Clio
MAY 12, 2025
Clio Duo prompt ideas for wills and estate lawyers: Summarize the key beneficiaries and their inheritances in [Names] will. Break down the clients estate assets into categories and calculate the total value after liabilities. Document automation software Wills and estate lawyers deal with complex, detail-heavy documents.
Clio
MARCH 31, 2025
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. You might charge a flat fee to draft a real estate contract, but bill hourly for legal advice on a land dispute relating to the same property. Sound familiar?
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Above the Law - Technology
DECEMBER 4, 2023
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.
Legal Tech Monitor
DECEMBER 4, 2023
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.
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