Estateably Announces Integration with Clio to Instantly Create Probate and Estate Matters With Ease

Estateably Announces Integration with Clio to Instantly Create Probate and Estate Matters With Ease

The Estateably Team
October 12, 2023

This integration allows Estateably customers who use Clio to instantly create and populate probate matters and automate probate forms.

Montreal, Quebec, Canada — July 25, 2023 — Estateably, Canada's leading cloud-based, estate and trust administration software platform, is excited to announce its new integration with Clio—the global leader in cloud-based legal technology.

With this integration, customers of both platforms can now create probate and estate matters instantly from their Clio records. They are also able to import executor and beneficiary information into the Estateably platform, where probate forms will be automated along with accounting reports.

Clio provides lawyers with low-barrier, affordable solutions to manage and grow their firms more effectively, more profitably, and with better client experiences. It redefines how lawyers manage their firms by equipping them with the tools they need to run their firms securely from any device, anywhere. Trusted by over 150,000 legal professionals in 100+ countries and approved by 90+ bar associations and legal societies, Clio provides industry-leading security, 24/5 customer support, and an unparalleled app ecosystem—integrating with many solutions, now including Estateably.

“We’re thrilled to become an app partner in Clio’s ecosystem as the first comprehensive probate administration integration, which will provide their users with access to an award-winning platform trusted by over a thousand professionals across North America,” said Ari Brojde, co-founder and CEO of Estateably.

“We’re excited to have Estateably join our robust app ecosystem, as part of our wider vision to deliver exceptional cloud-based and client-centered experiences for our customers,” said Jonathan Watson, Chief Technology Officer at Clio. “Estateably empowers legal professionals to efficiently navigate complex processes, minimizing errors, and providing their clients with a seamless experience. This ensures that the legacy of individuals is preserved with the utmost precision and care.”

As a result of this integration, legal professionals will spend less time doing data entry and administrative work—which means fewer errors and more time to focus on clients. Additionally, legal professionals will have a better ability to manage estate assets, liabilities and accounting with powerful holdings automation and instant PDF bank statement imports.

Brojde continued, “This integration opens up a world of possibilities for practitioners of both platforms, enabling them to streamline their workflows, optimize their matter management, and enhance client interactions like never before. By harnessing the power of Estateably alongside the robust capabilities of Clio, lawyers can focus on what truly matters: delivering exceptional legal services and achieving remarkable results for their clients.”

“At our core, we believe in leveraging technology to drive innovation and advancement in the trust and estates industry. By joining forces with the world's leading practice management platform, we are equipping practitioners with the tools they need to thrive in an increasingly complex and demanding landscape,” added Brojde.

Learn more about this integration here.

About Estateably

Estateably is the leading cloud-based platform enabling professionals to streamline their estate and trust administration practices. Professionals save time through the automation of probate forms and precedent letters, the ability to manage inventory and contacts with easy-to-use accounting and one-click reports. The platform is used by over 800 firms and over 2,500 practitioners across Canada and the United States. Estateably is SOC2 Type II certified and has been voted as the top estate and trust administration software by Canadian Lawyer Magazine. Learn more at www.estateably.com

About Clio

Clio is transforming the legal experience for all by creating the world’s leading cloud-based technologies for law firms—to keep lawyers and their clients better connected throughout the legal process. Firms of all sizes and practice areas use Clio products—Clio Manage, Clio Grow, and Lawyaw—to manage firm operations, streamline billing and payments, automate legal documents, and improve client experiences. Following its US$250M Series D funding, led by TCV and JMI Equity, and its US$110M Series E investment, led by T. Rowe Price Associates, Inc. and OMERS Growth Equity, Clio has made history by becoming the first legal practice management unicorn in the world. Learn more at clio.com.

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