For firms
Get back to the work
only you can do.
Spend less time on the administrative work around the plan and more time advising families. The Folder keeps the relationship moving from intake and signing through funding, reviews, and life changes.
The problem
The work doesn’t end at signing.
It just gets harder to see.
The documents are signed, but the plan keeps moving. Trusts still need to be funded. Families change. Assets change. Questions come up. Reviews become due.
Today, keeping track of all of that depends on spreadsheets, inboxes, calendars, and someone remembering to follow up.
So unfinished work disappears, clients go quiet, and firms often don’t hear from families again until something happens.
The Folder keeps the relationship connected between matters.
Unfunded trusts are one of the most common and costly failures in estate planning. A problem you can now see and fix.
Client intelligence
Know what needs attention before it gets missed.
See what’s changing across every household: unfinished funding, upcoming reviews, life changes, and work that needs the firm’s attention.
The Folder keeps watch across the client base and surfaces what matters. Your team decides what to do next.
Your judgment stays with you.
The Folder surfaces what changed and what needs attention. You decide what matters, what requires action, and what advice the client receives.
3 trusts flagged unfunded
Smith, Alvarez, and Chen. Ready to act.
18 reviews due this month
Overdue households surfaced automatically
Executor age warning
Patel family. Executor over 90, per plan dated 12/15/2001.
A new offering
Give your families more. Build a relationship worth keeping.
The Folder gives every family a clear, ongoing view of their estate plan, not just a place to store documents.
They can understand what they have, see what still needs attention, and stay connected to your firm as life changes.
- ✓ A clearer experience for families
- ✓ Funding progress they can see
- ✓ A plan that stays current
- ✓ A direct connection back to your firm
The experience you hand every family.
Ongoing relationships
Turn signing into the
beginning of the relationship.
The Folder gives firms a scalable way to stay involved after the initial matter, creating natural opportunities for annual reviews, plan updates, funding work, and new matters as clients’ lives change.
New matters
Surface work as clients’ lives change.
Automated reviews
Keep every household on a recurring cadence.
0
Grow without adding software cost per attorney.
How it works
The Folder keeps watch.
The attorney stays in control.
Capture it once.
Guided onboarding collects what matters before the first meeting, structured and ready for your team.
Stay connected.
The Folder keeps the relationship active between matters, not just when something goes wrong.
See what changed.
Recurring reviews surface life changes, unfinished work, and issues that need attorney attention.
Keep judgment with the attorney.
Nothing replaces your expertise. The Folder organizes and surfaces. Your firm advises and decides.
Your expertise stays where it belongs: with you.
Fits your stack
Works with what
you already use.
Keep your document management, practice management, drafting, billing, CRM, and compliance tools. The Folder connects the work between them instead of asking your firm to start over.
From the field
What firms are seeing.
“We finally have visibility into which clients need attention. The annual review workflow alone has generated three new matters this quarter.”
Barry F.
Managing Partner
“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.”
David G.
Estate Planning Attorney
“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.”
Lisa P.
Firm Administrator
Get started
Get back to the work
only you can do.
See how The Folder removes administrative work, keeps families connected to your firm, and turns estate planning into an ongoing relationship.
- ✓ Spend more time advising families
- ✓ Keep every household on a recurring cadence
- ✓ Surface unfinished work and new matters
- ✓ Grow recurring revenue without adding attorney overhead
Request a demo
We’ll reach out within one business day.