Everplans is a digitial vault that we offer to all of our clients free of charge. It allows you to store all of your documents in one place and then share access to those documents with anyone you choose.
Clio.com is our practice management software. With it, we can share documents with you and track all billing. It also allows us to communicate in a secure environment.
Intake 123 is an online forms tool that we use information we need to prepare real estate and estate planning documents. You can access and update the forms that you submit by logging into their site.