L
Lead management
Track new opportunities, sources, follow-up, campaign activity, and next steps before a prospect becomes a client.
Features
The operating system for an estate-planning growth practice.
Estate Engine brings lead management, sales follow-up, phone, text, scheduling, documents, fulfillment, reporting, marketing, and automations into one attorney-built platform.
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Sales pipeline
Manage consultations, deal stages, payments, activation, and conversion activity with clear visibility for the team.
P
Phone and text
Use integrated calling, SMS/MMS, voicemail, and mobile apps so client communication stays tied to the client record.
C
Scheduling
Coordinate consults, client meetings, document reviews, execution meetings, and attorney availability.
D
Documents
Support intake, drafting, review notes, client approval, execution documents, delivery, and final review workflows.
M
Ads and marketing support
Pair the software with paid ad management, campaigns, follow-up templates, review generation, and hands-on support from the marketing team.
Platform depth
More than intake and drafting.
The app is built around the actual stages of an estate-planning business, not a generic CRM bolted onto a document workflow.
Growth and marketing
Leads, sources, and partners
Keep prospects organized from first inquiry through consultation, including custom partner and affiliate relationships with related professionals.
Email and SMS campaigns
Use templates, campaigns, and follow-up automation to stay in front of prospects and clients.
Google reviews
Support review requests and reputation workflows from inside the system.
Ads managed for you
Beta firms get paid advertising setup, campaign management, and practical marketing support to generate estate-planning opportunities.
Sales and conversion
Sales pipeline
Track consults, open deals, payment activity, and conversion tasks.
Attorney sales coaching
Beta firms receive guidance from an experienced estate-planning sales attorney.
Task dashboard
See open tasks, recent activity, payments, deals, and communication history.
Reporting
Review performance data so the firm can see what is moving and what needs attention.
Phone, text, and mobile
Business calling
Handle firm calls through Estate Engine instead of separating phone activity from client work.
SMS/MMS
Send and receive messages, including media, with inbound and outbound history tied to records.
Voicemail
Track voicemail, transcriptions, handled status, and caller details.
iOS and Android apps
Use mobile calling and texting tools for a business-phone experience similar to dedicated phone systems.
Legal operations
Activation, contracts, and payments
Move new clients from engagement into custom contracts, in-app signing, internal payments, and the next required steps without separate software.
Fulfillment
Manage the document workflow, review notes, delivery method, execution, and client follow-up.
Maintenance plans
Turn one-time estate-plan sales into recurring annual relationships for updates, meetings, and ongoing review, with strong upsell potential after the initial plan.
Native calendar and settings
Set attorney availability, scheduling rules, meeting types, communications, documents, users, and automations directly inside the app.
See how the platform and beta support would fit your firm.
The consultation is the fastest way to understand whether Estate Engine belongs in your growth plan.