Remove Case management Remove Document management Remove Estate planning
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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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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%. Accounting, 43%.

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

Legal Tech Monitor

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%. Accounting, 43%.

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Intake Process Template

Lawmatics

If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Documentation. Collect any necessary documents from the client and organize them in the case management system. Send a follow-up email or letter to confirm receipt of documents and outline next steps.

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Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. Case management is perhaps the largest legal tech category. Field of law: Estates and trusts.

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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

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?

Litigator 325
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Voting Is Open! Pick the 15 Finalists to Compete At Startup Alley at ABA TECHSHOW 2024 in February

Legal Tech Monitor

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?