Gale Training

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Ok,

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thank you again for being here. So today

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we're going to be diving into Gale legal

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forms. My name is Amber Winters

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and I am your Gale training consultant for the day.

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So first today, I of course will talk

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about just the background of a gale legal forms.

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What it is, what you can find within the resource,

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but I'll spend the majority of the time actually walking

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through so you can see some of the different workflows

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your patrons are going to be utilizing some

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of the different content types, they're going to be accessing

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able to kind of take a look at all of that today.

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And then at the end of this session I will have

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some kind of wrap up information for you,

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some contact information for

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you to move your learning forward and I hopefully

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will have some time at the very end for any questions I wasn't

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able to answer as I move through the session.

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But again, if I'm not able to answer all of your

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questions, send you an email with

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the response. once the session is done for

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the day. So

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let's jump right in. Let's go ahead and talk about gay legal

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forms. So this resource is going

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to provide state specific as well

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as national legal forms that your patrons

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are going to be able to fill in and complete

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to kind of forward on to wherever they need to go.

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And some of the key areas include things like

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adoption, divorce estate

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planning, small business ownership

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and small business operations, landlord tenant.

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So it's a really broad resource

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that's going to help a lot of your different patron types.

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and we always like to say this is not legal

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advice. This is legal information. So this is

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a really great supplements, for

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individuals who may be working with an attorney, they

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can get some of this information maybe even before

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they speak with their attorney. so they have

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themselves kind of on the right path and ready

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to go as they start the process.

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This is also great for some little things that they

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may be

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We're working on like selling a car or something

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like that. We provide really simple

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legal forms that they could fill

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out to make sure they're kind of

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crossing their TSS and downing their I's with whatever

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they're deciding to do.

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And in addition to those legal forms, we also

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have some supplemental material that's going to help

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them really understand whatever process

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or whatever topic they're going through. So we have

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different things like leader articles as well.

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Sorry, legal articles as well as dictionaries.

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So if they come by a legal term that they're

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not super familiar with, we

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have definitions right here on the platform,

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they can take a look at that and then get back to whatever

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they were doing

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We also have an attorney directory within this

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resource. So if they are looking for someone, they

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can certainly do that through here. And

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we also have a Q and A. That's lists some

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previously asked questions and

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responses. So again, if they

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just looking for a little bit of background

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about whatever topic they're going to be exploring.

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They can do that with some of the different supplemental

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materials that we have available for them.

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and on this platform, we have both browse and

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search options. We're going to take a look at both of those

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things., but it's really kind of extending

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the accessibility to all different kinds of patrons.

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So if they prefer to kind of just browse through the

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different categories, we have to figure out what they need.

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They can do that if they have something very specific

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in mind then at that point they can use the search

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and pull that specific bit of content.

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So it's a nice kind of double

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organization to make sure they can find the

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information however, works best for them

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And we've just recently added some new

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Spanish language forms that I want to point out

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for you. So we've just added 23,000

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new Spanish language forms. So if you do

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have a lot of patriots coming in looking for that Spanish

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language, they'll find quite a bit here within the

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resource and just like the English forms.

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they are both. National and state

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specific? So some of them will be specific

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to your state while others are going to be applicable to

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all 50 or maybea few

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of the 50 states

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and again, they are attorney drafted to make

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sure they are accurate so they do come from

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attorneys themselves to make

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sure they're hitting all the legal information

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they need to.

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and the content is actually linked to the english

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entry. We'll take a look at that in a second.

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But what that means is, if they find

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a particular

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form they're interested in that they want to utilize.

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Again, I'll stick with a car sale.

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if they find that form they click into it,

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they'll be able to download either the english version

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or the spanish version or both.

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So they'll be able to really decide which

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bit of content they want to take a look at.

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Now let's go ahead and dive right in and take a look. I haven't

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seen any questions pop up in the Q and

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A. But I will just pause here as I'm changing

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my screen and ask does anyone have

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any questions before we keep moving

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Ok,

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I don't see anything. So let's go ahead and keep moving. So

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here's our home page for gil legal forms.

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And I just want to point out today, I'm using

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the michigan legal forms version

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because I am stationed here in michigan.

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so whatever state you're in, you'll most likely

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have access to those legal forms. So

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if you're following along with me in your own instance,

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it may look slightly different. some of

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the categories, some of the foreign forms

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might be labeled a little bit differently just depending

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on whatever state you're in

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so let's first kind of get a lay of the land

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here on the home page, you'll see, we have our search

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term at the very top here.

