Built for Elder Law & Estate Planning Firms
Systems and analytics consulting designed around document-heavy matters, sensitive family situations, and coordination with the other professionals in a client's life.
All engagements begin with a complimentary 30-minute discovery call.
The Challenges Elder Law Firms Face
Trusts, powers of attorney, and guardianships generate a lot of paper — and a lot of ways for a matter to fall through the cracks.
Document-Heavy Matter Tracking
Trusts, wills, and powers of attorney scattered across folders instead of tied to a single matter record.
Disconnected Client Intake
Urgent, sensitive family situations start with an intake process that doesn't connect to the rest of the firm's systems.
Coordinating With Other Professionals
DMMs, financial advisors, and care managers are often involved in the same case, with no shared system to coordinate through.
Billing Disconnected From Case Management
Time tracking and billing live apart from matter management, creating extra work at the end of every month.
No Clear View of Matter Status
It's hard to know at a glance where every open matter stands without checking with each attorney individually.
How We Help
Systems Built Around How Your Firm Works
From a first assessment to a fully custom build-out, we design and build systems scoped to your firm's specific situation.
Assessment & Roadmap
A deep-dive review of your intake, matter management, and document workflows — where time is lost, and what a better system would look like. Delivered as a written roadmap you can act on independently or with our help.
Schedule a Discovery CallCustom Systems Build-Out
Matter tracking, client intake workflows, document management, and billing integration — built through custom development or customized configuration of the practice management tools you already use.
Schedule a Discovery CallClient Portals
Give Clients and Families a Secure Portal
We can add a branded client portal to your firm, so clients and the family members they authorize can securely view signed documents, case updates, and invoices under your firm's name and domain. It connects directly to your systems, so everything stays in sync.
Ask about client portalsNot Sure Where to Start?
That's what the discovery call is for. Let's spend 30 minutes together, learn about your firm, and figure out the best path forward.
Schedule a Discovery Call