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Essential Tools for Virtual Estate Planning Attorneys

Clio

E-signature-ready packages: Create, review, and send complete document sets for secure e-signature in just a few clicks. Document generation and e-signature: Quickly draft and send engagement letters, wills, and POAs for secure e-signature no printing needed. Higher client satisfaction. Better document integrity.

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Highlights from the 2023 Legal Trends for Mid-Sized Law Firms Report

Clio

They are less likely to prefer working at home or meeting colleagues or clients virtually—yet these preferences are at odds with modern clients, who prefer virtual meetings over in-person meetings. Note: Clio only records and reports on application usage.

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Highlights from the 2023 Legal Trends for Mid-Sized Law Firms Report

Clio

They are less likely to prefer working at home or meeting colleagues or clients virtually—yet these preferences are at odds with modern clients, who prefer virtual meetings over in-person meetings. Note: Clio only records and reports on application usage.

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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. For example, an online calendar tool allows clients to book meetings with you at their convenience.