article thumbnail

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!

article thumbnail

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.

Mediator 325
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Small Law Firm Succession Planning

Clio

Book a Clio demo and we can show you how! What is small law firm succession planning? Small law firm succession planning is the process in which a law firm prepares to transition leadership, ownership, and operations when a founding partner or senior partner is no longer able to fulfill their role.

article thumbnail

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. In this article, we will explore the benefits of implementing automation solutions in estate planning law firm practices. You can help ease their worries and guide them through the process.

article thumbnail

Everything in One Place with CosmoLex’s New Document Generation and Management

Lawyerist

An estate plan results in powers of attorney, wills, healthcare directives, and perhaps trusts. Visit the CosmoLex website to learn more and schedule a demo today. CosmoLex Knows Documents are a Lawyer’s Lifeblood Nearly everything we do as lawyers and legal professionals gets memorialized in a document.

article thumbnail

Introducing MMS Messaging: Collect Client Images Faster and Easier

Lawmatics

Even in estate planning, family law, or criminal defense, there are plenty of moments where a client needs to share a physical document, handwritten note, or piece of mail. Get a demo to see how our platform helps law firms streamline communication, automate intake, and deliver a better client experience from day one.

article thumbnail

Guest Post: The Year in Justice Tech: 2023 Report and News Roundup

LawSites

It was also selected from the largest applicant pool to date for LexLab’s Justice Tech Accelerator , winning top mention at the program’s Demo Day along with cohort member Level. Trust & Will , a digital estate planning and settlement platform, was named to the Inc. It’s expected to go live in Q1 of 2024.