- CLIO MANAGE
Key benefits for your firm
Engage More LeadsToo many prospective clients need more help understanding the value of planning their estate with a professional. Let us spend time educating potential clients so that they are ready to plan once they speak to you.
Differentiate Your PracticeOur straightforward customer dashboard allows you to co-brand with your firm’s name and provide your clients a more tailored estate planning experience.
Spend Less on MarketingSpend less time (and money) chasing leads that aren’t serious about your services. Find clients that value your services. Qualify and educate potential clients.
How Rest works with Clio
Rest enables attorneys to collaborate with clients online by offering a step-by-step onboarding portal. Capture intake data for drafting in a digital-friendly format like online competitors and sync it with drafting software and practice management tools- like Clio.