Guided client portals
Bring people, assets, debts and documents into one client experience. Clients can save progress and return later.
Client intake
Intake your clients actually finish.
Clients complete intake on their phone or computer, at their own pace. Progress saves automatically, they log in with a secure link instead of a password, and they upload documents straight to the right asset. If they go quiet, EstateMin follows up on your firm’s reminder schedule, so your staff doesn't have to.
Built around your workThe details that make
The details that make
the day easier.
Your firm’s questionnaires
Build reusable questionnaires, publish them and assign them to client portals. Review completed answers with the matter.
Planning decision makers
Capture ordered choices for executor, powers of attorney, healthcare and applicable trustee or guardian roles in estate-planning matters.
Configurable reminders
Choose reminder cadence and limits for your firm. Check client progress and follow up where it is needed.
Review submitted details
Review client-submitted estate information before importing changes into the estate record.
Lead intake links
Ask about shareable intake links that collect new enquiries and support review before conversion to a Clio matter.
Questionnaire and lead-intake availability can vary by firm. Decision-maker collection supports estate-planning matters with Clio; the recorded choices are inputs to your legal work.