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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.

Task: Fixing intake · Deployment: Online client intake platform.

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.