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<p class="MsoNormal"><a name="_MailEndCompose">Hi Sarah,<o:p></o:p></a></p>
<p class="MsoNormal"><span style="mso-bookmark:_MailEndCompose"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_MailEndCompose">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
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_MailEndCompose"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#984806">Sincerely,</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#1F497D"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:14.0pt;font-family:"Helvetica",sans-serif;color:#984806">Derek W. Jensen,
</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#984806">JD, LLM</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#984806">Managing Attorney</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#1F497D"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#1F497D"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#17365D"><img width="191" height="63" style="width:1.9895in;height:.6562in" id="yiv2260976817Picture_x0020_1" src="cid:image001.png@01D2B2A8.2A97B180" alt="New Logo.tif"></span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#1F497D"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Jensen Law Office, PLLC</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">1833 N 105<sup>th</sup> St., Suite 301</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Seattle, WA 98133</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Tel: 206-</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#990000">547</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">-1412</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Fax: (206)
</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#990000">770-6524</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#1F497D"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">8201 164th Ave NE, Suite 200</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Redmond, WA 98052</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Tel: (425) 698-2214</span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Find us on the web at:
</span></span><a href="http://www.jensenestatelaw.com/" target="_blank"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif">www.jensenestatelaw.com</span></span><span style="mso-bookmark:_MailEndCompose"></span></a><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:#1F497D"> </span></span><span style="mso-bookmark:_MailEndCompose"><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></span></p>
<p class="MsoNormal" style="background:white"><span style="mso-bookmark:_MailEndCompose"><span style="font-size:8.0pt;font-family:"Helvetica",sans-serif;color:maroon">NOTICE: This e-mail message and all attachments transmitted with it may contain legally privileged
and confidential information intended solely for the use of the addressee. If you are not the intended recipient, you are hereby notified that any reading, dissemination, distribution, copying, or other use of this message or its attachments is strictly prohibited.
If you have received this message in error, please notify the sender immediately by electronic mail or by telephone (206) 547-1412 and delete this message and any copies or backups. Thank you.</span></span><span style="mso-bookmark:_MailEndCompose"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-bookmark:_MailEndCompose"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Sarah Jael Dion<br>
<b>Sent:</b> Friday, April 7, 2017 3:48 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Thoughts on clio for an estate planning/probate attorney<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks, Jeff Winter and Krista MacLaren! Very helpful! Have a great weekend!<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Sarah Jael Dion<br>
<br>
Dion Law PLLC<span class="apple-tab-span">
</span><br>
206-550-4005<br>
<a href="mailto:sarah@dionlaw.com">sarah@dionlaw.com</a><br>
dionlaw.com<br>
<br>
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>
<br>
<br>
<br>
<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
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<p class="MsoNormal">On Apr 7, 2017, at 12:57 PM, jeffrey winter <<a href="mailto:jdwinter@hotmail.com">jdwinter@hotmail.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">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.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Jeff Winter<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Law Office of Jeffrey D. Winter, P.S.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">604 N. Main St.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Ellensburg, WA 98926<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b><span class="apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span class="apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
on behalf of Krista MacLaren <<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a>><br>
<b>Sent:</b><span class="apple-converted-space"> </span>Friday, April 7, 2017 10:10 AM<br>
<b>To:</b><span class="apple-converted-space"> </span>wsba probate & trust<br>
<b>Subject:</b><span class="apple-converted-space"> </span>Re: [WSBAPT] Thoughts on clio for an estate planning/probate attorney<span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt">Sarah,<br>
<br>
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>
<br>
Krista J. MacLaren<br>
Attorney at Law<br>
Northgate Executive Center II<br>
9725 3rd Ave NE, Suite 600<br>
Seattle, WA 98115<br>
(206)523-6116<br>
<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a><br>
<br>
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>
<br>
> On Apr 7, 2017, at 9:08 AM, Sarah Jael Dion <<a href="mailto:sarah@dionlaw.com">sarah@dionlaw.com</a>> wrote:<br>
><span class="apple-converted-space"> </span><br>
> Hi all-<br>
><span class="apple-converted-space"> </span><br>
> 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>
><span class="apple-converted-space"> </span><br>
> Are people happy with it? Are there hidden costs? What’s the downside?<span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
> I would be very grateful for thoughts, positive or negative.<span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
> I am quite sure this has been discussed previously, but my searches of the archives didn’t pull anything up!<br>
><span class="apple-converted-space"> </span><br>
> Thanks!!<br>
><span class="apple-converted-space"> </span><br>
> Sarah Jael Dion<br>
><span class="apple-converted-space"> </span><br>
> Dion Law PLLC <span class="apple-converted-space"> </span><br>
> 206-550-4005<br>
><span class="apple-converted-space"> </span><a href="mailto:sarah@dionlaw.com">sarah@dionlaw.com</a><br>
><span class="apple-converted-space"> </span><a href="http://dionlaw.com/">dionlaw.com</a><br>
><span class="apple-converted-space"> </span><br>
> 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.<span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
><span class="apple-converted-space"> </span><br>
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<p class="MsoNormal" style="margin-top:15.0pt;line-height:10.5pt"><span style="font-size:10.5pt;font-family:"Segoe UI",sans-serif;color:#666666"><a href="http://mailman.fsr.com/">mailman.fsr.com</a><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-top:15.0pt;line-height:15.0pt"><span style="font-size:10.5pt;font-family:"Segoe UI",sans-serif;color:#666666">WSBAPT is a discussion group for Washington State estate planning, probate and trust administration practitioners.
In this group participants can share questions and ...<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Helvetica",sans-serif">_______________________________________________<br>
WSBAPT mailing list<br>
</span><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style="font-size:10.5pt;font-family:"Helvetica",sans-serif">WSBAPT@lists.wsbarppt.com</span></a><span style="font-size:10.5pt;font-family:"Helvetica",sans-serif"><br>
</span><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style="font-size:10.5pt;font-family:"Helvetica",sans-serif">http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p>
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