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Yeah, Gretchen, the chat is disabled, go

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ahead. Any questions you have put them into

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the Q and a. Like you just did it makes

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it a little bit easier for me to keep track of them to make

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sure I'm not missing anything. So anyone

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with questions go ahead and use the Q and A. As opposed to that

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chat just so we can keep everything organized

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and I don't miss anyone's question.

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So again on the home page we have up top here our search

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bar. But on this left hand side here, this

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is where you're going to find all of the supplemental content

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I mentioned here. So we have

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our legal definitions section. So again,

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if you have a patron who may be trying

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to figure out a specific

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term and what they're working on, they can click into any

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of these here

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let say maturity law. They can click in. It's

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just giving them a very quick bit of information

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and then they can easily jump back. So you'll see,

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we do have a breadcrumb trail here

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so I can jump back to all of my legal definitions

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if I need to maybe click further or

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I can click all the way back to my legal forms library,

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which is pulling me here to that main home

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page

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under legal definitions. We also include tax

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forms here on this platform. So we have state

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specific tax forms and we have federal

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tax forms as well. And I think these state

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specific tax forms are really beneficial.

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what's nice is no matter what states,

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you currently have access to. So if you're in texas

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and right now you only have the texas legal forms

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as expected. you'll still have

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all of, the different state tax forms.

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So if you have patrons who are coming in, maybe

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they work in two different states. They're going to need to

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file for those e each of those individual

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states, they'll have access to all of them here

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in your instance. So they'll be able to do that.

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And again our federal tax forms are listed

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here as well and we do link right

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to the IRS. So if they need a little bit more

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information than what we have to offer them,

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they can link right here, we have that set up for them.

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Under those tax forms is the attorney Directory

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that we mentioned.

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and you'll see here, you can choose whichever state

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you like and the attorneys

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request to be listed here. We sometimes

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forget that. How do we find our attorneys and list them?

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they do request to be added to

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our list. You'll see there is a request contact

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form right here. So this is of course

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not going to be an exhaustive list of

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every attorney within your state

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or within your city.

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but it is a start, it's a good place for your patrons

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to start. They can click through here and take a look at those

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underneath our attorney directory, we have some

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external links again. So if we need some

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more precise information

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than what we're getting here, we can click into

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different organizations. Getting different

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forms. Again, remember I'm in the

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michigan instance, which is why you're seeing michigan

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state tax forms here you'll

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most likely see something different. If you're in a different

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state, you may see more than this, you may see

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a little bit less, just depends on your

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state and what they have available

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and under our our external links. Now we

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have this really great law digest. Let me pull

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this up here

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and all of this content is being pulled forward

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from the gale encyclopedia of american law

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and we recently just updated this. So,

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it's fully updated and ready for your patrons

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to use and this is providing information

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from the real world from reported

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cases. So it's really giving them background

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on whatever they're getting started in as

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it's happening so they can click into again, they

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can run their search here or they can click through

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and browse, we'll just browse today

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by clicking to see

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we'll see what we have available. We have some different individuals

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who um have been recently

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highlighted in whatever topic

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that they have been related to.

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We can scroll down, we see different bits of information.

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Maybe we're interested in software privacy,

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I can click into this

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And it's given me a nice background, a nice bit of

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information about consumer

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software safety,

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So you'll scroll down here and it's a a pretty

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substantial read but it's a nice way for

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them to get started here and you'll

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see there are further readings listed down here as

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well. So if they need to move they're learning

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forward about this legal topic,

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they can do that here

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underneath the log I address again. Is that legal

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Q. And A. So these are questions that have

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been asked and have been answered, by

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us here. You'll see when I scroll down, we do have

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it organized based on category

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just to make sure that we get everything nice

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and clear for everyone. So we can click into any

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of these. let's click into vehicles.

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and you'll see now I have these questions listed and now every

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state's answers apply

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in your resources. So you'll see when

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I have my question, you'll see where this individual

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asked the question. So this one asked it in florida

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this one asked in Ohio and Utah

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So just make sure your patrons are aware that

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many times these answers are going to be

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kind of universal throughout the United

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States. Sometimes they may differ slightly,

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Sometimes they may differ a lot. So this is a great

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place for them to get started and

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then to kind of find tune the tune, the answer

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based on whatever state they're in. So this is a nice

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again, starting point for them.

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under the Q. And A. We have our legal life articles

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which are kind of shorter articles than

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our law digest. The law digest is going to

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give some really specific topics

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with kind of in depth information. We can see

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our legal life articles here are more very

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specific kind of broad cat stories.

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So something like owning a business. I can

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click into this

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and it's given me the, the background information about

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owning a business, but it's not a very

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very specific topic here.

