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Essential Tools for Virtual Estate Planning Attorneys

Clio

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Learn more here! Increased efficiency.

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6 Benefits of Efficient Law Firm Document Automation

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Is your law firm struggling to keep up with repetitive document creation? Everything should be scriptable, from client intake to invoice creation.

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Next Level Strategy: How Law Firms Should be Using Google Ads

Rocket Matter

It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.

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4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.

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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water

Rocket Matter

Download free guide 4. Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself. Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time.

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Top 20 Best Law Firm Websites in 2025

Clio

Book a free demo today and see how! Her content shows clients she understands them, highlighting their common questions and the challenges clients face. She includes a clear, easy link to book an appointment and offers business-start-up resources. Book a free demo to get started! Book a free demo today!

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8 Ways to Market Your Law Firm With Clio

Clio

But marketing, business development, and building client relationships can be time consuming and costly tasks. This powerful tool does a whole lot more than seamless client intake. It includes a number of features to help you easily market your law firm, attract new clients, and manage that increased demand. The result?