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

Tue Apr 11 09:57:29 PDT 2017

Hi Sarah,

Over the years I have used/evaluated a number of different systems. I suggest you look into CaseFox. I like its price, but what originally drew me to it was its legal billing capabilities including integration with LawPay, Quickbooks & Xero. I use it for billing and tracking my IOLTA account; however, it has a number of other case management features. I

Sincerely,

Derek W. Jensen, JD, LLM
Managing Attorney

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Jensen Law Office, PLLC
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Seattle, WA 98133
Tel: 206-547-1412
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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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