Legal Workflow Software
Track, automate, and optimize trusts and estates workflow.
Most legal software stores information. PallmLaw gives Estate Planning, Probate, and Trust Administration firms an operating and intelligence system for moving work: matter visibility, workflow rules built around legal execution, automated client communication, firm intelligence, and connected AI visibility.
Matter lifecycle automation built around practice area, stage, critical date, task, and matter context
Visibility across every matter and the next step it needs
Firm-branded client communication tied to workflow milestones
Run history and traceability for automation activity
Firm intelligence for stalled work, timing, workload, and team reliability
AI agent connected through governed read-only operational visibility
Start with the practice-area workflow the firm needs to control.
Retained, drafting, signing, and binder work create repeatable stages, handoffs, deadlines, reminders, and communication moments. PallmLaw turns those patterns into repeatable workflow automation the firm can actually run.