Estate Planning Law Software

  • 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

    • 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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