Clio
MAY 12, 2025
As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Learn more here!
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.
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LawSites
MAY 16, 2023
Document management, 47%. Practice management or case management, 34%. Reputation management, 10%. 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%.
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.
Rocket Matter
APRIL 15, 2025
Because the firm has an established succession plan, their client cases are reassigned quickly, preventing case management from turning into chaos. Why Every Law Firm Should Have a Succession Plan Even though not all U.S. Thats where legal case management software becomes a game-changer.
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?
Rocket Matter
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent.
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