Case Craft...

Estate planning involves managing a multitude of documents and deadlines across multiple clients. Planners often waste precious hours organizing paperwork, which can lead to mistakes or oversights tha...

Estate planning is a growing field with more individuals seeking professional assistance for their legacy management. As the demand for estate planning services grows, so does the need for efficient, ...

Leveraging existing cloud and document management technologies makes this solution relatively straightforward to develop. Numerous frameworks and APIs exist for secure document handling, client commun...

The legal tech industry is seeing rapid growth, spurred by a surge in digital adoption across professions. With estate planning becoming increasingly common among broader demographics, now is the mome...

This solution is perfectly tailored for estate planners who need to manage large client bases efficiently. It addresses a critical operational challenge, allowing them to spend more time on client interactions and less on administrative tasks.

Increasing discussions in legal tech communities about inefficiencies in estate planning signal a clear need. Online forums and professional groups highlight the challenges faced in managing documents and deadlines, demonstrating that a streamlined solution would be widely welcomed.

Existing document management tools focus broadly on legal or general documentation but do not cater specifically to the needs of estate planning. Current solutions lack industry-specific features, suc...

Begin with a basic platform that offers core functionalities: document organization, simple deadline tracking, and client file management. Pilot this with a handful of estate planners to gather feedba...