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Notes on Ohio probate practice, court form changes, and what we're building.

1 min read

EstateAssist Adds Multi-Factor Authentication

Your data security is of primary importance to us. EstateAssist is built and hosted on some of the most powerful and secure software platforms in the world, including Amazon’s AWS system. It has been…

Thom Gilman

3 min read

How many user accounts does our firm need?

User Account Rules: 1) You must start your firm account with an attorney account. That account will create your firm in the system, invite subsequent users, and serve as Administrator of your firm…

Thom Gilman

2 min read

"Push an update"

"Push an update" is the phrase we use when we change something in EstateAssist. It means that we have made an improvement to the app in a segregated platform where only our team can access and test…

Thom Gilman

2 min read

Clients Want Flat Fee Billing

The 2022 Clio Legal Trends Report has again confirmed what we all know: the billable hour is not particularly popular with clients. At 48% approval, the billable hour is almost 20 points behind flat…

Thom Gilman

But have you ever created probate docs on a tablet?

1 min read

But have you ever created probate docs on a tablet?

EstateAssist is looking sharp on the mobile screen. I do not do much data entry on a tablet, but I carry one in almost every client meeting. Being able to bring up an estate and see the status of…

Thom Gilman

2 min read

Toyota, Muda, and Legal Tech

When designing the Toyota Production System (TPS), Taiichi Ohno defined several kinds of "muda" or "waste" that manufacturing workers were experiencing. Issues like overproduction, excess inventory,…

Thom Gilman