Key benefits for your firm
Supercharge your data inputs
Instantly create an estate matter with deceased, executor and beneficiary information copied over from Clio.
Estate accounting, simplified
Easily manage estate assets, liabilities and accounting with powerful holdings automation and instant PDF bank statement imports.
One-click, court-formatted reporting
Generate court formatted and informal reports with a single click. Create compensation reports, passing of accounts and national fiduciary standard accounting reports in seconds.
How Estateably | Probate Administration & Fiduciary Accounting Software works with Clio
Instantly create probate and estate matters from your Clio records.
With Estateably’s Clio integration, you are able to:
- Instantly create and populate a probate matter with deceased information
- Import executor and beneficiary information into Estateably
- Automate probate forms, accounting reports and more with no double-entry
Media gallery
Getting set up
Please visit https://calendly.com/d/cmbr-45b-k93
Security and privacy
We are committed to protecting your privacy.
View Estateably’s privacy policy and terms of service.
View Clio’s privacy policy and terms of service.
Additional support
To learn more please visit https://support.estateably.com/hc/en-ca/sections/15110579509012-Clio-Integration
Or email sales@estateably.com or estateably.com/contact-us
For support please email Estateably support at support@estateably.com or visit support.estateably.com