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%. 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%.
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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.
Legal Tech Monitor
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%.
Lawmatics
JULY 9, 2024
Estate planning intake form. An estate planning intake form would focus on gathering information about the client's assets, beneficiaries, and wishes regarding the distribution of property, as well as preferences for guardianship, healthcare directives, and powers of attorney. Collaborative.
Rocket Matter
DECEMBER 10, 2024
For example, cloud-based practice management software like Rocket Matter gives you remote access, streamlined case management, and file sharing, all of which are designed to make your legal workflows more efficient. Technology that doesnt solve a pain point or drive efficiency, however, is a waste of investment.
Lawmatics
JUNE 25, 2024
If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Collect any necessary documents from the client and organize them in the case management system. Examples include personal injury, family law, corporate clients, criminal defense, estate planning, and more.
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