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This is really that nice overview

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before they kind of dig in using their own

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research

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and underneath all of this, you'll see, We also have

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a most popular option here. So these

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are the most popular searches

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that are currently run within legal forms.

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So this may be a good place for your patrons

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to start as well. They don't know exactly what

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they're looking for. They can take a look at this

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and get going that way.

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Now, I'm going to jump back to the home page and

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I can either do that in my breadcrumb trail here

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by clicking into legal forms or

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I can do that by clicking into my,

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my um

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banner. Excuse me, my brain

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is a little bit everywhere today. clicking in

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my banner and the title here and that will pull me forward

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to the home page as well.

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So now that I'm here, I'll point out we do have some legal

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forms that can be completed online,

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which means they won't need to download the form

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before they fill it out. They can fill it out right

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here on the platform and then download it all ready to

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go? And then your other

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forms will need to be downloaded first

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and then completed as a word document

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that way. So we do have both. If they

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only want to take a look at legal forms that

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can be completed online, they don't want to have to worry

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about downloading, they can click this here

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Now. Let's go ahead and scroll down here and

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on this home page, we do have some of the

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main categories listed. So again,

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if your patrons aren't exactly sure what they

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need and they want to just browse a little

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bit, we have all of this listed here.

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I do want to point out a lot

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of times we have small business owners

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looking for. information, especially if they're

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not as well versed

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in the, the legalities surrounding owning

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a business. We do have a full small

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business section. So if you have those patrons

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coming in looking for that content, this

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is a really excellent place to send them.

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It will get all of its kind of laid out for them.

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But let's again, we'll stick with my, automobile

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um, example from earlier. So,

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I know I want to sell my car. I'm taking

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a look look at this to browse and I see automobiles

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listed. So I'm going to go ahead and click into this here

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and this is bringing me forward to another step

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here. So you'll see again my breadcrumb trail.

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So I can take one step back if I want

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to. And then underneath this

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is just another kind of layer of organization.

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So now that I'm in automobiles, I can click into these

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subcategories and I know I want

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to sell my car. So let's click into bill of

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sale. and

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now we have all of my different

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forms related to bills

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of sale for automobiles. So I

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can now click into any of these and these are going

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to pull forward here. The actual

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form

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So this gives the background here

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You'll see this is one that's has

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both spanish and english available.

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So this can be downloaded as an english

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word document or a spanish word document

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and they'll be able to complete that underneath

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those download options. It is telling me what this

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is. So I can make sure this is what I'm looking

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for before I even download it to my computer.

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It's giving me a preview here so I'll

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know what to expect. This is what I'm going to need to fill

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out. This is the type of information I'm

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going to need to know.

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and then right next to that we have our related

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definitions here.

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So if I need more information about bill of sale,

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I have this nice little definition right here

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that's going to potentially move me

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forward in whatever I need to pull out. So

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I have that option right there

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in the end. You'll see my

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breadcrumb trail has lengthened

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quite a bit as I've been clicking through.

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So maybe I want to go back to automobiles and

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that's not what I'm looking for. I can jump back

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here And again,

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I can click through and find whatever I think is most

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important

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And now I am going to jump back to the home page

[00:14:17.427]
one more time just so we can all kind of stay in

[00:14:19.450]
the same general area

[00:14:21.649]
here because I do want to run through a search

[00:14:23.950]
as well. Now today for my search, I'm not

[00:14:26.028]
going to run a search for a specific keyword

[00:14:28.330]
because I wanted to tell you about a nice feature. We have

[00:14:30.927]
within the legal forms and they're prebuilt

[00:14:33.450]
packets for different topics. So

[00:14:35.489]
instead of running a search for a specific topic,

[00:14:37.570]
I for package is going to pull

[00:14:39.690]
forward the different packages, we have pulled together

[00:14:42.940]
for different topics here. So you say as I scrolling

[00:14:45.080]
down, I'm scrolling down, we have one for

[00:14:47.259]
personal planning, so maybe

[00:14:49.330]
we want a packet, we want to draw up

[00:14:51.418]
our last will and testament, we can do that, we can

[00:14:53.489]
click in here.

[00:14:58.759]
scroll down here. We'll see the different package

[00:15:00.940]
components

[00:15:05.177]
And then we're giving some optional information here

[00:15:07.440]
as well. So these are some different forms

[00:15:09.788]
that are going to be related to the topic we're looking

[00:15:12.070]
at that aren't fully developed

[00:15:14.599]
package components, but we want to include

[00:15:16.619]
them here because they may be supplemental

[00:15:19.119]
information that needs to be included within

[00:15:21.359]
the packet here.

