Life can change in an instant. For attorney Laura Patton, that moment came when her college-age son landed in the emergency room, and she discovered that without proper legal documents, she couldn't even speak to his doctor about his condition. By combining her decades of estate planning experience with open-source document automation tools, Laura created a scalable, affordable solution that protects families while preserving the personal connection at the heart of her practice.

In this episode, Laura shares how thoughtful use of document automation can expand access to justice, improve efficiency, and strengthen client relationships. You'll learn how lawyers can identify opportunities to systematize repetitive work, build productized legal services, and design innovative, human-centered solutions for modern legal practice.

Get full show notes, transcript, and more information here: agileattorney.com/93

Take your law practice from overwhelmed to optimized with Greenline Legal

Follow along on LinkedIn: linkedin.com/in/johnegrant

Mentioned in this episode:

LIVE WORKSHOP: Better Client Relationships, Fewer Interruptions

This 90-minute interactive workshop will teach you proven strategies for creating more peaceful, productive client relationships... for the rest of your legal career! When? Friday, December 12 – Live via Zoom Only 12 Seats Available Reserve your spot here: https://the-agile-attorney.captivate.fm/ccw

Sign Up For the Dec 12 Workshop Here

Take Your Law Practice from Overwhelmed to Optimized

GreenLine helps you see the progress of every matter, shows what each person should focus on, spots delays, helps you decide where to use your team members, and even predicts when you can deliver results to your clients. Learn more or sign up for the beta here: https://the-agile-attorney.captivate.fm/greenlinelegal

Learn more about GreenLine Legal here