 to five years to clients. Offer to review documents at no charge. If work is done then charge for that.
Staff coordinates meeting where tape is played.
12 Calendar the date for execution of the documents at the first meeting. Don t let the client have the original documents. Sign the documents in the office and suggest a review meeting with changes. Tell the client to take it home if they find any changes, call and we will revise the documents for you. When document is done, can run it in final with hidden text turned off and the comments disappear.