Update from the Founder

It has been a busy year so far here at Stock Legal!  In the never-ending quest to produce interesting and informative content for our blog, I thought our readers might want to know what all we have been up to this year. 

We are more than half-way through 2019 . . . I had to let that sink in for a moment.  At just over the half way point, I am thrilled to share that Stock Legal has:

• Transitioned, successfully, all of our back-office services to Legal Back Office, allowing us to streamline our invoicing, bookkeeping and accounts receivable work;
• Published more than 25 blog posts on topics ranging from Operating Agreements, Confidentiality Agreements, Estate Planning, and Dental Service Organizations;
• Developed tracking processes to understand how much work/revenue each of our practice areas is producing, and how our clients find us;
• Identified key performance indicators that allow us to track how the firm is performing;
• Worked on complex and interesting acquisitions, sales, capital raises, operating agreements, shareholders agreements and estate plans;
• Assisted more clients than ever before in protecting their assets and achieving their estate planning needs;
• Hired three incredibly talented new lawyers – Two of those lawyers were hired to service our growing client base (Jodie Jordan and Rene Morency), and one is a strategic hire to continue to grow and expand our estate planning practice (Jayne Corley);
• Transitioned Jayne’s existing client base and files over to Stock Legal (a project management feat in and of itself executed flawlessly thanks to our amazing staff); and
• Expanded our staff to include two support staff and our new office manager.

It has been quite a year so far, and it is only half over!  We are so very grateful to all of our clients, network, and supporters.  I can’t want to see what the second half of 2019 brings!

Here’s to the second half of 2019 – May it be fulfilling and incredibly successful for all of you!

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