Document automation Estate planning Lawyer 
Clio
MAY 12, 2025
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.
Rocket Matter
JANUARY 21, 2025
Thats where efficient law firm document automation comes in. By automating repetitive tasks, law firms can produce accurate client-ready documents faster, reduce costly errors, and free up time for billable work. Heres more about why document automation has become indispensable for modern law practices.
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The Law Product Makers blog
OCTOBER 4, 2021
Estate Planning, traditionally the domain of the legal profession, is about to be disrupted by another new entrant, Vanilla. The company seeks to enable financial planners to offer estate planning services and documents to their clients through a network of attorneys.
LawSites
APRIL 19, 2022
I built a document automation app online to help people fight their tickets for free using a recent court decision that had come down in Manhattan. Download: The Complete Guide of Document Automation Software for Law Firms. (Never mind that the schools were closed.) That Saturday, I went to work.
LawSites
MAY 16, 2023
In firms of 2-10 lawyers, 86% use five or fewer products. Even in firms of 26 or more lawyers, half use just five or fewer products. Document management, 47%. Document automation, 26%. With greater tech adoption and more lawyers working remotely, does that mean lawyers spend their days buried in their computers?
Above the Law - Technology
DECEMBER 4, 2023
The substantial amount of time lawyers spend drafting documents during litigation. Freeing up time through automated AI drafting means handling more clients while working less hours, generating more revenue (especially for those billing flat fees). Does not have any actionable estate planning elements.
Attorney at Work
MAY 20, 2022
While it may not be cost-effective for an attorney to simply draft a basic will or contract, that attorney becomes a trusted advisor when reviewing an estate plan or a real estate transaction, giving clients confidence that a particular contract or transaction is in their best interest. . Practicing Law on Internet Time.
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