The 2020 Legal Trends Report is now available. Get the latest insights here.

Does Clio Have Estate Planning Software?

Objective:

  • Do Estate Planning through Clio

Additional Information:

Answer:

Although you can use Clio Manage for Estate Planning by using commonly used fields for Estate Planning Law, currently there is not a separate software just for Estate Planning.

If you would like that to happen, please contact Support to vote for this feature. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality