Your Shop Desk
Estate Planning and Probate · Custom Shop Desk CRM

A Custom CRM for Estate Planning and Probate Lawyers

Clients mean to finish their estate plan and then the questionnaire sits on the counter. A Shop Desk fitted to your practice gets that form back, books the signing, and keeps probate families from wondering what is happening.

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A Shop Desk set up the way a estate planning and probate business would run it
A Shop Desk set up the way a estate planning and probate business would run it

Shown: Hartwell and Vance Law, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Estate Planning and Probate Words

Every plan or a probate moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Consult
  3. 03Questionnaire
  4. 04Draft
  5. 05Signing
  6. 06Paid
  7. 07Review Reminder

A plan or a probate on your desk hangs off the client and the estate.

So the card asks for what you actually need, and nothing a estate planning and probate business would never fill in.

  • Matter type
  • Family members and fiduciaries
  • Questionnaire received
  • Signing appointment
  • Court dates
  • Plan review date
Where it leaks

Where Estate Planning and Probate Businesses Lose Work

Questionnaires That Never Come Back

The client leaves the consult excited and never sends the form. Months later nobody has followed up and the plan never gets done.

Signed Plans Nobody Reviews Again

Families change, move and buy houses. If you never check in, the next plan goes to someone else.

Probate Families With No Updates

Heirs wait months with no word and call your office again and again. Your staff spends the day on the same question.

What we would build

Fitted to How You Already Work

  • Questionnaire Chase

    Clients fill out your questions online and get reminders if they stall. Answers land on their matter.

  • Signing Day Booking

    Clients pick a signing time from the slots you set. Witnesses and the notary can be noted on the appointment.

  • Probate Updates for Heirs

    Heirs you approve get updates as the probate moves. Fewer calls asking where things stand.

  • Plan Review Reminders

    Signed clients get a check in on the schedule you set. A life change turns into a new appointment.

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Questions

What Estate Planning and Probate Owners Ask

Can I fill out the questionnaire on my phone?
Yes. It works on a phone or a computer, and you can save and come back. Your lawyer sees it when you finish.
Can my family get updates on the probate?
Yes, if the firm approves them as contacts. Each person sees only what the firm allows.
Will the desk tell me what kind of plan I need?
No. It gathers your answers for the lawyer. Only your attorney can advise you.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Estate Planning and Probate Business Runs

We will tell you honestly what a desk fitted to it would take.

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