​3D Client Maintenance Method: Discover, Design & Deliver to Build Your Client Maintenance Program

​What if your Client Maintenance Plan could be more than an annual update service and instead become one of the most valuable ways to deepen client relationships, generate high-value referrals, and create a more profitable, sustainable firm?

​Join Laney Lyons for an interactive session featuring her 3D Maintenance Method — Discover, Design & Deliver — a practical framework for building a maintenance program that creates a win for everyone: you, your clients, your firm, and your family.

​Together, we'll explore:

• ​How to Discover what your clients need and value

• ​How to Design a maintenance program that is valuable and profitable

• ​How to Deliver a consistent client experience without creating unnecessary overwhelm

• ​How to position your maintenance program so clients understand its value

• ​How strategic client touchpoints can create opportunities for high-value referrals

• ​Practical considerations for defining your services, pricing, and delivery model

​This session is designed for estate planning attorneys and legal professionals looking to build stronger client relationships while creating a sustainable and profitable maintenance program.

​👉 Join us live to learn how the 3D Maintenance Method can help you turn client maintenance into a strategic growth opportunity for your firm.

​About Laney Lyons

​Laney Lyons is a trainer, coach, and nationally recognized law firm systems strategist with more than 30 years of experience in the estate planning industry. She has created and sold five businesses, three in the legal space, and works closely with attorneys to help them move forward in the growth of their practices.

​She is the creator of Probate Plug-and-Play and a suite of Plug-and-Play law firm systems used by firms across the country to add or streamline profitable practice areas. As an Implementation Coach with 2-Hour Lifestyle Lawyer, Laney guides attorneys through the real-world execution of systems that improve client experience, reduce overwhelm, and increase profitability.

​Laney has founded, grown, and sold multiple companies in the legal space, including Back Office Drafting, one of the earliest trust-drafting outsource companies in the nation. Her extensive experience coaching law firm owners and their teams has made her a sought-after mentor in the legal space.

​In addition to her coaching work, Laney is a seasoned national speaker. She has delivered hundreds of trainings, workshops, and keynotes for estate planning and elder law attorneys at major industry events, including the WealthCounsel Symposium, Lawyers with Purpose Quarterly Retreat, 2-Hour Lifestyle Lawyer, and numerous state and national conferences.

​She is known for her energetic delivery, actionable tools, and ability to turn complex operational challenges into simple, repeatable systems.