EstateMin

How to Remove a Matter from EstateMin

Editing Matter Details After Linking

Learn how to link a Clio matter to EstateMin, set the matter type and state, and choose who receives email notifications.

How to Link a Matter to EstateMin

Estate Planning Matters in EstateMin

How to Use Matter Review

How to Set Default and Additional States

Link, edit, and manage matters in EstateMin, from setup through review and defaults.

Matter Management

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