Software to Grow and Manage Your Law Practice
Some of our law firms have relied on us for over 30 years!
Something New: ‘Client View’ For Your Estate Planning Clients
Give Clients Mobile Access to their Advanced Directives,
emergency contacts, medications or healthcare providers
Plus easy access to your staff directory, events calendar
and other valuable applications, such as,
Online Scheduling: Easy Scheduling and Automated Workflow View Here
Appointments, Event Signup Page(s), Automated Reminders and Confirmations
Wealthdata – Time Matters estates practice system template installed in 200 law firms
providing comprehensive customizion with document templates, auto workflow and reports.
Let us show you options and how to get further, faster and without wasting your limited time.
Let’s start a conversation START HERE