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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. 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!

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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

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. See the demo video on responding to written discovery requests.) Outside funding: No outside funding. and Beagle.

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7 Ways to Implement File-Sharing and E-Signatures at Your Law Firm

Rocket Matter

Secure file-sharing makes it easy to send sensitive documents back and forth between employees. If one lawyer needs a co-worker to take a look at an estate planning document, they can send it in seconds through secure file-sharing tools.

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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

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. See the demo video on responding to written discovery requests.) Outside funding: No outside funding. and Beagle.

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Intake Process Template

Lawmatics

Examples include personal injury, family law, corporate clients, criminal defense, estate planning, and more. Document management. Utilize document management systems for organizing and storing intake documents. Automation. Automate routine tasks, such as sending follow-up emails or reminders.