Estate Planning Software
The operating and intelligence system for Estate Planning firms.
Track. Automate. Optimize.
PallmLaw helps estate planning firms replace manual follow-up, scattered spreadsheets, and invisible bottlenecks with a structured operating and intelligence system for matters, workflows, client communication, and firm performance. It works alongside Clio, LEAP, WealthCounsel, and similar tools without replacing practice management, drafting, or intake systems.
Visibility across every matter
Automated workflows for repeatable matter stages, tasks, deadlines, and handoffs
Firm-branded client communication tied to workflow events
Firm intelligence for bottlenecks, retained rate, timing, and team reliability
AI agent connected through governed read-only operational visibility
A scalable operating and intelligence system around the firm's actual process
Built for firms that need capacity without adding chaos.
If your firm moves matters through intake, retained, drafting, signing, and binder with multiple staff handoffs, PallmLaw helps turn that process into a repeatable system. Tasks, deadlines, reminders, notes, and client communications can be triggered from where a matter is and what needs to happen next.