AI by industry · Estate planning attorneys
A dashboard for estate planning attorneys
A dashboard for an estate planning practice shows every matter by stage: consultation, questionnaire, drafting, signing and funding. Built on your email and calendar, it updates itself, so you can see who is stuck and which past clients are due for a review. Nobody has to type status updates into a spreadsheet.
Map your practice: see what could run on its own
Enter your website. The Brain reads it and shows every step of your estate planning attorney that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
One board, five stages
The view that matters is simple: how many people are waiting on you, how many are waiting on the client, and how many have signed but are not funded.
When someone calls, the person answering sees the stage, the last message and the open question at once, instead of saying “let me find your file.”
Referral sources and reviews due
Track which CPA or advisor sent each matter, and who is due for a plan review. Over time you see where your good clients come from.
Westward builds custom systems like this on your own accounts, so the data stays yours.
Careful with client data
Limit who sees what, keep sensitive details out of places they do not belong, and know where the data lives.
Sign in with an emailed one-time code instead of shared passwords, and keep a record of who opened what.
Picture this
Examples of what it can look like in a estate planning attorney. Illustrations, not clients.
Monday morning shows three drafts awaiting your review and four clients who owe a questionnaire.
A tab lists every client whose plan is more than a few years old, sorted by when you last spoke.
A referral report shows the financial advisor who sent several matters this year, so you can thank her.
Map your practice in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your estate planning attorney that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Do I need to replace my case software?
Not necessarily. A dashboard can sit beside it and read from it, or replace parts of it.
Who owns the data?
You do. It lives on your accounts, set up as agreed in writing.
Can it remind me about plan reviews?
Yes. You choose the interval, and a list of clients due for a check-in appears with a draft note for each.
More AI for estate planning attorneys
What Westward builds for this
A dashboard that runs itself in similar businesses