Elder Law Software

  • Graphic shows legal software managing different areas of a law practice

    Legal software designed for elder law practitioners

    The practice of elder law is all about communication—and you need software that keeps it all organized. Simplify workflows and save time with a secure client portal that lets you share messages, matter information, and invoices with clients and caregivers. Enable Clio Payments for simple, quick fee collection. Integrate with popular accounting software. And, use our simple, intuitive calendar to ensure you never miss a client meeting.

    • Clio features for elder law

    Clio’s legal software shows a list of legal matters

    • Case Management

      Get rid of filing cabinets, clutter, and missing documents when case and matter files are stored in a centralized, online location.

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    • Document Management

      Securely store your legal files all in one location for quick reference.

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    • Billing

      Create beautiful, customized invoices in minutes.

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    • Payments

      Easily request trust or other types of payment, and process credit card transactions with Clio.

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    • Calendar

      Keep track of your entire firm’s schedule so nothing falls through the cracks.

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    • Legal Accounting

      Clio integrates with the most popular accounting software used by law firms—QuickBooks Online and Xero.

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