Retained
See which retained matters are moving, which are waiting, and where next-step discipline is breaking down.
Estate Planning
The operating and intelligence system for Estate Planning delivery.
PallmLaw helps Estate Planning firms track every retained matter, automate repeatable workflow, keep clients informed from the matter lifecycle, and give leadership the operational truth needed to scale without losing control. It works alongside Clio, LEAP, WealthCounsel, and similar tools rather than replacing practice management, drafting, or intake systems.
Design
See when matters move from retained status into actual design work and where the handoff slows.
Drafting
Keep drafting from disappearing into invisible queue time and trigger the right client communication as work moves.
Signing To Binder
Measure the final stretch and keep client updates tied to signing, binder, and completion milestones.
A Measurable Matter Lifecycle
Estate Planning has enough structure to become measurable.
The biggest drag is usually not one dramatic failure. It is the slow leakage across transitions. PallmLaw is built to show where matters slow down, where handoffs fail, where notes are missing, and where firm-branded client communication should follow a stage, deadline, task, or milestone.
The transitions that matter
- Retained -> Design
- Design -> Drafting
- Drafting -> Signing
- Signing -> Binder
Operational Proof
What an owner can use to run the firm with clearer performance data.
Retention-rate visibility by Estate Planning matter subtype
Critical-date timing from retained through binder
Firm-branded client communication for repeatable updates
Automation flows for stage-aware messages and milestone follow-up
Stalled retained-matter detection beyond the firm's defined threshold
Open-task, notes, and team reliability visibility
