Remove Client Intake Remove e-records Remove Virtual Meeting
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Essential Tools for Virtual Estate Planning Attorneys

Clio

E-signature-ready packages: Create, review, and send complete document sets for secure e-signature in just a few clicks. Client intake and Customer Relationship Management (CRM) For wills and estate lawyers, client trust starts at intake. Over time, your cases can evolve, and client involvement can shift.

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Law Firm Economics: The Complete Guide

Clio

Make sure to clearly record your fixed and variable expenses as part of your law firm’s budget so that you have a clear view of all outgoing cash. These days, in order to retain clients, lawyers are expected to use legal technology to help make things easier for clients.