The firms that win maintain relationships,
not just documents.
The client intelligence and lifecycle system for estate planning firms. Transform one-time signings into lasting, revenue-generating relationships.
Request a DemoEstate planning ends at signing.
Client needs don't.
Clients disappear until something breaks — a death, a divorce, a crisis at 2am. More than half of plans go unfunded. Families can't find what they need when it matters most.
Practice management tools track cases. Document vaults store files. Neither was built for ongoing client relationships.
An intelligent operating system for your firm.
A single place for their family.
Intelligence that drives your practice forward
Structured workflows, intelligent alerts, and visibility into every household. Know which trusts are unfunded, which clients are overdue, and where to focus your team.
Clarity when it matters most
A portal that goes beyond documents. Plain-English summaries. Guided tasks. A safe place to capture everything their loved ones will need — values, traditions, accounts, instructions.
Designed for midnight.
It's 2:14am on a Saturday.
Your client's father just passed away.
The family is panicking. Where is the trust? Who do they call?
They open The Folder.
Everything they need is right there. Plain English. Clear next steps. The plan works.
Built on trust. Powered by intelligence.
From first meeting to annual review — one system that keeps your firm connected to every client, with full attorney control at every step.
Intake
Guided onboarding flows capture what matters before the first meeting — structured, complete, and ready for your team.
Engage
AI-powered client touchpoints that feel personal, not automated. Thoughtful outreach with zero manual lift for your team.
Review
Recurring life reviews surface which clients need plan updates — before they even ask. Turns maintenance into new matters.
Protect
Attorney review on every client engagement. Full audit trails. Nothing reaches a client without your approval.
What firms and families are saying.
We finally have visibility into which clients need attention. The annual review workflow alone has generated three new matters this quarter.
My mom passed unexpectedly and I was able to pull up everything at 3am. The summary made it clear exactly what needed to happen first. I can't imagine doing it without this.
I used to dread explaining complex trust structures to clients. Now I hand them a summary that does it better than I ever could — and they actually read it.
We had no idea our trust wasn't funded. The Folder flagged it immediately and walked us through exactly what to do. Peace of mind we didn't know we were missing.
The platform pays for itself. We've turned maintenance from a cost center into a revenue stream. Our clients are happier and more engaged than ever.
For the first time, I feel like I actually understand what's in our estate plan. The plain-English summaries made something intimidating feel manageable.
Connects your tools.
Orchestrates your workflows.
Integrates with your document management, drafting, practice management, and billing systems. Doesn't replace your stack — sits on top of it.
Ready to build relationships that compound?
See how The Folder can transform your firm's client experience and unlock recurring revenue.