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Essential Tools for Virtual Estate Planning Attorneys

Clio

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Learn more here! Increased efficiency.

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4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.

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Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. These are simply my observations of software developed to address specific fields of law. Practice-Specific Legal Software Solutions. Family Law Software. Field of law: Estates and trusts.

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Client Intake Form

Lawmatics

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water

Rocket Matter

Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself.

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6 Benefits of Efficient Law Firm Document Automation

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. The platform allows firms to organize templates by practice area (family law, estate planning, intellectual property law, etc.)

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Next Level Strategy: How Law Firms Should be Using Google Ads

Rocket Matter

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. Maximizing billable time: Focus on clients while Rocket Matter handles time tracking and billing.