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

[Sarah Jael Dion]

Thanks, Jeff Winter and Krista MacLaren! Very helpful! Have a great weekend!

Sarah Jael Dion

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

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> On Apr 7, 2017, at 12:57 PM, jeffrey winter <jdwinter at hotmail.com> wrote:
> 
> Everyone's needs are different -- I seem to be getting by with Google drive just fine. if what you are looking for is a cloud-based system for file management, you may check that out.  I tried Clio, but it seemed like overkill for what I needed.  I'm also solo estate planning/probate/transactions.
> 
> Jeff Winter
> 
> Law Office of Jeffrey D. Winter, P.S.
> 604 N. Main St.
> Ellensburg, WA 98926
> 
> 
> From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of Krista MacLaren <kjm.inc at mac.com <mailto:kjm.inc at mac.com>>
> Sent: Friday, April 7, 2017 10:10 AM
> To: wsba probate & trust
> Subject: Re: [WSBAPT] Thoughts on clio for an estate planning/probate attorney
>  
> Sarah,
> 
> I also do exclusively estate planning and probate, and I’m a solo, no staff or anything.  I tried Clio and it was fine, I don’t recall why I decided against it.  I preferred CosmoLex, which I have used for several years now, and I am still very happy with it.  One thing I prefer about CosmoLex is that I didn’t like using Quickbooks (My Mac version was quite old, and I was being forced to move to the online version which I had heard negative things about), and CosmoLex has its own built-in accounting system that works really well.  I did recently start using a bookkeeper who is certified with CosmoLex, and she cleaned up my chart of accounts and fixed entries that I had done that weren’t accurate from an accounting perspective.  I still probably spend too much time on administrative things, but I would never give up CosmoLex (or practice management software of some kind) while continuing my practice.  CosmoLex, like Clio (or so I hear), also has excellent customer service.
> 
> Krista J. MacLaren
> Attorney at Law
> Northgate Executive Center II
> 9725 3rd Ave NE, Suite 600
> Seattle, WA 98115
> (206)523-6116
> kjm.inc at mac.com <mailto:kjm.inc at mac.com>
> 
> Please note, as with most email providers, Mac does not encrypt email messages.  Accordingly, the confidentiality of messages sent to this address cannot be assured.  This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information.  If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. 
> 
> > On 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
> > 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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