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Legal software for estate planning law
Estate planning 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.
Clio features for estate planning law
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Matter Management
Get rid of filing cabinets, clutter, and missing files when case and matter files are stored in a centralised, online environment.
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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, customisable invoices in seconds.
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Calendar
Keep track of your whole 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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