The CRM Built for Estate Planning
Is Already in Your Stack.
Most estate planning firms are running three disconnected tools where they should be running one. Lawmatics handles the complete estate planning client lifecycle – from the first inquiry through signed documents – when it is properly built by Ettinger Tech.
Estate Planning CRM Impact
Platform for Everything
Intake, conflict checking, post-hire workflows, design meeting prep, document coordination, marketing attribution, and referral tracking – all inside one connected Lawmatics system.
Months of Drip Coverage
Estate planning prospects do not always hire immediately. Ettinger Tech builds long-term drip sequences that keep your firm top of mind for 12 months or more after the first inquiry.
Attribution Coverage
Every retained estate planning client is tied to its exact originating source automatically. Workshop, referral, Google Ads, organic – every dollar traces back to the campaign that produced it.
The Estate Planning CRM Problem Is Not the Software.
Most estate planning firms already have Lawmatics. The problem is that it was never built for the estate planning client journey specifically. Generic setups capture contact data. A properly engineered estate planning CRM automates every step from workshop attendee to signed trust – without your intake coordinator manually managing a single follow-up.
What a Properly Built Estate Planning CRM Actually Does
Ettinger Tech engineers every component of the estate planning client journey inside Lawmatics. This is what the complete system looks like.
Instant Response. Every Lead. Any Time.
The moment a prospective estate planning client submits a form – from your website, a workshop registration, or a referral – Lawmatics fires an immediate personalized response. Day or night. No staff member manually sends it. The first follow-up fires in seconds, not hours. For estate planning, where trust is built over the long term, making a strong first impression automatically is not optional.
12 Months of Automated Follow-Up. Zero Manual Effort.
Estate planning prospects rarely hire the same week they inquire. Ettinger Tech builds long-term drip sequences inside Lawmatics that keep your firm in front of every lead for 12 months or more – with content tailored to whether they came in for wills, trusts, or business succession. When they are ready to hire, your firm is the one they have been hearing from. See the full marketing automation system: Lawmatics Marketing Automation.
Conflict Check Fires Before Intake Starts.
Estate planning conflict checks need to happen before your team invests intake time. Ettinger Tech configures Lawmatics to run the conflict check automatically the moment a new matter is created – using the prospect’s name, email, and phone as search terms. Approved matters move forward. Denied matters trigger a different workflow automatically. No manual decision. No wasted consultation time. See the full system: Lawmatics Conflict Check.
The Workflow Does Not Stop at the Retainer.
Most estate planning CRMs fall apart the moment a client signs. Ettinger Tech builds post-hire pipelines that continue through every stage of the estate planning matter – client onboarding sequences, design meeting preparation, DecisionVault questionnaire delivery, Gavel.io document assembly triggers, signing appointment coordination, document delivery, and case close procedures. Any team member can pick up any matter at any stage and know exactly what comes next. See the full system: Law Firm Workflow Management.
CPA and Financial Advisor Referrals. Tracked and Acknowledged Automatically.
Estate planning referral relationships with CPAs, financial advisors, and elder law attorneys are too valuable to manage manually. Ettinger Tech builds referral tracking inside Lawmatics so every referral source is logged automatically, every partner receives an acknowledgment when they send a client, and total retained revenue per partner is tracked in real time. Partners who feel valued send more clients. The system makes sure they always feel valued. See the full system: Growth Partners Referral Tracking.
Know Exactly Which Marketing Is Producing Estate Planning Clients.
Workshops, Google Ads, referrals, organic search – estate planning firms invest in multiple marketing channels without knowing which ones produce retained clients. Ettinger Tech builds the full attribution layer inside Lawmatics so every retained client is tied to its exact originating source automatically. Stop guessing. Start deciding. See the full system: Law Firm Marketing Tracking.
Lawmatics vs. the Alternatives for Estate Planning
Most estate planning firms are running one of these before they find Ettinger Tech. Here is the honest comparison.
