Knowledge base
Ground-level detail when you want it.
Feature explainers and practical guidance for firms evaluating Estate Link, and for teams getting oriented inside the product. Prefer short answers first? Read the FAQ.
12 topics · 18 articles
Inquiries and consults
How prospects reach your firm and move toward intake.
Intake
Client intake in the portal and on the firm side.
Client portal
Branding, subdomain, and the family-facing experience.
Matters and relationships
People, roles, family context, tasks, and templates.
Time and billing
Time tracking, invoicing, and job cost.
Trust accounting
Trust balances, ledgers, retainers, and bank accounts.
Communications
Microsoft 365 email and optional SMS messaging.
Integrations
Dropbox, QuickBooks Online, and drafting boundaries.
Dropbox integration
Keep matter files in Dropbox while the practice runs in Estate Link.
Read articleQuickBooks Online integration
Bill and invoice in Estate Link. Keep QuickBooks as your books with sync from practice billing.
Read articleDrafting tools and WealthCounsel
Estate Link does not replace WealthCounsel or other drafting systems.
Read article
Payments
Estate Link Payments for cards and ACH.
Migration
How firms move onto Estate Link.
Security
Tenant isolation, encryption, and access.
Pricing and support
Plans, add-ons, and how to get help.
Next step
Want to see this in your firm?
Request a demo and we will walk through the parts of Estate Link that matter most to you.
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