Key benefits for your firm
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
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
Media gallery
Getting set up
If you need detailed instructions on connecting EstateMin to Clio, you may visit this site.
Security and privacy policy
We are committed to protecting your privacy.
View EstateMin’s privacy policy, terms of service and security policy.
Additional support
For additional support please reach out to EstateMin at info@estatemin.com