Everything you need to manage your estate planning practice efficiently. From client management to billing, our comprehensive platform streamlines your workflow and helps you deliver exceptional service.
Comprehensive client profiles with contact relationships, communication preferences, and detailed notes. Track individuals and companies with full relationship mapping.
Secure client portal where clients can view matter progress, manage their information, access documents, complete tasks, and pay invoices - all in one place.
Organize cases by type, status, and phase. Track estate planning, trust administration, probate, and business succession matters with custom workflows.
Accurate time entry with task linking, billable status tracking, and automated billing. Generate detailed time reports and invoices effortlessly.
Create task templates by matter type, assign work to team members, and track progress through customizable phases and workflows.
Comprehensive dashboards showing matter progress, team performance, billing analytics, and practice insights to drive growth.
Track retainers, billing rates, expenses, and payments. Generate financial reports and monitor practice profitability in real-time.
Automated reminders and intelligent conflict detection to never miss important dates
Seamless integration with Dropbox and automated document organization
Built-in chat system for matter-specific discussions and collaboration
Bank-level security with role-based access control and audit trails
Tailor the system to your practice with flexible, automated workflows
Seamless two-way sync with Practice Panther and other tools
Join hundreds of estate planning attorneys who have streamlined their practice with Estate Link.