How Wills and Estates Firms Can Make the Most of Clio:

Join us for a live walkthrough of how to make Clio work harder for your firm. In this practical session, we’ll show you how to streamline your most common workflows using features available in Clio Manage—and walkthrough key features in Clio’s product suite that can take your firm’s efficiency even further.

Whether you’re managing complex probate files, coordinating with multiple stakeholders, or handling high-volume document drafting, this session will help you simplify the administrative burden and create space for more billable work.
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We’ll show you:

• How to keep client communication secure and compliant
• Ways to organize documents so you can find critical information instantly
• Tips for managing matters seamlessly, even when you’re not in the office