Grow your practice with PracticePanther’s estate planning and probate law software. Easily draft and manage your documents through automation, track your time and expenses, and manage your contacts and matters.
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Save hours tracking your time and billing your clients. Use the timer on any device to track your time and generate invoices in just one click. Get paid on time by converting time and expenses into invoices. Give estate planning clients transparency by showing them your time entries and expenses through a secure client portal.
PracticePanther’s legal intake software and estate planning CRM make it easy to collect case details, conflict-check information, and sign engagement letters before the first consultation even begins. Your firm can also customize intake forms to collect information needed for wills, trusts, and powers of attorney.
PracticePanther’s estate planning practice management software with native eSignature lets you send powers of attorney, healthcare directives, and other estate planning documents directly for secure electronic signing, with every signature time-stamped and stored in the client’s file.
Generate documents—like wills and trusts—in a matter of minutes, not hours. Simply upload a template and have contact and matter details automatically filled in. Give clients access to files, share with other attorneys, and even create a shared office folder.
With 1-click integration with Google Calendar and Outlook, it’s now easier than ever to manage your deadlines and court dates and to keep your daily activities organized.
PracticePanther is the leading legal practice management software. Start a free trial today and discover the power of automation at your firm.
Resources to Grow Your Will & Estate Planning Law Practice
