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Essential Tools for Virtual Estate Planning Attorneys

Clio

Calendar syncing : Avoid missed deadlines for probate filings or trust administration by syncing key dates across your teams calendars and client matters. Case management : Centralize every matterwills, POAs, trustsin one place so you can easily access notes, communications, and documents across long timelines and multiple stakeholders.

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

Above the Law - Technology

Case management and CRM integrations allow you to customize the digital experience. In fact, we are only weeks away (as of the date of filing this application) from actually reaching this audacious goal. Finally, we plan to build integrations with e-discovery and practice management products. Anything else?

Mediator 325
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Voting Is Open! Pick the 15 Finalists to Compete At Startup Alley at ABA TECHSHOW 2024 in February

Legal Tech Monitor

Case management and CRM integrations allow you to customize the digital experience. In fact, we are only weeks away (as of the date of filing this application) from actually reaching this audacious goal. Finally, we plan to build integrations with e-discovery and practice management products. Anything else?