Organize questionnaires, family records, document templates, signing workflows, billing, and client communication from one estate planning workspace.
We confirm available workflow scope, onboarding, and any provider requirements before a firm begins rollout.
Estate planning firms rely on accurate client questionnaires, clean family and asset information, reusable document templates, signing workflows, and careful follow-up. When that work lives in email threads and shared folders, staff spend too much time chasing details.
Attorney Core gives estate planning attorneys a structured legal workspace for intake, clients, documents, billing, deadlines, portal sharing, and communication history.
The goal is a calmer client experience: collect the right information, prepare documents faster, track signing steps, and keep every update connected to the client record.
Review the product areas your firm wants to evaluate in a guided walkthrough.
Capture leads, collect structured intake details, run conflict checks, and convert qualified prospects into clients and matters.
Keep notes, tasks, deadlines, documents, time, billing, and client communication connected to the right matter.
Organize files by matter, generate templates, share documents with clients, and preserve a clear activity trail.
Track billable work, generate invoices, manage payment plans, and keep receivables visible for firm owners.
Give clients controlled access to matter updates, documents, invoices, messages, and calendar visibility.
Role-based access, license control, audit logs, and firm-scoped data separation support safer legal operations.
Launch checklist
A clear intake-to-matter workflow
Real product screenshots, not abstract illustrations
Transparent pricing and guided onboarding path
Security controls stated without unsupported claims
A focused 15-minute demo option for attorneys
Trust without hype
Published plans start at $49/user/month · Confirm plan scope, provider requirements, and onboarding during evaluation.
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See the complete intake-to-payment workflow for small U.S. law firms.
Yes. Attorney Core is designed for small U.S. firms that need practical setup, guided onboarding, license-based access, and workflows that do not require a dedicated IT department.
Yes. Attorney Core includes matter-connected billing, invoice workflows, payment plans, document sharing, client portal access, and secure client communication tools.
For most small firms, the cleanest switch focuses on active matters, documents, billing status, deadlines, and staff training first. Attorney Core fits firms that want a guided move away from tool sprawl rather than a heavy enterprise migration.
Yes. Attorney Core is designed around a connected intake-to-matter workflow so firms can collect structured lead details, qualify the opportunity, and carry those facts into the client and matter record with less duplicate entry.
No. Attorney Core is configurable for multiple practice areas, including immigration, personal injury, family law, criminal defense, solo practice, and general small-firm workflows.