Your Shop Desk
Wrongful Death · Custom Shop Desk CRM

A Custom CRM for Wrongful Death Lawyers

You are working with a family in the worst weeks of their lives. A Shop Desk fitted to your wrongful death practice keeps every message gentle and approved, keeps many relatives informed through one point person, and tracks the estate steps.

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A Shop Desk set up the way a wrongful death business would run it
A Shop Desk set up the way a wrongful death 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 Wrongful Death Words

Every case moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Family Meeting
  3. 03Retainer
  4. 04Estate Opened
  5. 05Investigation
  6. 06Demand
  7. 07Resolved

A case on your desk hangs off the family and the estate.

So the card asks for what you actually need, and nothing a wrongful death business would never fill in.

  • Decedent and date of death
  • Personal representative
  • Family contacts
  • Estate opened
  • Incident type
  • Preferred contact times
Where it leaks

Where Wrongful Death Businesses Lose Work

Cold Messages to a Grieving Family

A canned reminder at the wrong time can end the relationship. Families remember how you made them feel.

Many Relatives, No Point Person

Five family members call with the same question. Your staff repeats themselves and someone always feels left out.

Estate Paperwork That Stalls the Case

The case can't move until the estate side is in place. If nobody tracks it, weeks go by.

What we would build

Fitted to How You Already Work

  • Gentle Messages You Approve

    Every message is written with you and can be paused per case. Nothing goes out that you haven't read.

  • One Point Person, Everyone Informed

    The family picks a contact and the firm decides who else hears what. Updates go out once, to the right people.

  • Estate Steps Tracked

    Each case shows where the estate side stands. Stalled steps show up on the board.

  • Quiet Hours

    Contact times follow what the family asked for. Anniversaries and hard dates can be marked so nobody gets a reminder that day.

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Questions

What Wrongful Death Owners Ask

Will my family get automatic texts?
Only messages the firm approves, at times you agreed to. Any message can be turned off for your case.
Can several family members get updates?
Yes. The firm sets who is a contact and what each person can see. One person can be the main contact.
Does the desk give advice about the estate?
No. It tracks the steps your attorneys set. All advice comes from them.
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 Wrongful Death Business Runs

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

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