Estate Planning Software
Deliver a high-touch experience with guided intake, e-signatures, and structured asset data.
Collect the right details from the start
Estate planning requires precision. We configure intake forms that gather asset data, family relationships, and client goals in a clear, guided flow.
High-touch onboarding with less admin work
Automated checklists and reminders keep clients on track while your team focuses on drafting and advising.
Keep plans current as life changes
Scheduled follow-ups and review reminders help you stay top of mind for updates, referrals, and future work.
Typical workflows we configure
- Estate planning intake with asset and beneficiary details
- Engagement letter and e-signature steps
- Document collection and drafting checklists
- Annual review and update campaigns
Key Outcomes for Estate Planning Software
We align Lawmatics with the workflows and expectations of this practice area so your team can deliver a consistent client experience.
Client-friendly intake for assets, beneficiaries, and goals.
Automated document requests and checklists.
E-signature workflows for engagement and approvals.
Household and family tracking with custom fields.
Follow-up sequences for annual reviews and updates.
How We Implement Lawmatics for This Practice
Our implementation team focuses on the workflows that matter most to your practice, from first contact to post-matter follow-up.
Intake built for the matter type
Capture the right facts and documents with conditional logic and guided workflows.
Automations that keep cases moving
Trigger tasks, follow-ups, and reminders based on stage and urgency.
Visibility that supports growth
Track performance by practice area, source, and outcome with clear dashboards.
Want a Practice-Specific Implementation?
Schedule a consultation to see how MHSB Solutions can tailor Lawmatics for your practice area.
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