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

Lawyerist

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.

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5 Legal Tech Solutions Your Clients Will Love

Lawyerist

For example, you could include a video explanation of complex topics, such as the difference between standard estate plans and personalized plans, making the form more engaging and understandable. Calendly also provides options for sending links to specific events, such as initial consultations or document reviews.

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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. Consider cost, ease of use, compatibility with your existing software, and customer support.

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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

VoiceScript Ai.Law Elevator Pitch: Provides AI-generated litigation documents, from pleadings to discovery. We are the first AI-driven platform to focus specifically on drafting litigation documents. The substantial amount of time lawyers spend drafting documents during litigation. What makes you unique or innovative?

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The Year’s Top Downloads from the LawSites Resource Center

LawSites

Forrester TEI Study: Building a Business Case for Modern Document Management. Learn about “Guidr,” a fully-digitalized estate planning platform that incorporates you (the attorney) and your firm. How are successful organizations Making Knowledge Work? 2021 eBook: Running a Lean Law Firm.

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Most Law Firms Use Just Five or Fewer Unique Software Products, Smokeball Study Says

LawSites

Document management, 47%. Practice management or case management, 34%. Document automation, 26%. Business, estate planning, and family law firms spent the most time in software, with about three in 10 spending 75% or more of their time using tech. Video conferencing, 61%. Microsoft Office suite, 53%.

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