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In addition, clients should be informed of all court dates, all filings, and all offers to settle or mediate. This means all calls should be promptly returned, requests for information timely responded to, copies of documents forwarded without delay, and detailed bills sent out on a regular basis.
It’s important to note that workflows can be automated by indicating a specific date for one task or event — like the date of a court hearing, or the close date of a sale. Estate Planning Practices: Probate In estate planning firms , everything is centered around probate court hearings.
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