[00:15:22.629]
And for this package, it's showing us the

[00:15:24.677]
description here. So it's telling us

[00:15:26.798]
each of the different articles and what's

[00:15:29.048]
they're going to do here. It gives us a preview

[00:15:31.340]
again and again, we have our related

[00:15:33.557]
definitions

[00:15:36.820]
and you know what's great is I can choose here

[00:15:39.009]
to just download a specific

[00:15:41.048]
piece of the package.

[00:15:43.070]
So if I'm only in need of this first

[00:15:45.340]
worksheet here,

[00:15:46.979]
I can click into it just to take a

[00:15:49.000]
look at it on its own.

[00:15:51.090]
I could take a look at this preview

[00:15:54.070]
and then I can choose here if I want to download

[00:15:56.250]
it as a spanish or english

[00:15:58.658]
word document here

[00:16:00.509]
and I can go back

[00:16:03.908]
You'll see if I'm not interested in clicking into

[00:16:05.979]
this. I already know I want this. I can

[00:16:08.210]
just hit download here and I'll be able to download this

[00:16:11.259]
and many are downloaded as word documents.

[00:16:13.677]
You'll see some have the option to download as a Pdf.

[00:16:16.489]
There are quite a few different worksheets

[00:16:19.009]
that are built out as spreadsheets. Especially

[00:16:21.090]
if we're talking about um starting

[00:16:23.278]
or operating a small business. We do

[00:16:25.288]
have a lot of

[00:16:27.580]
worksheets for that sort of thing.

[00:16:30.080]
Maybe building up your accounting

[00:16:32.229]
practice, your bookkeeping, things like that.

[00:16:34.548]
They'll find information here

[00:16:40.989]
So let's go ahead and hit the back button here

[00:16:43.349]
and you see I can really start to kind of scroll down

[00:16:46.879]
Now, since we've got just a little bit of time, I will

[00:16:49.177]
jump into the small business section just

[00:16:51.239]
because again we do see a lot of patrons

[00:16:53.590]
looking for that small business loft

[00:16:56.298]
contents. Again I haven't seen

[00:16:58.359]
any questions pop up but if we have

[00:17:00.440]
some, go ahead and pop them into the Q. And A. For me.

[00:17:03.070]
it is a little bit quieter today than I thought it would

[00:17:05.107]
be. So we will certainly have time to get all of your questions

[00:17:07.459]
answered.

[00:17:09.448]
so I'm going to click into small business

[00:17:11.548]
here and to do that. I just jump back to the home

[00:17:13.576]
page by clicking on my banner

[00:17:15.769]
up top here,

[00:17:18.910]
and then we're gonna click into small business

[00:17:21.959]
and now you'll see our small business is broken

[00:17:23.979]
down

[00:17:25.209]
pretty detailed wise here,

[00:17:29.150]
do have a quick question How much does it cost

[00:17:31.459]
for the download of forms? It doesn't cost

[00:17:33.759]
anything erin they are they

[00:17:35.890]
are free to use, they have unlimited use

[00:17:38.459]
um As long as you have access to this resource,

[00:17:40.959]
you don't need to worry about paying for anything anyone can

[00:17:43.077]
download the content

[00:17:47.817]
But again, in our small business here, you'll see. We have all

[00:17:50.000]
of this available. We've got some great

[00:17:52.180]
checklists that I like to point out so

[00:17:54.219]
they can make sure they are ready to maybe

[00:17:56.250]
start their start their business

[00:17:58.558]
or move their business forward. We also have

[00:18:01.709]
Prede developped letters

[00:18:03.750]
and notices here so they don't need to reinvent

[00:18:05.867]
the wheel if they need to send a letter to someone,

[00:18:08.808]
maybe a cancellation, maybe

[00:18:11.107]
they need to send something to their bank.

[00:18:13.009]
We have these premade for them so they

[00:18:15.028]
can just you know add their customization.

[00:18:17.288]
So probably their business name, maybe their own name

[00:18:19.367]
and their contact information.

[00:18:21.067]
Print it out and then send it wherever it needs to go.

[00:18:23.250]
It's a really nice way for them to kind of

[00:18:26.048]
get that information out with having to build

[00:18:28.117]
it without having to build it, build it

[00:18:30.308]
all on their own.

[00:18:36.269]
And at the very bottom I will mention our worksheets

[00:18:38.778]
option here

[00:18:40.130]
so we can pull that forward and there's

[00:18:42.259]
quite a few different worksheets available

[00:18:44.567]
so they could take a self assessment if

[00:18:46.680]
they want to take a look at to see if

[00:18:48.750]
their business is something that's practical. They can

[00:18:50.798]
do that self assessment here. We also have the strengths

[00:18:53.239]
and weaknesses analysis. So

[00:18:55.308]
it's really helping them kind of move forward.

