Smokeball

Claude Use Cases for Estate Planning / Probate Firm?

I work for a small local firm (less than 5 attorneys). Our focus is Estate Planning / Probate / Trust Admin / Litigation. Currently, we utilize Smokeball (think Clio) as our CRM and automation tool. It has various use cases including template automation for federal and state forms that they pre-built for us, which helps streamline our process a lot. I have been seeing a lot of videos online about Claude Cowork, and my original thought was to use it for the template automation we do with Smok

Smokeball and Thomson Reuters Partner to Create the Premier Legal Technology Ecosystem - Legal Reader

Legal Reader

CaretLegal v. Smokeball

I have been with CaretLegal for 7 years now and it has worked pretty well for my needs. I have a small family law firm and we generally use Caret for our matters, email, billing and trust accounting. I don’t use their business accounting because it is hot garbage and we use NetDocuments for our DMS. I feel like we are not capturing all of our time and the NetDocuments integration has stopped working properly so I am considering a change. I have read good things and bad things about Smokeball.

Worldox to Smokeball conversion, or other viable offerings?

One of my smaller clients, a 5 man law firm, has been using Worldox since its inception. The firm was bought out by a larger firm down-state a couple years ago. With recent fears Worldox is going to somehow implode at the end of the year, there has been discussion to transition the data out. I've advised the small firm to continue to use Worldox, as its self hosted and maintained on VMs I manage for them. The lawyers using it are in their 70s are will be retiring soon anyway. The acquiring

MyCase Alternatives

Want to start this off by saying that I love MyCase…when it works. I use it for case management, accounting, advance document automation, and website hosting. I bought into the ecosystem from the get go when creating my firm, and it has really helped in speeding things up. However, I have been having a lot of issues lately with their document automation glitching, and this is causing huge issues for me. My practice is built on being able to automate documents to speed up workflow, and this g