Legal software for estate planning law
Estate planning practices are booming—and you need software that will keep up. With integrated calendaring, time tracking and invoicing, online payments, and cloud-based document and matter management, Clio will make life more enjoyable for both you and your clients, from wherever you are.
Clio features for estate planning
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Case Management
Get rid of filing cabinets, clutter, and missing files 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 payments, and process credit card transactions with Clio before your client leaves your office.
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Calendar
Keep track of your entire firm’s schedule so nothing falls through the cracks.
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Time Tracking
Easily track your time on any task and associate it to a client's matter.
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Get started today
See how Clio's estate planning law software can help your firm get organized and practice more efficiently.