At APT Legal, every week brings meaningful moments, client progress and a shared sense of purpose. Here’s what the team have been working on over the past few days.
Carrie’s Week
As the business owner, Carrie used a few unexpected gaps in her diary to take a step back and review APT’s business plan and goals, making sure the firm stays on track and continues to grow with purpose. She also attended a new networking event and made some strong new connections. Most importantly, she took time to rest and recharge, returning with fresh focus and energy for the months ahead.
Deb’s Week
Deb dedicated time to reorganising her files and reviewing her internal processes to make things even smoother for clients. She was also up bright and early for her first Rotary sunrise meeting of the year in her role as President Elect. A key moment came when she helped a client get their mum’s documents in order in preparation for Probate, offering practical support at a sensitive time.
Lisa’s Week
Lisa used her knowledge to support an elderly family member by explaining the value of Lasting Powers of Attorney. She also kept things moving for clients by chasing outstanding paperwork and continued to bring order to the filing cabinet, keeping things tidy and efficient.
Lindsey’s Week
With Carrie away for part of the week, Lindsey made sure the office stayed on course and that clients were well supported. She carried out three-year Will reviews with existing clients and worked alongside Carrie to review several Probate files. A strong week of support and follow-through.
Jodie’s Week
Jodie supported the family of a previous client, helping them put Wills in place after a kind referral. She also helped a lady in permanent care by setting up Lasting Powers of Attorney, allowing her children to manage her affairs following the recent death of their father. To top things off, Jodie had her first client enquiry come through via LinkedIn.
Another week of thoughtful action, team spirit and client-focused wins. We’re proud of the difference we make, one conversation at a time.
Let’s see what next week brings.
