To begin managing an estate in EstateMin, you first need to link a matter from your Clio account. This connects the Clio matter to EstateMin so you can track people, assets, debts, expenses, and more.
š How to Link a Matter
ā
From the All matters page, click the blue Link New Matter button in the top right.
Use the search bar to find the matter in your Clio account. The search queries your Clio matters in real time.
Select the matter you want to link.
Fill in the Probate/Matter Details section:
Type (required): Choose Probate, Intestate, Trust Administration, or Estate Planning (New).
State (required): Select the US state for this matter.
County (optional): Choose a county. This dropdown becomes available after you select a state.
Case ID (optional): Enter the court case identifier, if applicable.
Set which firm users will receive email notifications for matter updates (Learn more)
Click Link Matter to complete the connection.
Once linked, the matter will appear in your All matters list and you can begin adding people, assets, debts, and expenses.
āš” Note: You can only link matters that exist in your Clio account. If you don't see a matter in the search results, verify that it exists in Clio Manage.
āš§² Starting from a lead: If a prospective client came in through one of your intake links, you do not need to create the matter in Clio first. Converting the lead creates the Clio matter and links it to EstateMin in one go. See How to Convert a Lead to a Matter.
āš Client Reminders: Automated Client Reminders are switched on by default for every newly linked matter. They are no longer set while linking. Once the matter is linked, you can change them by clicking Client portals in the matter's left panel, then Portal Settings > Client reminders. Reminder emails are only sent after you invite the client to their portal (Learn more).
āLinked the wrong matter? You can remove it from EstateMin. This does not delete or change the matter in Clio. See How to Remove a Matter from EstateMin.
š¬ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.