Marketing
“Who the Heck Are You?”: When Third Party Tools Hijack Your Client Experience
Quick Overview (TL;DR) If you’re an estate planning or elder law attorney, your clients didn’t “hire” your scheduling tool, client portal, e-signature platform, or payment processor—they hired you. But when third-party emails and texts show up with confusing sender names, generic language, or mismatched branding, clients can feel uncertain, skeptical,
January 18, 2026