Case management Compliance Estate planning 
Clio
MAY 12, 2025
As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Learn more here!
Attorney at Work
JANUARY 27, 2022
When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. Case management is perhaps the largest legal tech category. Field of law: Estates and trusts.
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Above the Law - Technology
DECEMBER 4, 2023
Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estate planning & trusts, entertainment law, and more. Who are your competitors?
Lawmatics
JULY 9, 2024
Estate planning intake form. An estate planning intake form would focus on gathering information about the client's assets, beneficiaries, and wishes regarding the distribution of property, as well as preferences for guardianship, healthcare directives, and powers of attorney. Legal and ethical compliance.
Lawmatics
JUNE 25, 2024
If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Collect any necessary documents from the client and organize them in the case management system. Examples include personal injury, family law, corporate clients, criminal defense, estate planning, and more. Compliance.
Rocket Matter
DECEMBER 10, 2024
For example, cloud-based practice management software like Rocket Matter gives you remote access, streamlined case management, and file sharing, all of which are designed to make your legal workflows more efficient. Technology that doesnt solve a pain point or drive efficiency, however, is a waste of investment.
Legal Tech Monitor
DECEMBER 4, 2023
Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estate planning & trusts, entertainment law, and more. Who are your competitors?
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