Independent Financial Advisory firms
Employee benefits
My Legal Checkup is available to reward,
recognition and benefit platforms.
Many employee’s may be missing the
5th element of employee wellbeing.
1st. Physical health
2nd. Mental health
3rd. Social health
4th. Financial health
5th. ——?———–
My Legal Checkup offers employees:
Awareness – of possible consequential risk
Suitability – understanding and options for needs and budget
Connectivity – facilitating connections with legal providers
Law firms
My Legal Checkup may be used in conjunction with
client onboarding and appointment systems
Invite a client to take a checkup as a part of the onboarding process.
Alternatively, invite them to do a checkup pre consultation.