Operational Visibility
Know where every retained matter stands across tasks, notes, deadlines, stages, and team workload without chasing updates.
Trusts & Estates Operations + Intelligence
Operations and Intelligence for Trusts and Estates Firms
Track. Automate. Optimize.
PallmLaw turns Estate Planning, Probate, and Trust Administration matters into visible, enforced, measurable pipeline and gives owners real answers about where work is stuck and handoffs are breaking down, without replacing the tools the firm already uses.
- Visibility Across Every Matter
- Automated Workflows
- Automated Client Communication
- Firm Intelligence
- AI Agent Connected
Matter visibilityWorkflow automationClient communication
Category
Operational control and firm intelligence from the same work.
PallmLaw replaces manual follow-up, scattered spreadsheets, and invisible bottlenecks with one operating and intelligence system for retained matters, workflows, client communication, and leadership decisions.
Firm Intelligence
See retention, cycle time, stale matters, workload, and team reliability derived from the work already happening in PallmLaw.
Automated Execution
Turn the firm's best process into repeatable tasks, deadlines, handoffs, and firm-branded client communication.
Inside PallmLaw
The product shows how the operating and intelligence system works.
See how PallmLaw tracks matters, automates work, and keeps client communication connected to the matter lifecycle.
Track
Every matter has a visible path forward.
PallmLaw gives the team one operating view of matter context, notes, deadlines, tasks, stages, and workload so owners do not have to manage by hallway updates.
- Matter, task, note, stage, and deadline visibility
- Stale work and bottleneck detection
- Owner-level intelligence from live operational data
Automate
Repeatable legal work becomes a workflow engine.
Tasks, deadlines, reminders, waits, notes, and handoffs can be triggered from where a matter is and what needs to happen next.
- Matter-stage and deadline-aware automation
- Conditional workflow logic built around legal work
- Run history and error visibility for operational control
Optimize
Client updates run with the matter, not someone's memory.
Firm-branded templates and stage-aware communication help every client understand what happens next while the firm keeps messaging controlled and traceable.
- Firm-controlled email templates and client-facing copy
- Stage-aware updates and matter-aware reminders
- Delivery and communication event traceability
Firm Intelligence
See the work, the workload, and the bottlenecks before they slow delivery.
PallmLaw runs on two core objects: Matters and Tasks. As the team completes the work, PallmLaw automatically derives retention rates, cycle times, stalled retained matters, workload, and team reliability without building each report as a separate system.
Know where every matter stands
Automate repeatable legal workflows
Keep clients informed automatically
Spot bottlenecks before they become problems
Connect firm data to approved AI agents
Build around your actual process
Client Communication
Client communication that runs with the matter.
PallmLaw turns client communication from a manual follow-up burden into a firm-controlled system. Send branded, stage-aware messages and reminders while keeping the tone personal and professional.
- Firm-controlled email templates and client-facing copy
- Stage-aware and workflow-triggered client updates
- Matter-aware reminders and next-step messages
- Delivery and communication event traceability
AI Agent Connected
Ask your firm's data a real question and get a real answer.
Approved AI assistants can answer practical questions about retained matters, workload, deadlines, bottlenecks, and performance in plain English. Access stays read-only, scoped, consent-governed, and audited.
Track
Visibility Across Every Matter
Practice-area workflow, matter records, task ownership, notes, deadlines, scorecards, and stale-work visibility.
Automate
Automated Workflows + Communication
Matter-stage automation, deadline-aware tasks, wait steps, and firm-branded client communication that runs with the matter.
Connect
AI Agent Connected
Read-only AI connector access that exposes approved operational tools, records client and user activity, and does not permit AI record changes.
Choose Your Starting Point
Start with the capability your firm needs first.
Some firms start with communication. Others need workflow automation, matter visibility, or governed AI access. PallmLaw is built to connect those problems into one operating and intelligence system.
Automate Probate Workflow
Connect probate stages, critical dates, tasks, handoffs, reminders, and communication in a controlled workflow.
Manage Probate Matters
See matter status, ownership, deadlines, open work, workload, and matters requiring attention.
Control Trust Administration
Give recurring administration work a visible path across stages, dates, tasks, ownership, and communication.
Automate Client Communication
Firm-branded, stage-aware messages keep clients informed without manual follow-up spreadsheets.
Automate The Workflow
Turn matter stages, tasks, deadlines, handoffs, waits, and reminders into a repeatable operating and intelligence system.
Connect Approved AI Agents
Give approved AI assistants governed, read-only MCP tools for operational intelligence without write access.
See How PallmLaw Works
Control matters, handoffs, client communication, and delivery intelligence in one connected system.
Built For Serious Florida Firms
For firms that need more matter visibility, workflow automation, client communication control, and firm intelligence.
Control The Workflow
Connect stages, dates, tasks, notes, automation, and reporting around legal matter execution.
Know Where Every Matter Stands
Stop relying on memory and status meetings to understand what is open, stalled, overdue, or waiting.
Insights
Sharper operating models for Estate Planning firms.
Better growth starts with clearer ownership, repeatable workflows, consistent client follow-up, and leadership visibility into the work that needs attention.