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Essential Tools for Virtual Estate Planning Attorneys

Clio

Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options. Calendar syncing : Avoid missed deadlines for probate filings or trust administration by syncing key dates across your teams calendars and client matters.

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Invoice Management for Real Estate Law Firms

Clio

Picture this: You’re advising a client on their real estate closing documents while your phone buzzes with urgent calls from another client facing zoning issues. Whether your firm handles residential property matters or navigates complex commercial real estate law, effective invoice management is crucial to your success.

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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

Finally, we will directly target clients (enterprises and government agencies) with the idea that our track record would help become their preferred partners. Does not have any actionable estate planning elements. Slow, not guaranteed to work, and incapable of doing important estate planning like trusts or PoDs.

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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

Finally, we will directly target clients (enterprises and government agencies) with the idea that our track record would help become their preferred partners. Does not have any actionable estate planning elements. DCS: records ‘instructions’ from grantor and can help send court orders to custodians to try and close out an estate.