Taking care of your client’s estate plan requires some help. With Legalboards, we can help you stay organized with our matter
management software. Keep track of important information, automate tasks or even email updates, and keep track of your
workflow visually. Get started with our estate planning board template or start creating your own.
Easily get started with the estate planning board template.
Get started with our estate planning board template. Keep track of all relevant information and stay organized through Kanban.
With Legalboards, it’s easy to see what needs to be done or what the next steps are. With custom labels and checklists, you can see at a glance how your matter is progressing.
Legalboards helps me quickly determine what my next steps should be, and it also automates a bunch of different tasks seamlessly so that I can spend more time doing actual work for my clients.
Share your boards with team members to make teamwork more effective. By adding board members/viewers, everyone can be on the same page.
Focus on helping your clients by letting us take care of the more tedious aspects of handling estates- like sending email updates to clients, tasks, and checklists.
Legalboards is a matter management software that helps lawyers organize, track, and manage all things that go into successful legal practice management.
We connect with a variety of solutions that you may already be using- like Clio, LawPay, Google Drive, Office 365, and more. Learn more here.
Legalboards has three packages; Starter ($24 USD/user/month), Standard ($39 USD/user/month), and Professional ($58 USD/user/month). Learn more about our pricing plans here
Yes! We’ve made it easy for you, simply login to your account and click Settings> Plans & Bills > Cancel.
See how your estate plans come together and streamline your processes in a new way.
Try Legalboards for free or schedule a demo session with us to see the possibilities.