Jed Thomas
Business Owner at Woggle Consulting
Based in Kennebunkport, United States
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Seniority
Director
Department
General Business & Management
Location
Kennebunkport
Industry
Business Consulting and Services
Company size
2
Contact information
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j•••••••@woggleconsulting.com
Phone
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Background
About Jed Thomas
What if your estate planning firm could protect more family legacies—without drowning in document chaos? Many estate planning attorneys struggle between delivering top-tier client care and managing operations—and outdated systems only make things worse. But it doesn’t have to be that way. At Woggle Consulting, we help estate planning firms- Consolidate client information into one secure, easy-to-access system- Automate document generation & client communications to save time- Track deadlines & milestones automatically to prevent costly mistakes. The Results- 15+ hours saved per attorney per week - 50% reduction in document creation time - Zero missed deadlines or overlooked details How We Do It: Step 1: Practice Analysis & Workflow Mapping Step 2: Custom Zoho Configuration & Legal Integrations (WealthCounsel, LawPay, etc.) Step 3: Team Training & Ongoing Support Who We Work With: Firms with 5-20 team members Attorneys who value exceptional client care Law firms that want to scale without sacrificing quality Firms ready to embrace modern legal tech solutions Ready to eliminate inefficiencies and spend more time serving clients? Let’s talk:
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