Remove e-records Remove Time-tracking Remove Virtual Meeting
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Essential Tools for Virtual Estate Planning Attorneys

Clio

Task tracking and automation : Stay on top of critical steps like document signing, court filings, and follow-ups with automated task lists and reminders for each estate plan or probate matter. Easily manage flat fees, hourly rates, or retainers with built-in tools that keep your billing organized, accurate, and easy to track.

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Law Firm Economics: The Complete Guide

Clio

Make sure to clearly record your fixed and variable expenses as part of your law firm’s budget so that you have a clear view of all outgoing cash. To gain additional ROI insights, you should dive into your firm’s different processes and evaluate whether you’re receiving a good return on the time or money invested.