Estate Planning Matter Tracking Software
Matter tracking is the foundation. PallmLaw turns it into workflow control and firm intelligence.
PallmLaw helps Estate Planning firms track every matter, automate the work around it, keep clients informed, and give leadership a live view of which retained matters are open, stalled, overdue, overloaded, or ready to move.
Visibility across every matter, task, note, deadline, stage, and workload
Automated workflows for repeatable next steps, deadlines, reminders, and handoffs
Firm-branded client communication when matters hit key milestones
Firm intelligence that shows stalled work, timing, workload, and team reliability
AI agent connected through governed read-only operational visibility
Know where every matter stands without walking the office.
For firms with physical files, fragmented systems, or too much status-chasing, PallmLaw creates a connected operating and intelligence system: track the matter, automate the workflow, communicate from the matter lifecycle, and optimize the firm from real data.