Timeless Roadmap to Success
Timeless Roadmap is a tried and tested online diagnostic tool.
In just one 90 minute, face to face interview with your client, you will be able to give your client a snapshot of where their business sits (including the potholes!); where they want to go and how to get there without making costly mistakes.
With Roadmap you can take your client through 15 different areas of law to identify major areas of opportunity and risk within their business. Using this information, your client will work with you to design a proactive, long-term work-plan in accordance with their priorities, budget and cashflow.
Forewarned is forearmed
Ever had a client ring you in a panic because a crisis has emerged in their business?
And, worse yet, you realized it was all preventable?
Most legal problems can be controlled or avoided.
The problem is often clients don’t know they have a legal issue until it’s too late.
The Timeless Roadmap shifts your client engagement from reactive to proactive.
It allows you to methodically identify legal issues – both threats and opportunities
to their business – protecting your client from expensive mistakes and helping their
business become more successful.
Generate huge value for your
clients…in just 90 minutes.
During a single, 90 minute, face to face meeting with your client, you work through the step-by-step Roadmap diagnostic process with them.
Roadmap provides you with engaging information and questions about key legal topics across 15 areas of law relevant to small and mid-sized businesses, capturing your client’s responses as you go.
Roadmap’s built-in “cheat notes” will help your queries be relevant and concise.
Roadmap flags potential threats and opportunities in your client’s business.
Significantly, your client rates how important each issue is to them, and indicates when they want you to deal with it.
When your interview is finished, Roadmap generates a detailed report (that you can edit as you wish) identifying the issues and setting out your client’s work plan with priorities and deadlines set for all the legal issues identified.
Although the Timeless Roadmap is comprehensive, it’s remarkably easy to use. You’ll get the concept in about 5 minutes flat.
Roadmap focuses on your client. Just follow the prompts for each part of your explorative conversation. On-screen notes provide you with context-sensitive suggestions. Our User Guide contains simple instructions to help you get the most from Roadmap. If you need a little extra help, send us a support request and we’ll have you sorted as quickly as possible.
Clients love the Roadmap approach.
And they appreciate the value you
create for them as a result.
The Timeless Roadmap creates
peace of mind.
Roadmap changes your client’s paradigm from a reactive, crisis-generated approach to law, to a proactive approach.
Roadmap is designed to increase the value of your client’s business and help them avoid the common pitfalls that often derail businesses. Better protected clients and a more profitable practice. The way you always wanted it to be.