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Customer Stories: Alexia @ rb Legal, LLC

At Legalboards, we love to hear user feedback and tell customer stories. What we hear from users has a direct impact on new features, bug fixes, etc., that we develop and put into production.

We especially love to hear from our happy clients, like Alexia from rb Legal, LLC based in Golden Valley, Minnesota, US.

Meet Alexia

Alexia specializes in estate planning and elder law and uses Legalboards for those clients. She had this to say about Legalboards;

“Legalboards is exactly the tool I was looking for. I had tried on my own with a spreadsheet to try and track all of our estate planning clients and all of our matters, and I kept thinking ‘there has to be a better way’, and there is. Legalboards is the better way.”

– Alexia

We had asked her how Legalboards helps her and her firm, to which she said,

“It [Legalboards] allows me to see everything at once. I can see all my matters and all of my estate planning clients and know what I need to do next. It [Legalboards] helps me quickly determine what my next steps should be, and it also automates a bunch of different tasks seamlessly so that I can spend more time doing actual work for my clients.”

– Alexia

We want to thank Alexia for her very kind words, we’re extremely happy to hear how helpful she has found Legalboards on a daily basis for her estate planning clients.

Get In Touch With Us

Have any feedback for us or would like to tell us your customer story? Contact us here and let us know what you think of Legalboards.

Or, want to see how we can help you and your clients? Schedule a demo with our support team or start a free trial, and start seeing benefits for both you and your clients like Alexia.

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