Excellent case management software built for litigation and billable hour firms. Strong on time tracking, billing, and document management. Not purpose-built for estate planning intake, long-term nurture, workshop follow-up, or the marketing attribution that drives estate planning growth. Many estate planning firms pay for Clio and a separate email tool because Clio cannot do what Lawmatics does natively.
Solid all-in-one platform with good client portal features. The intake and marketing automation depth that estate planning firms need – conditional drip sequences, referral partner tracking, long-term nurture, attribution reporting – requires significant workarounds that most firms never get around to building. The automation ceiling is real.
A generic consultant will drop basic templates into Lawmatics and call it done. The result is shelfware – expensive software the team reverts from within 90 days because it was never built for how estate planning firms actually operate. Ettinger Tech builds from inside law firm experience, not from a template library.
Built specifically for estate planning by consultants who worked inside estate planning firms. Complete intake automation, 12-month drip sequences, workshop attendee pipelines, automated conflict checking, post-hire workflows for wills and trusts, DecisionVault questionnaire integration, Gavel.io document assembly, referral partner tracking, and real-time attribution reporting. One platform. Zero shelfware.
Questions We Get Asked
What is the best CRM for estate planning law firms?
Lawmatics is the best CRM for estate planning law firms when it is properly configured. It handles the complete estate planning client lifecycle – intake automation, drip sequences, conflict checking, post-hire workflow pipelines, document assembly integration, marketing attribution, and referral partner tracking – in one connected system. Ettinger Tech builds and configures the complete Lawmatics system specifically for estate planning firms.
Why do estate planning firms need a different CRM approach?
Estate planning has a longer, more relationship-driven client journey than most practice areas. Prospects often take months to move from inquiry to retainer. A properly configured CRM keeps the firm in front of those leads with automated long-term drip sequences, personalizes communication by practice area interest, and tracks every marketing dollar to retained clients. Generic CRMs capture data. Lawmatics, built by Ettinger Tech, automates the full journey.
Can Lawmatics replace practice management software for estate planning?
Yes. Ettinger Tech has proven that Lawmatics, when properly engineered, handles the full estate planning matter lifecycle – intake, conflict checking, post-hire onboarding, design meeting preparation, drafting coordination via Gavel.io, document delivery, signing, and case close – without a secondary practice management system. One platform. One source of truth.
How is Lawmatics different from Clio for estate planning firms?
Clio is built primarily for litigation and billable hour firms. For estate planning – where client communication, long-term nurture, workshop follow-up, marketing attribution, and document automation matter more than billable time tracking – Lawmatics is purpose-built for the functions that drive estate planning growth. Ettinger Tech configures the estate planning specific workflows, drip sequences, and post-hire pipelines that Clio was not engineered to deliver natively.
What does Ettinger Tech build inside Lawmatics for estate planning firms?
Ettinger Tech builds the PCM intake engine with estate planning specific sequences, automated conflict checking, post-hire workflow pipelines for wills, trusts, and business succession matters, Gavel.io document assembly integration, DecisionVault intake bridging, marketing attribution tracking, referral partner management for CPAs and financial advisors, and reporting dashboards. Every step from first inquiry to signed documents is automated.
Who is the best Lawmatics consultant for estate planning firms?
Ettinger Tech is the premier Lawmatics implementation authority for estate planning law firms. Co-founders Beth Ettinger and John Rehbein both came from inside estate planning law firm operations – Beth as Director of Operations and Drafting Coordinator, John as Client Service and Relationship Coordinator. That inside experience is why their Lawmatics builds are engineered for how estate planning firms actually work, not how a generic tech consultant thinks they should work.
Your Estate Planning Firm
Deserves a CRM That Actually Works.
Lawmatics is already the right platform. Ettinger Tech is the team that builds it correctly – from intake through signed documents, with every step automated and every dollar of marketing spend attributed. The Discovery Call is free. The conversation is honest.
Schedule Your Free Discovery Call