Will and estate software that will leave a legacy.

Where there’s a will, there’s Clio.

Wills and estates practices are booming—and you need a software solution that will keep up. With integrated calendaring, time tracking and invoicing, online payments, and cloud-based document and matter management from wherever you are, Clio will make life more enjoyable for both you and your clients. #YOLO

Clio Case Practice Management Software

The world’s leading Will and Estate software includes:

Matter Management
Get rid of filing cabinets, clutter, and missing files when case and matter files are stored in a centralized, online environment.
Document Management
Securely store your legal files all in one location for quick reference.
Create beautiful, customizable invoices in seconds.
Easily request trust or other types of payment, and process a credit card payment with Clio before your client leaves your office.
Keep track of your whole firm’s schedule so nothing falls through the cracks.
Time Tracking
Easily track your time on any task and associate it to a client's matter.
Clio Law Practice Management Software - Will and Estates

Many moving pieces, one concentrated Clio.

Streamline your processes by letting Clio handle the ins and outs of your daily tracking, invoicing, document management and integration with popular legal applications.

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Have questions? Our team is here to help. Call 1-888-858-2546

Monday to Friday from 8 am to 8 pm EST.