EstateFlow. Pro

Professional workspace

Overview Client CRM Risk inbox Review queue Billing Settings Knowledge Base

EstateFlow. Pro

Professional workspace

Practice command centre

Client risk, reviews, billing and EstateFlow executor collaboration.

Add / invite client

Overview Client CRM Risk inbox Review queue Client detail

Executor cases EstateFlow executor offer Knowledge Base

Billing Settings My estate dashboard

Review queue

Track open, waiting and completed client estate reviews.

EstateFlow