Everything you need, in seven short videos.
For the quickest start, open EstateMin alongside these videos and walk through each step as you watch.
7
Chapters
28 min
Start to finish
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1. Getting Set Up
https://share.descript.com/embed/k56LiNnjYdz
Sign in with Clio and set your firm up once — logo, matter defaults, key files and client portal branding.
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2. Linking Your First Matter
https://share.descript.com/embed/bA750nG65xr
How to link and set up your first matter in EstateMin.
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3. The Estate Overview
https://share.descript.com/embed/8Kaz14jPKQi
Where the people, assets, debts and expenses of an estate live — and how to work with them.
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4. The Client Portal
https://share.descript.com/embed/1jeLAYweeTa
Invite clients to gather information, then review everything before it reaches the estate.
You can also build customised questionnaires to collect exactly what you need about the client and their estate and use them in the portal — watch [Client Questionnaires](#client-questionnaires-and-decision-makers) first to see how they work.
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5. Document Extraction
https://share.descript.com/embed/NGFWa89gTNk
Drop in documents and let EstateMin pull out the people, assets, debts and expenses.
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6. Files, Deadlines, Forms & Review
https://share.descript.com/embed/8xNjNTBKAJv
Key files, deadlines that sync to Clio, court forms, and the matter review checklist.
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7. Client Questionnaires and Decision Makers
Build reusable questionnaires, assign them to a client portal and review what comes back — plus recording who your client has in mind for each key role.