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

Sat Apr 8 13:05:45 PDT 2017

I am a solo and have used PC Law for about 13 years.  It handles
calendaring, accounting and billing.  Can run credit cards through it as
well, which has been helpful.  

Law Office of Kristin Lillquist Reeder, PLLC

PARKWOOD OFFICE CENTER

2370 130TH Ave. NE #103

Bellevue, WA 98005

(425) 861-1109 ph.

(425) 882-0313 fax

 <http://www.KLRlaw.net> www.KLRlaw.net

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Sarah Jael Dion
Sent: Friday, April 7, 2017 3:48 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Thoughts on clio for an estate planning/probate
attorney

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 <mailto:sarah at dionlaw.com> 
dionlaw.com

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On Apr 7, 2017, at 12:57 PM, jeffrey winter <jdwinter at hotmail.com
<mailto: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> 

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> 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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