Intake & CRM

Client intake and relationship management.

Deployment

Cloud

Client intake platform focused on estate planning. It collects family, contact, asset and beneficiary information and supports transfer of that information into connected practice and document workflows.

Firm size fit

Estate-planning firms; plans are organised around new-matter volume.

Pricing model

Firm plans based on monthly new-matter volumes, with annual billing options; confirm currency and tax.

Deployment

Online client intake platform.