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ESTATE PLANNING

Build lasting legacies.

With custom forms, document automation and management, and flexible billing, SimpleLaw case management software streamlines the development of trust and estate planning and related services.

estate planning

SimpleLaw for estate planning.

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Streamline It All

Documents and admin organized in one place.

  • Create and assign tasks and appointments
  • Unlimited customized intake forms
  • 24/7 access for the firm and clients
time tracking

Simplified Billing Cycle

Track billing and invoices with ease.

  • Flexible billing options
  • Unlimited responsive time trackers
  • Powerful invoicing tools
refer cases

Capitalize on Clients

Engage with clients and leads.

  • Optional client portal
  • Clients complete forms on their schedule
  • Delegate and track leads, tasks and more

Everything in one place.

SimpleLaw gathers all the info you need in one convenient place. Now, you can securely store all essential case details, like client information, case histories, deadlines, and correspondence, in a centralized platform.

And the best part? Both clients and the law firm can access this convenient treasure trove of information. No more confusion and never-ending back-and-forth!

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Simplified task management.

Forget about managing your never-ending list, figuring out what tasks are a priority, and stressing over what you might have overlooked. Imagine having all those tasks, for you, your clients, and your team, conveniently organized in one place.

Enter SimpleLaw, the ultimate task monitor. With our reminder features no one can escape the fact that they have tasks due. Or worse, overdue.

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Bill clients accurately.

We understand the struggles of keeping track of your time and billing accurately. Unfortunately, many firms end up not billing their clients enough.

With SimpleLaw's unlimited responsive time trackers, you can seamlessly switch between tasks with just one click. Of course, you can manually track your time, too. You do you. Never again will you miss a moment that should be billed.

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Maximize client relationships.

Why bother with all the mundane, repetitive tasks when your software can handle them for you? With SimpleLaw's optional client portal, your clients can easily submit their documents, complete intake forms, and centralize communication. No more wasting time searching through email.

Once you've got the data, let SimpleLaw do the heavy lifting. With our seamless document automation, you'll breeze through tasks in no time. Not only will you save precious hours, but your precision will reach new heights too.

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Transform your estate planning practice.

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My experience with SimpleLaw is great! Its ease of learning and use is remarkable. Adding to this, it has exceptional customer support where every inquiry is treated with genuine concern and handled promptly. The frequency of updates they roll out, many of which stem from user suggestions, is truly commendable. I wholeheartedly endorse this software for law firms of any size.

Aiemero Immigration Attorney

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