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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. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Learn more here! Increased efficiency.

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LEAP Announces Integration with WealthCounsel, Providing Estate Planning Tools Directly within Its Practice Management Platform

LawSites

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

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LEAP Announces Integration with WealthCounsel, Providing Estate Planning Tools Directly within Its Practice Management Platform

Legal Tech Monitor

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

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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. An estate plan results in powers of attorney, wills, healthcare directives, and perhaps trusts.

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5 Legal Tech Solutions Your Clients Will Love

Lawyerist

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. The program then generates a video of digital you speaking the script (with your voice!), complete with moving lips, gestures, and more.

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Small Law Firm Succession Planning

Clio

In this blog, we outline essential steps to take when developing and enacting a succession plan, and how to avoid common mistakes. Having client communication, documents, and case details safe and secure in a cloud-based legal practice management system helps make the transition of power a breeze.

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Mastering macros | Tag you’re it | Public personas on trial

Legal Talk Network

Several recent Legal Talk Network episodes take deep dives into day-to-day tools and law practice management practices. Topics cover: building custom estate documents, developing tags for easier information retrieval, and managing trust accounts to reduce risk.