Case management Document management Estate planning 
Lawmatics
JUNE 8, 2023
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.
LawSites
MAY 16, 2023
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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Legal Tech Monitor
MAY 16, 2023
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%.
Lawmatics
JUNE 25, 2024
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.
Attorney at Work
JANUARY 27, 2022
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.
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?
Legal Tech Monitor
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?
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