Your clients' digital estate. On one dashboard.
Onboard clients in minutes. Track readiness. Keep notes and tasks. Never hold what you shouldn't — clients control what you see, always.
Purpose-built for how you actually work with clients.
Not another CRM. Not another document vault. A focused toolkit for getting your clients estate-ready without creating new liability for your firm.
Client roster you can filter
See every client's status, completion %, open tasks, and sharing permissions in one table. Filter by status or assigned team member. Click any client to go deep.
Real metrics, not vanity numbers
Completion funnel, onboarding time, team workload, 30-day activity trends. Export the client roster to CSV for your own reporting stack.
Workflows across clients
Custom tasks per client, priorities, due dates, assigned team members. Overdue banner at the top. Grouped Kanban-style by status.
Consent-gated by default
You cannot see a client's estate data until they explicitly grant access. They can revoke it anytime. Your firm sees status and progress without the sensitive content.
Internal notes + audit trail
Note types (general / legal / action / alert), private-to-author mode, and a full audit trail of every action your team takes. Export for compliance.
Team roles & permissions
Admin, Attorney, Paralegal, Member — with sensible defaults. Invite colleagues, suspend former staff, all tracked in the audit log.
Less liability, not more.
Most firms avoid storing client digital assets because the risk is real. We built a model where you can help without holding what you shouldn't.
What your firm sees
- Client name, email, onboarding status
- Completion percentage and category-level progress
- Firm-internal notes, tasks, and activity
- Estate data — only after consent granted
What your firm never sees
- Passwords, PINs, or authentication secrets
- Raw document contents in the encrypted client vault
- Anything the client has flagged private
- Anything, if the client revokes access
SOC 2 Type II
In progress
US Data Residency
AWS us-east
Audit Trail
Every firm action logged
Four steps to client-ready.
Create your firm
Sign up, invite your team, and set roles. You're in the portal in under 10 minutes.
Invite clients
Send an email invite. Clients sign up, your firm is pre-linked to their account.
Client grants access
They control what you see. You get status and progress; content stays theirs.
Guide, track, close
Add notes and tasks. Track completion. Deliver a finished estate plan.
Ready to see it with your own client data?
Book a 30-minute walkthrough. We'll set up a sandbox firm and show you the portal with a few sample clients.
Already have an account? Sign in to the firm portal