If you are using a Mac in your estate planning practice, here is a great article about how one of your colleagues integrated the software, Daylite, into her practice for client and case management: http://www.applebriefs.com/2008/01/06/review-daylite-in-an-estate-planning-practice/
Here is what the author outlined as the primary requirements for CRM in the estate planning practice:
- Manage contact information, including client data
- Manage appointments and to-do items
- Automatically create to-do items associated with each stage in the estate planning process
- Keep track of all meetings and communications with each contact
- Keep track of all documents associated with each contact
I would agree that these are the fundamental requirements. While I usually recommend TimeMatters software for the estate planning practice, this article provides valuable information for those who are working on the Mac platform. The author discovered, after reading the manual and asking some questions, that Daylite could easily handle these functions.
A single-user license for Daylite can be purchased for approximately $120 from MacMall: http://www.macmall.com/s?rch&q=Daylite&includeImage=true
