<html><head><meta http-equiv="Content-Type" content="text/html charset=windows-1252"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Thanks, Jeff Winter and Krista MacLaren! Very helpful! Have a great weekend!<div class=""><br class=""><div class="">
Sarah Jael Dion<br class=""><br class="">Dion Law PLLC<span class="Apple-tab-span" style="white-space: pre;"> </span><br class="">206-550-4005<br class=""><a href="mailto:sarah@dionlaw.com" class="">sarah@dionlaw.com</a><br class="">dionlaw.com<br class=""><br class="">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. <br class=""><br class=""><br class=""><br class=""><br class="">
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<br class=""><div><blockquote type="cite" class=""><div class="">On Apr 7, 2017, at 12:57 PM, jeffrey winter <<a href="mailto:jdwinter@hotmail.com" class="">jdwinter@hotmail.com</a>> wrote:</div><br class="Apple-interchange-newline"><div class=""><div id="divtagdefaultwrapper" dir="ltr" style="font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-size: 12pt; font-family: Calibri, Arial, Helvetica, sans-serif;" class=""><div style="margin-top: 0px; margin-bottom: 0px;" class="">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.</div><div style="margin-top: 0px; margin-bottom: 0px;" class=""><br class=""></div><div style="margin-top: 0px; margin-bottom: 0px;" class="">Jeff Winter</div><div style="margin-top: 0px; margin-bottom: 0px;" class=""><br class=""></div><div style="margin-top: 0px; margin-bottom: 0px;" class="">Law Office of Jeffrey D. Winter, P.S.</div><div style="margin-top: 0px; margin-bottom: 0px;" class="">604 N. Main St.</div><div style="margin-top: 0px; margin-bottom: 0px;" class="">Ellensburg, WA 98926</div><br class=""><br class=""><div style="" class=""><div class=""><hr tabindex="-1" style="display: inline-block; width: 781.046875px;" class=""><div id="x_divRplyFwdMsg" dir="ltr" class=""><font face="Calibri, sans-serif" style="font-size: 11pt;" class=""><b class="">From:</b><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" class="">wsbapt-bounces@lists.wsbarppt.com</a><span class="Apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" class="">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Krista MacLaren <<a href="mailto:kjm.inc@mac.com" class="">kjm.inc@mac.com</a>><br class=""><b class="">Sent:</b><span class="Apple-converted-space"> </span>Friday, April 7, 2017 10:10 AM<br class=""><b class="">To:</b><span class="Apple-converted-space"> </span>wsba probate & trust<br class=""><b class="">Subject:</b><span class="Apple-converted-space"> </span>Re: [WSBAPT] Thoughts on clio for an estate planning/probate attorney</font><div class=""> </div></div></div><font size="2" class=""><span style="font-size: 10pt;" class=""><div class="PlainText">Sarah,<br class=""><br class="">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.<br class=""><br class="">Krista J. MacLaren<br class="">Attorney at Law<br class="">Northgate Executive Center II<br class="">9725 3rd Ave NE, Suite 600<br class="">Seattle, WA 98115<br class="">(206)523-6116<br class=""><a href="mailto:kjm.inc@mac.com" class="">kjm.inc@mac.com</a><br class=""><br class="">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.<span class="Apple-converted-space"> </span><br class=""><br class="">> On Apr 7, 2017, at 9:08 AM, Sarah Jael Dion <<a href="mailto:sarah@dionlaw.com" class="">sarah@dionlaw.com</a>> wrote:<br class="">><span class="Apple-converted-space"> </span><br class="">> Hi all-<br class="">><span class="Apple-converted-space"> </span><br class="">> 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?<span class="Apple-converted-space"> </span><br class="">><span class="Apple-converted-space"> </span><br class="">> Are people happy with it? Are there hidden costs? What’s the downside?<span class="Apple-converted-space"> </span><br class="">><span class="Apple-converted-space"> </span><br class="">> I would be very grateful for thoughts, positive or negative.<span class="Apple-converted-space"> </span><br class="">><span class="Apple-converted-space"> </span><br class="">> I am quite sure this has been discussed previously, but my searches of the archives didn’t pull anything up!<br class="">><span class="Apple-converted-space"> </span><br class="">> Thanks!!<br class="">><span class="Apple-converted-space"> </span><br class="">> Sarah Jael Dion<br class="">><span class="Apple-converted-space"> </span><br class="">> Dion Law PLLC <span class="Apple-converted-space"> </span><br class="">> 206-550-4005<br class="">><span class="Apple-converted-space"> </span><a href="mailto:sarah@dionlaw.com" class="">sarah@dionlaw.com</a><br class="">><span class="Apple-converted-space"> </span><a href="http://dionlaw.com/" class="">dionlaw.com</a><br class="">><span class="Apple-converted-space"> </span><br class="">> 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. 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In this group participants can share questions and experiences, and can discuss planning techniques or the latest legal developments.<br/><br/>Subscribe to WSBAPT by filling out the following form. You will be sent email requesting confirmation, to prevent others from gratuitously subscribing you. This is a private list, which means that the list of members is not available to non-members." style="display: block; color: rgb(102, 102, 102); font-weight: normal; font-family: wf_segoe-ui_normal, 'Segoe UI', 'Segoe WP', Tahoma, Arial, sans-serif; font-size: 14px; line-height: 20px; max-height: 100px; overflow: hidden;" class="">WSBAPT is a discussion group for Washington State estate planning, probate and trust administration practitioners. 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In this group participants can share questions and experiences, and can discuss planning techniques or the latest legal developments.<br/><br/>Subscribe to WSBAPT by filling out the following form. You will be sent email requesting confirmation, to prevent others from gratuitously subscribing you. This is a private list, which means that the list of members is not available to non-members." style="display: block; color: rgb(102, 102, 102); font-weight: normal; font-family: wf_segoe-ui_normal, 'Segoe UI', 'Segoe WP', Tahoma, Arial, sans-serif; font-size: 14px; line-height: 20px; max-height: 100px; overflow: hidden;" class="">WSBAPT is a discussion group for Washington State estate planning, probate and trust administration practitioners. 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