Law Firm Automation with Patricia De Fonte



In this episode, Alay and Patricia discuss: 

  • Automation in your law firm. 
  • Being present and part of your community on social media. 
  • When to start building a team and building systems. 
  • The importance of saying “no.”


Key Takeaways: 

  • Make every touch you send out to potential and current clients worthwhile and substantive. 
  • Have a dedicated team member that is dedicated to streamlining and growing your business with you. 
  • Nobody will ever discourage you from being an estate planner. There is plenty of room for everyone to practice the law. 
  • You can’t do it on your own – you have to build a team. 



Tweetable Moments:

  • “You should be hearing from your estate planning lawyer forever.” —  Patricia De Fonte
  • “Utilize tools and customize them in a way that works for you and your firm going forward.” —  Alay Yajnik
  • “If you are the only employee, you need to make your own employee manual.” —  Patricia De Fonte
  • “If you’re a solo attorney, or you’ve got a small firm, and you’re spending more than 20 hours a week on client work, you need to bring somebody on board.” —  Alay Yajnik



About Patricia De Fonte:

I am passionate about providing estate planning services to parents with minor children. I am also deeply concerned about single women and their welfare and have worked with many single mothers and widows, as well as divorcing clients.


I believe that an estate plan has failed if it does not preserve family harmony. Estate planning is not filling out a questionnaire and then signing documents a lawyer has prepared for you. Estate planning decisions come from the heart, after guided discussions and counsel about your options.


When I am not working with my clients to create personalized estate plans, I play Cards Against Humanity with my friends, read the New Yorker cover to cover, and cheer on my sons at soccer games and music recitals. Godzilla is my favorite superhero.


Connect with Patricia De Fonte: 






Connect with Alay Yajnik: 


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