Use the right tools to build legacies for your clients.
Software that Manages the Complexity of Estate and Will Planning
Estate Planning Workflows & Custom Fields
Automated Workflows
Create workflows unique to the tasks and events required for common or complex will and estate planning law work. Create as many as you need, depending on the type of variety of will or estate planning work your firm offers. From simple wills to unique trust and estate work, you can create workflows to ensure an efficient process in how that work is accomplished.
Set priorities for different tasks and meetings that are created automatically when other work is completed or after a certain amount of time has passed.
Custom Fields
Set up unique custom fields to hold client information only necessary for wills or estate plan. Birth dates, marriage dates and status, financial information, the list goes on and is customized to your firm and your process.
Frictionless Communication with Your Estate Planning Clients
Create and Share Documents
Will and estate plans, by their nature, involves a high volume of often complex documents, which can vary from state to state. CosmoLex reduces the pain in this exercise with a secure client portal to send receive documents quickly.
Generate automated documents that are used routinely by your firm and request eSignatures in a safe and secure way, right from Outlook!
Access important documents and case details from court, in the office, or wherever you may be with the CosmoLex mobile app.
Send and receive messages
Send and receive SMS text messages from CosmoLex. Text messages are far more likely to be read and answered compared to email. With CosmoLex’s built-in text messaging, you maintain text communications through our software, not your personal cell phone.
Client Portal that Works
The hub of information exchange takes place in a secure client portal, allowing all parties to access information as needed, view and pay invoices and stay up to date with their matter.
Grow Your Estate Planning Clients
When prospective will and estate planning clients reach out to your firm, don’t leave them waiting for a response.
Create customized follow-ups unique to will and estate matters that allows you to collect the specific type of information you need to start you work immediately.
Onboarding and Intake Unique to Estate Planning Law
CosmoLex CRM lets you streamline your onboarding and create custom intake processes.
You’ll also be able to analyze how and where your new estate planning clients are coming from and target efforts towards the channels you know produce new leads and new clients.
CosmoLex adapts to your workflow and helps your firm run more
efficiently — with less stress and better results.
to run your business.
Access on-the-go time capture and easy legal billing software.
Automate workflows and prioritize your tasks.
View robust analytics for enhanced decision-making.
Work with tools you already use like Office 365 and Dropbox.
Manage office and trust accounting along with your practice.
Get paid faster with accurate invoicing and convenient payment options.
Collaborate with your clients including file sharing and eSignature.
Centralize and store your correspondence and files in one system.
Establish your digital footprint
for new law firm growth opportunities.
Will and estate planning legal software is a specialized tool designed to assist law firms in managing estate planning cases. It helps streamline the creation and management of wills, trusts, and other estate planning documents. Key features typically include document automation, client communication tools, secure storage, compliance tracking, and financial management.
Estate planning law practice software offers numerous benefits to attorneys, enhancing efficiency and organization in several key areas:
- Document Automation: It streamlines the creation of wills, trusts, and other estate planning documents, reducing the time spent on drafting and minimizing errors.
- Client Communication: The software provides tools for secure communication with clients, including client portals, e-signatures, and automated updates, ensuring clear and timely interactions.
- Case Management: It centralizes case files, making it easier to track client information, document versions, and deadlines. This helps attorneys stay organized and manage multiple cases effectively.
- Secure Storage: It offers secure storage for sensitive client information and legal documents, protecting them from unauthorized access and ensuring data integrity.
- Financial Management: Tools for managing billing, invoicing, and payments streamline the financial aspects of estate planning cases, making it easier to handle client accounts and track financial transactions.
- Reporting and Analytics: Detailed reporting and analytics help attorneys monitor case progress, identify trends, and make informed decisions to improve practice management.
By addressing these needs, estate planning law practice software helps attorneys manage their cases more efficiently, improve client service, and ensure compliance with legal standards.
Choosing the right estate planning practice management software involves several important considerations:
- Identify Your Needs: Assess the specific requirements of your estate planning practice. Consider the types of documents you handle, the volume of cases, and the complexity of your workflows.
- Evaluate Features: Look for software that offers essential features such as document automation, client communication tools, secure storage, compliance tracking, case management, and financial management.
- User-Friendliness: Choose software that is intuitive and easy to use. A user-friendly interface can save time and reduce the learning curve for your team.
- Scalability: Ensure the software can grow with your practice. It should be able to handle increasing case loads and additional users as your practice expands.
- Security: Prioritize software with robust security features to protect sensitive client information and comply with legal regulations.
- Customer Support: Opt for software that offers reliable customer support and training resources. Good support can help resolve issues quickly and ensure your team is using the software effectively.
- Cost: Consider your budget and the software’s pricing model. Some software may offer subscription-based pricing, while others might have one-time fees.
- Reviews and Recommendations: Research reviews from other estate planning attorneys and seek recommendations from colleagues. Real-world experiences can provide valuable insights into the software’s performance.
By carefully evaluating these factors, you can select estate planning practice management software that enhances efficiency, improves case management, and supports overall practice growth.
Yes! Often will and estate planning law clients request that invoices be split amongst multiple parties. CosmoLex makes the process of splitting the bill easy, intuitive, and logical. Split the invoice among multiple parties with different percentages of the bill assigned to parties as needed. You can even vary for fees v. expenses.
Simplify your practice with one tool.
