Wealth Docx® Integrates with Clio®

Estate Planning

A simpler way to draft.

Wealth Docx is cloud-based document drafting software that allows you to create world-class estate planning documents anywhere, on any device. This integration allows you to seamlessly transition between your practice management data and client drafting reducing the amount of data entry required for each client and improving your drafting accuracy and workflow.

Comprehensive Drafting

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