Case management Demo 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!
Rocket Matter
APRIL 15, 2025
Because the firm has an established succession plan, their client cases are reassigned quickly, preventing case management from turning into chaos. Why Every Law Firm Should Have a Succession Plan Even though not all U.S. Thats where legal case management software becomes a game-changer.
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Rocket Matter
FEBRUARY 20, 2025
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. Schedule your personalized demo with us now.
Above the Law - Technology
DECEMBER 4, 2023
In some cases as noted, startups have not provided information or have asked that information be kept confidential. Most of the startups have also provided a link to a demo video. Demo video: [link] Founded: 5/1/2023, Columbus, Ohio Target customer: Solo, small firm, and legal Aid organizations that are engaged in litigation.
Lawmatics
JUNE 8, 2023
As an estate planning attorney, you understand that precision and attention to detail are paramount. In this article, we will explore the benefits of implementing automation solutions in estate planning law firm practices. Consider cost, ease of use, compatibility with your existing software, and customer support.
Legal Tech Monitor
DECEMBER 4, 2023
In some cases as noted, startups have not provided information or have asked that information be kept confidential. Most of the startups have also provided a link to a demo video. Demo video: [link] Founded: 5/1/2023, Columbus, Ohio Target customer: Solo, small firm, and legal Aid organizations that are engaged in litigation.
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. Request a demo today. Collaborative.
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