For practices
A client estate-readiness CRM for professional practices.
Manage clients, review estate risk, queue client communication, prepare reports and keep a clear record of estate-readiness activity.
Manage clients, review estate risk, queue client communication, prepare reports and keep a clear record of estate-readiness activity.
Central database for client details, estates, notes, interactions and support activity.
See missing wills, liquidity gaps, overdue reviews and high-risk estate records.
Prepare review reports, manage client communication records and organise estate-readiness work. Client billing stays outside EstateFlow.