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Essential Tools for Virtual Estate Planning Attorneys

Clio

Case management : Centralize every matterwills, POAs, trustsin one place so you can easily access notes, communications, and documents across long timelines and multiple stakeholders. Summarize lengthy case files, flag key details, and surface cited information instantly, so you can spend less time reading and more time strategizing.

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Leveraging Legal Technology: Enhancing Efficiency in Enterprise Legal Departments

MatterSuite

Enhanced Document Management: Technology provides robust document management systems that simplify organization, storage, retrieval, and securing sharing of legal documents, reducing the risk of misplaced or lost files. Such as document management, contract management, case management, or research tools.