Estate Planning Software

Solutions for Law Firms

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OPTIMIZE

 CLIENT DATA MANAGEMENT, FINANCES AND COMMUNICATION

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Is your case information organized, easily accessible and secure?

FINANCE

Easily track client income and expense, assets, as well as payments to your firm.

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Upload documents, input and calculate income and expense and track fees owed as one time payments, payment plans or subscriptions. 

If your client and case management process and software are not optimized, let's talk!

We look forward to showing you how our cloud-based software solutions are helping businesses and law firms manage more clients, more securely and efficiently.

DATA

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Get organized, improve visibility and keep your data secure.

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Keep track of all your leads, clients, case details and documents in one online system.

COMMUNICATION

Optimize communication with your clients.

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Improve internal and client communication related to tasks, case status, action items and more.

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85% of customers prefer receiving text messages over a phone call or email. 

SlickText.com

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97% of companies found they communicated with consumers more efficiently after launching texting initiatives. 

SlickText.com