Streamline YourEstate Planning Practice
Everything estate planning firms need to manage clients, matters, time, and workflows. Faster, smarter, and in one place.
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Here's what's happening with your practice.
Monthly Revenue
INTEGRATES WITH
Connect with the tools you already use
Seamless two-way sync keeps your data connected across all platforms
Everything You Need to Run Your Practice
Estate Link provides all the tools estate planning attorneys need to manage clients, matters, time, and team collaboration in one integrated platform. Smart automation handles the routine work so you can focus on your clients.
Client & Contact Management
Comprehensive client profiles with contact relationships, communication preferences, and detailed notes. Track individuals and companies with full relationship mapping.
Key Features:
- Store detailed contact information for all family members and related parties
- Track communication history and preferred contact methods
- Manage complex family relationships with visual relationship mapping
- Sophisticated client intake forms capture family info, financial details, and wishes seamlessly
- Smart duplicate detection and contact merging
Smith Family Diagram
Client Portal
Secure client portal where clients can view matter progress, manage their information, access documents, complete tasks, and pay invoices - all in one place.
Key Features:
- Real-time matter status updates with visual progress tracking
- Secure document access and download with version history
- Task list showing what clients need to do next with clear instructions
- Invoice viewing and online payment processing
- Personal information management and family details updates
- Communication history and message center with your firm
Estate Plan Progress
ActiveMatter Management
Organize cases by type, status, and phase. Track estate planning, trust administration, probate, and business succession matters with custom workflows.
Key Features:
- Create custom matter types for different practice areas
- Track matter progress through customizable phases and milestones
- Smart task assignment based on team expertise and workload
- Automated deadline calculation and reminders
- Generate matter-specific reports and status updates
Matter Management
Recent Matters
Smith Family Estate Plan
Johnson Living Trust
Williams Probate Case
Time Tracking & Billing
Accurate time entry with task linking, billable status tracking, and automated billing. Generate detailed time reports and invoices effortlessly.
Key Features:
- One-click time tracking with automatic task association
- Flexible billing rates by attorney, matter type, or client
- Smart suggestions for time entries based on calendar and activities
- Detailed time reports with filtering and export options
- Integration with popular accounting and billing systems
Time Tracking
Today's Time
Task & Workflow Management
Create task templates by matter type, assign work to team members, and track progress through customizable phases and workflows.
Key Features:
- Pre-built task templates for common estate planning workflows
- Smart task prioritization based on deadlines and importance
- Assign tasks to team members with due dates and priorities
- Automated workflow progression with intelligent checkpoints
- Custom checklists and approval processes for quality control
Task Workflow
Initial client consultation
Gather financial documents
Asset inventory review
Analytics & Reporting
Comprehensive dashboards showing matter progress, team performance, billing analytics, and practice insights to drive growth.
Key Features:
- Real-time dashboard with key performance indicators
- Matter pipeline analysis and revenue forecasting
- Team productivity reports and workload distribution
- Smart insights and recommendations for practice optimization
- Custom report builder with export capabilities
Practice Dashboard
Recent Activity
Financial Tracking
Track retainers, billing rates, expenses, and payments. Generate financial reports and monitor practice profitability in real-time.
Key Features:
- Automated retainer tracking with low-balance alerts
- Smart expense categorization with receipt capture
- Profitability analysis by matter, client, and attorney
- Integration with QuickBooks and other accounting systems
- Trust account management with compliance reporting
Financial Tracking
Plus Many More Features
Smart Deadline Management
Automated reminders and intelligent conflict detection to never miss important dates
Document Management
Seamless integration with Dropbox and automated document organization
Team Communication
Built-in chat system for matter-specific discussions and collaboration
Security & Compliance
Bank-level security with role-based access control and audit trails
Custom Workflows
Tailor the system to your practice with flexible, automated workflows
Practice Panther Integration
Seamless two-way sync with Practice Panther and other tools
Simple, Transparent Pricing
Per user, per month pricing that scales with your practice. Request a personalized demo to see which plan works best for your firm.
Starter
Perfect for solo practitioners
- Up to 20 active matters
- Up to 1,000 contacts
- Time tracking & billing
- Basic reporting
- Email support
- Dropbox integration
- 5GB storage per user
Professional
Ideal for growing firms
- Up to 100 active matters
- Up to 5,000 contacts
- Advanced time tracking
- Team collaboration
- Advanced reporting & analytics
- Priority support
- Practice Panther integration
- Custom workflows
- 25GB storage per user
Enterprise
For large firms
- Up to 500 active matters
- Up to 50,000 contacts
- Advanced team management
- Custom integrations
- White-label options
- Dedicated account manager
- Custom training
- API access
- Unlimited storage
Need More? Add-On Pricing
Pricing Calculator
Customize your plan based on your practice size and see exactly what you'll pay.
Ideal for growing practices
Request a personalized demo • No credit card required • See how it works
Frequently Asked Questions
Get answers to common questions about Estate Link and how it can transform your estate planning practice.
Ready to Transform Your Practice?
Built specifically for estate planning attorneys, Estate Link streamlines your practice with smart automation and integrated workflows. Request a personalized demo and see how it can transform your practice.