e-filing e-records Estate planning 
Rocket Matter
APRIL 15, 2025
Get free e-book A founding partner at your firm becomes incapacitated, passes away, or decides to retire after decades of practice. Organize all business records in one place Keep essential items like insurance policies, lease agreements, and staff contact info in one secure, easy-to-access location.
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?
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Attorney at Work
SEPTEMBER 8, 2022
If your estate planning clients or divorce clients need life insurance, put life insurance agents you personally know on your list. Keep some note cards and stamps in your desk, and send the note (again, if your client says it’s okay) to your referral source as the last step in opening your file. What you can do for them.
Attorney at Work
JANUARY 11, 2022
Trellis lets you search state court dockets to better understand your judge, opposing counsel and the opposing party by analyzing their historical record. These applications function like the macOS Finder and Windows Explorer but with advanced DMS features such as document check in/out, secure file sharing, and a client portal.
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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