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Legal software designed for elder law practitioners
Practicing elder law is all about communication—and you need software that keeps all of your work organized. Simplify workflows and save time with a secure client portal that lets you share messages, matter information, and invoices with clients and caregivers. Enable Clio Payments for simple, quick fee collection. Integrate with popular accounting software. And, use our simple, intuitive calendar to ensure you never miss a client meeting.
Clio features for elder law
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Case Management
Case and matter files are stored in one centralized, online location, so you never have to worry about losing track of them. Access all of your case information from a single dashboard. See real-time case developments to track who made changes and when, helping to boost collaboration across your team and with your clients.
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Document Management
Securely store your legal files all in one location for quick reference, with no limits on how many documents you can store. Instantly find what you’re looking for from anywhere with our search function.
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Billing
Create beautiful, customized invoices in minutes. Bill securely from our online portal from any device. Automate payment plans to reduce time spent on collections and speed up your cash flow.
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Payments
Give your clients the ability to pay you instantly using credit card, debit card, or eCheck. Accelerate collections by sending a secure payment link through Clio, and set up payment plans for those who need them.
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Calendar
Keep track of your entire firm’s schedule so nothing falls through the cracks. See case schedules and updates at a glance. Log more billable hours by creating time entries for every client appointment. Set custom reminders so you never miss a meeting or deadline.
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Legal Accounting
Create separate ledgers for trust and operating accounts with Clio. Generate trust accounting reports for compliance. Clio also integrates with the most popular accounting software used by law firms—QuickBooks Online and Xero.
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Elder law software FAQs
What is elder law software?
Elder law is a specialized field addressing the particular set of legal challenges faced by the elderly. Software for elder law practitioners is designed to help make your job easier by automating legal processes, case management, billing and payments, and more. Plus, access all the documents you need without hassle with our document management systems.
What are the benefits of using elder law software?
The needs of elderly clients are unique, and it’s important that you’re able to handle them in an efficient and sensitive manner. Elder law software benefits both you and the client by simplifying processes and cutting down on time spent on administrative tasks so that you can focus on the things that matter. Whether helping a client plan their estate or dealing with a case of age discrimination, software for elder law attorneys can help streamline your firm’s work.
What does elder law software do?
Clio’s case and calendar management tools are designed to help you stay organized and on top of multiple elder law client files at a time. Our built-in payments solution allows you to send bills and collect payments quickly, helping you streamline your process for billing, payment processing, and accounting for both general firm operations and trust accounts. Access any legal documents you need in seconds with our document management dashboard, so you can help your clients focus on preserving their quality of life without getting overwhelmed by paperwork.
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See how Clio's elder law software will help your law firm get organized and practice more efficiently.