Your Outsource Resource, LLC
“Funding was the most time
consuming and costly process in our estate planning practice. Tracking
down existing account statements, preparing the funding documentation,
verifying existing assets and then confirming that assets were finally re-titled
into the trust forced us to increase our overhead and hire more and more
support people in the pursuant of client service. Laney and her team have
now become part of our virtual team and have seamlessly taken over virtually
all of our initial funding duties. We have significantly cut our
overhead, dramatically increased customer service and in the process developed systems and scanning
processes that are moving us closer and closer to becoming
paperless. We are thrilled with the work Your Outsource Resource has done for our
clients and for our firm. We highly recommend Your Outsource Resource.”
Vincent E. Bonazzoli, Esquire
Family Estate Planning Law Group
Lynnfield, MA
“The team at Your Outsource Resource has dramatically
increased our efficiency in creation and implementation of the estate plans we
design for our clients. For a boutique estate planning and elder law firm,
it is critical that attorneys remain focused on attorney work and not on the
clerical or secretarial elements of estate plan creation and funding.
Your Outsource Resource has been reasonable in price and outstanding in
execution of the secretarial and clerical elements we turn over to them for any
given matter. Their attention to detail and excellent communication
assure that things are done right every time and done in a timely manner.
In addition, adding YOR to our work flow process has created for us another
check and point of documentation so that we not only believe we're
keeping our promises to our clients, we have a verifiable paper trail to prove
that we're doing so.
From a cash flow standpoint, it makes clear sense for a firm (especially a
small firm) to pay for this high quality of service only when it's needed (i.e.
- once a client has retained) and not 40 hours/week every week regardless of
the volume of work to be performed. We pay for, and receive, excellent
service from YOR only when we need it.
Laney walked us through setup and communications procedures right from the
start and did the heavy lifting in getting those procedures customized to work
with our existing system. She's even contributed marketing ideas to help
us drive more business. Engaging YOR for our drafting and funding needs
has been a very good choice.”
Attorneys Richard Barid & Michael Smith, Smith
Barid, LLC., Savannah, GA
“Laney and Susan have really mastered the business of
outsourcing. With an almost immediate response time and the mastering of our
in-house software sometimes even I forget that they aren't in the office right
next to mine! They have truly gone above and beyond to ensure the growth and
success of our practice. Thank you!”
“Laney Lyons and Your Outsource Resource have been great to
work with. They have taken on projects that would have been very time
intensive to complete and made our lives much easier. They are very
professional and I would strongly recommend working with them.”
Mark Clair, Esquire The Clair Estate Planning Law
Group Maumee, OH
“When I first heard about Your Outsource Resource, I
immediately saw how cost effective it would be to outsource our funding and
drafting while maintaining the very high professional standards Laney Lyons has
always exhibited over all of the years I have known her. YOR gives me the
needed extra hand on an as-needed basis without the extra overhead expense of
payroll contributions, desk space, and other employee costs and without the
need to train or worry about turnover. YOR gives progress reports on funding
and easily handles the drafting. My team is free to concentrate on other things and it helps me convert what can sometimes be a
sinkhole of time and a roller-coaster of a variable expense into a reasonably
predictable flat fee per client. This was a no-brainer decision and a boon to
our profit margin. I wouldn’t want to return to the old way.”
Candace M. Pollock, Hahn & Pollock,LLC.,
Cleveland, OH
"Lots of people have experience, but not everyone knows what to do with that experience. Laney has the rare gift of being able to observe operations and implement systems for improvement.
Laney's experience and skill has allowed our office to do the same amount of work in half the time. I went from working sixty hour weeks to 35 hour we
eks with the same revenue stream.
You can’t afford not to have Laney and her team on your side, whether your goal is to reduce staff or improve productivity, Laney can help you get want you want out of your practice."
Reed Scott, Law Offices of Reed K. Scott
"Laney Lyons is a dynamic executive with organizational, leadership, and “get the job done” skills that go way beyond extraordinary. To say she is the best is not an adequate description; she is better than anyone I have ever known at implementing complex legal plans from start up to completion with every detail done. If you need any job done quickly with attention to detail, give it to Laney and her team at YOR.”
“Laney Lyons is a master of ideas and implementation!! She is sharp, smart and focused. Hard work and common sense are both second nature to Laney and her Team.
Brad Wiewel
The Wiewel Law Firm
Autstin, TX
