Remove Case management Remove Document automation Remove Estate lawyer
article thumbnail

Essential Tools for Virtual Estate Planning Attorneys

Clio

Task tracking and automation : Stay on top of critical steps like document signing, court filings, and follow-ups with automated task lists and reminders for each estate plan or probate matter. Clio Duo prompt ideas for wills and estate lawyers: Summarize the key beneficiaries and their inheritances in [Names] will.

article thumbnail

Voting Is Open! Pick the 15 Finalists to Compete At Startup Alley at ABA TECHSHOW 2024 in February

Above the Law - Technology

N/A Briefpoint Elevator Pitch: Briefpoint is an out-of-the-box document automation platform that litigators use to draft discovery documents within minutes of their first sign-in. Case management and CRM integrations allow you to customize the digital experience. Anything else? What makes you unique or innovative?

Mediator 325
article thumbnail

Voting Is Open! Pick the 15 Finalists to Compete At Startup Alley at ABA TECHSHOW 2024 in February

Legal Tech Monitor

N/A Elevator Pitch: Briefpoint is an out-of-the-box document automation platform that litigators use to draft discovery documents within minutes of their first sign-in. Case management and CRM integrations allow you to customize the digital experience. Anything else? What makes you unique or innovative?