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. Learn more here!
Rocket Matter
APRIL 15, 2025
Get free e-book A founding partner at your firm becomes incapacitated, passes away, or decides to retire after decades of practice. Include your firm in your estate plan Leave instructions for your family and executor regarding your firm's succession plan. Prepare electronic and hard copies for extra protection.
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Rocket Matter
SEPTEMBER 9, 2022
E-signatures had a market share of $3 billion in 2021. With the e-signature market expected to skyrocket to $35.03 Along with e-signatures, secure file-sharing is a must for law firms. Here are seven reasons that just might convince you to implement file-sharing and e-signature technology at your law firm.
Above the Law - Technology
DECEMBER 4, 2023
Our customers provide services in a range of different practice areas including corporate & commercial (business law), M&A, IP, family law, employment and labour, commercial lending, commercial and residential real estate, estate planning & trusts, entertainment law, and more. Who are your competitors?
Attorney at Work
APRIL 20, 2022
Your e-newsletter shouldn’t be stuffy, stilted or “salesy.” Use empathy in your writing, especially in more sensitive niches, such as elder law and estate planning. Follow a Basic E-newsletter Format. Numbers and action verbs can also add punch: Example: 7 Ways NOT to File a Car Accident Claim.
Attorney at Work
SEPTEMBER 8, 2022
If your estate planning clients or divorce clients need life insurance, put life insurance agents you personally know on your list. Keep some note cards and stamps in your desk, and send the note (again, if your client says it’s okay) to your referral source as the last step in opening your file. What you can do for them.
Attorney at Work
JANUARY 11, 2022
Web apps have come a long way since then but when working with Word documents and other files, desktop apps still have significant advantages because they can leverage technologies in the underlying operating system. For example, it automatically tags and summarizes documents, and files them into the correct folder.
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