[WSBAPT] Thoughts on clio for an estate planning/probate attorney

Sarah Jael Dion sarah at dionlaw.com
Fri Apr 7 09:56:10 PDT 2017


Thanks, Teunis!

Sarah Jael Dion

Dion Law PLLC					
206-550-4005
sarah at dionlaw.com
dionlaw.com

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> On Apr 7, 2017, at 9:47 AM, Teunis J. Wyers <teunisj at wyerslawpc.com> wrote:
> 
> I am almost exclusively an estate planning and probate attorney. I have been using Clio for about 6 years. I can't think of any major complaints.  Customer support is good, which was NOT the case with Amicus. One attorney and three staff members.
> 
> On Fri, Apr 7, 2017 at 9:08 AM, Sarah Jael Dion <sarah at dionlaw.com <mailto:sarah at dionlaw.com>> wrote:
> Hi all-
> 
> I’m in my third year of a solo practice, and find myself spending more time than I should be on administrative tasks. Are there any estate planning/probate attorneys here who use clio to manage their practice?
> 
> Are people happy with it? Are there hidden costs? What’s the downside?
> 
> I would be very grateful for thoughts, positive or negative.
> 
> I am quite sure this has been discussed previously, but my searches of the archives didn’t pull anything up!
> 
> Thanks!!
> 
> Sarah Jael Dion
> 
> Dion Law PLLC
> 206-550-4005 <tel:206-550-4005>
> sarah at dionlaw.com <mailto:sarah at dionlaw.com>
> dionlaw.com <http://dionlaw.com/>
> 
> This message is private or privileged. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else.
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> -- 
> Teunis J. Wyers @ Wyers|Wyers, Attorneys
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