Are there any estate planning attorneys out there that use DayLite? I'm concerned whether this program would be applicable to my practice.

Thanks.

Yes. I recently began using DayLite (and Billings) in my estate planning practice. I'm just scratching the surface but have developed a pipeline (still massaging this) for estate planning and for estate administration. Also, for estate litigation, I am developing a reverse action template for an order to show cause.

I find it very useful, since I can include email from clients, as well as link to the documents I am working with.

I can see where some custom modules would be useful, such as for walking through a client interview and capturing more client information into the database.

Drop me a line and perhaps we can share ideas.

Stephen J. Hyland
www.stephenhyland.com

I'd be interested in hearing/seeing how you are both using Daylite in your EP practice. I've been using Daylite for a few months now. I've only scratched the surface of what it can do.

I really like the ability to link emails and files to clients and projects.

I would be interested in looking at any pipelines and sharing what I've done.

Hans Tinkler
www.hmtlawoffice.com

I too would be interested in seeing/hearing how Daylite can be best used in an EP practice.

Anyone willing to share some activity sets and pipelines?

Roberto Gonzalez-Sarver
gnzlaw.com