Offer clients an automated, online estate planning experience
Available in the United States
Starting at $100 per month USD

Key benefits for your firm

  • Engage More Leads

    Too 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 Practice

    Our 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 Marketing

    Spend 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.

Ready to improve your workflow with Rest and Clio? Get Started

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