Starting at
$49
per month USD
Key benefits for your firm
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Real-Time Estate Overview
Manage and review people, assets, debts, expenses, with relevant files linked directly where you need them. -
Collaborate With Clients
A user-friendly client portal collects and organizes estate info automatically. -
No More Single Points of Failure
Any team member can step in, get caught up, and take next steps in minutes not hours, even if the matter owner is away.
How EstateMin works with Clio
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Manage Estates with One-click from your Clio Manage Matters
With a secure Clio sign-in and sync, EstateMin keeps your estate matters organized, accurate, and always up to date.
- Keep estates visible and updated, never miss a deadline
- 2 way contact sync so your key contacts are always up to date
- Automatically syncs all estate files to Clio documents folder
Ready to improve your workflow with EstateMin and Clio? Get Started
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Helpful resources
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Getting set up
For information on how to get the Clio integration with EstateMin started, please review this help resource.
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Security and privacy policy
Please find EstateMin’s Terms of Service and Privacy Policy.
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Additional support
For additional support please reach out to EstateMin at [email protected]