[00:18:58.439]
as needed here and it looks like we have

[00:19:00.558]
a quick question, how often are resources

[00:19:02.670]
is reviewed and updated? Um I don't

[00:19:04.798]
have an exact time frame laura but I can

[00:19:07.019]
get the exact timing

[00:19:09.117]
from my product manager. but

[00:19:11.209]
generally we do keep them as up to date as we possibly

[00:19:13.548]
can. can so when legislation cha changes

[00:19:16.192]
we um attempt to keep those,

[00:19:18.492]
keep those in line with that.

[00:19:20.765]
We are powered by us legal

[00:19:23.192]
so that is supporting this here as well. But Laurie

[00:19:25.314]
let me speak with my product manager and I'll give

[00:19:27.354]
you the exact um

[00:19:29.847]
recurrence. If it's monthly, daily

[00:19:32.410]
weekly I'll take a look and I'll send

[00:19:34.729]
you an email to let you know that answer.

[00:19:42.617]
Ok, so I don't see any other questions.

[00:19:45.077]
I'm going to go ahead and switch back here

[00:19:47.199]
because I do have some contact information for

[00:19:49.400]
you. So if you do think of questions after

[00:19:51.630]
we're done for the day or maybe you want to take

[00:19:53.689]
another look at gale legal forms with someone

[00:19:55.709]
at gale. Maybe you want to talk specifically about

[00:19:58.170]
a topic I didn't cover

[00:20:00.239]
you know maybe adoption. Maybe you want to dig

[00:20:02.259]
deeper into will planning and how this can help your patrons.

[00:20:04.989]
You have a customer success manager who

[00:20:07.087]
can help you out with that. If you haven't

[00:20:09.170]
spoken with your customer success manager previously,

[00:20:11.778]
just send an email to gale at customer success

[00:20:14.229]
at engage dot com and we're going to forward you to

[00:20:16.278]
the correct individual and they can help

[00:20:18.469]
you walk through the resource or maybe you want to talk

[00:20:20.538]
about usage or how you can promote this

[00:20:22.548]
resource. they're here to help you

[00:20:24.587]
with all of that good stuff so feel free to reach

[00:20:26.689]
out to them.

[00:20:28.367]
You also have access to a wonderful sales consultant.

[00:20:30.729]
So if you don't currently have Gil legal forms

[00:20:32.808]
but you want to discuss it. feel

[00:20:34.939]
free to reach out to them. If you haven't spoken with

[00:20:36.989]
them you can send an email to. So I'm sorry

[00:20:39.009]
you can utilize support Gil dot com

[00:20:41.509]
forward slash rep finder and

[00:20:43.597]
that will forward you to the correct individual.

[00:20:45.949]
And we also have quite a bit of

[00:20:47.959]
premade support and training materials

[00:20:50.009]
for you. So we have resource

[00:20:52.239]
guides, Webinars like this one shorter tutorials.

[00:20:54.827]
We also have premade

[00:20:56.989]
flyers and posters and

[00:20:59.038]
bookmarks and all that good stuff to help you get this.

[00:21:01.202]
information out to your patrons. And

[00:21:03.275]
that web page is just support dot gil dot com.

[00:21:05.505]
You'll be able to navigate through that. And

[00:21:07.755]
this resource, the support site is for

[00:21:09.962]
all of your Gale resources. So if you have more

[00:21:11.982]
than Gale legal forms, you're going to find

[00:21:14.134]
content for everything that you're going to need.

[00:21:17.087]
and I do have a training session survey for you

[00:21:19.150]
all to take if you have your phones you

[00:21:21.199]
can feel free to scan this QR code

[00:21:23.269]
to get that information. Otherwise it

[00:21:25.327]
is going to populate populate in your browser

[00:21:27.587]
as soon as you close out of this session today

[00:21:30.058]
so it's there and ready for you.

[00:21:32.617]
And I will ask just one more time before

[00:21:34.979]
we hop off of this session

[00:21:37.140]
today. Does anyone have any questions

[00:21:39.479]
that I didn't answer or does anyone want to take

[00:21:41.630]
a look back at any feature

[00:21:43.798]
within the resource?

[00:21:48.969]
Ok? I don't see anyone typing.

[00:21:51.117]
So we're going to go ahead and end this session for today.

[00:21:53.650]
I thank you all for being here and hopefully we'll

[00:21:55.719]
see you in future webinars have

[00:21:58.009]
a great day.

[00:21:59.857]