Document management Estate planning Software 
Clio
MAY 12, 2025
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.
LawSites
MAY 16, 2023
The majority of law firms use just five or fewer unique software products, according to a legal industry study published today by the law practice management company Smokeball. Document management, 47%. Practice management or case management, 34%. Document automation, 26%. Video conferencing, 61%.
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Lawyerist
FEBRUARY 13, 2025
Engaging Client Engagement Forms While many law practice management software platforms offer basic forms, and are a good place to start, Typeform takes client engagement to a new level. Truly Portable Document Scanners Dont ignore the convenience of your smartphones camera for scanning documents.
Attorney at Work
JANUARY 27, 2022
As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area.
Lawmatics
JUNE 8, 2023
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. Consider cost, ease of use, compatibility with your existing software, and customer support.
Lawyerist
NOVEMBER 1, 2024
Firms must invest in a law practice management system (LPMS) with robust document creation and management tools to move from their current chaos to a future of fluid workflows. CosmoLex Knows Documents are a Lawyer’s Lifeblood Nearly everything we do as lawyers and legal professionals gets memorialized in a document.
LawSites
DECEMBER 31, 2021
Forrester TEI Study: Building a Business Case for Modern Document Management. The Buyer’s Guide to Contract Management Software. Learn about “Guidr,” a fully-digitalized estate planning platform that incorporates you (the attorney) and your firm. 2021 eBook: Running a Lean Law Firm.
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