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Tired of referring clients to lawyers and losing both the relationship and revenue?
Accountants & Financial Planners: Keep Clients, Add Revenue and Deliver More Value; Without Losing Control!
21 March 2025
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3 minute read
LY Legal, an Australian Legal Practice, focuses on key areas vital to your clients, including business structuring, commercial law, property law and estate planning. Legal Back Office (LBO) is not a law firm, but a facilitator and strategic partner, that empowers your practice to offer integrated legal solutions with full legal backing from LY Legal.
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Now, you can deliver estate planning, family protection trusts and asset protection as part of your service offering; without losing client control.
How LY Legal and LBO can help Transform Your Practice:
- No more client referrals to law firms – Keep control, enhance value and boost revenue.
- Seamless collaboration with LY Legal – Full legal sign-off on structures ensures compliance and security.
- Turnkey legal solutions – Offer trusts, estate planning and wealth protection with ease.
- Higher client retention & profitability – Become the go-to expert for both financial and legal strategy.
- No extra workload – We handle the legal complexities while you focus on your clients.
In the fast-paced world of accounting and financial advisory, providing comprehensive solutions for your clients is paramount. LY Legal, possesses in-depth knowledge of Australian legal frameworks and understand the complexities your clients face and offer a way to integrate specialized legal support, strengthening your client relationships and service offerings.
This model has already revolutionized accounting and financial planning firms; now it’s your turn!
Book a call today – email
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