Clio

MAY 12, 2025

Clio Duo prompt ideas for wills and estate lawyers: Summarize the key beneficiaries and their inheritances in [Names] will. Break down the clients estate assets into categories and calculate the total value after liabilities. Book a demo to explore all the automation power and time-saving potential of Clio Manage + Clio Duo.

Estate planning 52

Estate planning Attorney e-filing Document automation 52

Above the Law - Technology

DECEMBER 4, 2023

Finally, we will directly target clients (enterprises and government agencies) with the idea that our track record would help become their preferred partners. Does not have any actionable estate planning elements. Slow, not guaranteed to work, and incapable of doing important estate planning like trusts or PoDs. Anything else?

Mediator 325

Mediator Litigation Litigator Law firm 325

Legal Tech Monitor

DECEMBER 4, 2023

Finally, we will directly target clients (enterprises and government agencies) with the idea that our track record would help become their preferred partners. Does not have any actionable estate planning elements. DCS: records ‘instructions’ from grantor and can help send court orders to custodians to try and close out an estate.

Litigation 52

Litigation Litigator Mediator Law firm 52