EstateMin

Learn how to add, edit, share, and review key files on the Estate Files tab, and how attachments sync to Clio.

How to Manage Key Files

Learn how EstateMin documents and accepted questionnaires are stored and linked in Clio.

How Documents Are Stored and Linked in Clio

Learn how to create default key files for each matter type and control what clients can view or upload in the client portal.

How to Create Default Key Files

Upload documents and review EstateMin's suggested updates for people, assets, debts, and expenses before applying them.

Using Document Extraction to update a matter

Upload, view, and manage key estate documents and how they sync with Clio.

Estate Files & Documents

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