Claude Use Cases for Estate Planning / Probate Firm?
I work for a small local firm (less than 5 attorneys).
Our focus is Estate Planning / Probate / Trust Admin / Litigation.
Currently, we utilize Smokeball (think Clio) as our CRM and automation tool. It has various use cases including template automation for federal and state forms that they pre-built for us, which helps streamline our process a lot.
I have been seeing a lot of videos online about Claude Cowork, and my original thought was to use it for the template automation we do with Smokeball, but there is no real reason for us to switch over for that as costs are similar.
Does anyone have any other use cases im missing? I am looking for ideas geared more towards workflow optimization in our field of practice rather than marketing outreach, though I am open ears to both.
Thank you in advance