For firms
The firms that win keep relationships, not just documents.
Built for estate planning firms. Turn one-time signings into a book of active, billable relationships, with full attorney control at every step.
The problem
Your book goes quiet after signing.
Firms don’t have a demand problem. They have a delivery problem. Thousands of families who already trust you need reviews, updates, and trust funding work. That revenue sits untouched because there’s no way to reach it at scale.
Clients disappear after signing until a crisis hits. By then the plan is out of date, the relationship is cold, and there’s no guarantee they come back to you. The Folder keeps every household active and connected to your firm.
The Folder is the thread that keeps both connected.
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 which households need you before they ask.
Visibility into every household: which trusts are unfunded, automated reviews, and work that you and your team should prioritize. Proactive alerts, not guesswork.
Your expertise, amplified. Never replaced.
Attorney review on every engagement, full audit trails, and nothing reaches a client without your approval. The AI does the legwork; you keep the judgment.
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. Grow your firm.
The Folder is something you provide to your families. A premium, ongoing experience that keeps their plan current and their loved ones informed. They get more value and real peace of mind. You get deeper relationships and a recurring revenue stream.
- ✓ A better experience for families
- ✓ Plans stay current, automatically
- ✓ Recurring revenue for your firm
- ✓ Deeper, lasting relationships
The experience you hand every family.
Recurring revenue
Turn maintenance into new matters.
Automated annual-review workflows surface the clients who need plan updates and put billable work in front of your attorneys. Not goodwill. New matters. The platform pays for itself.
New matters
Reviews surface billable work each quarter.
Automated reviews
Every household on a recurring cadence.
0
per attorney seat
How it works
Built on trust. Attorney in the loop at every step.
Intake
Guided onboarding captures what matters before the first meeting. Structured, complete, ready for your team.
Engage
AI-powered client touchpoints that feel personal, not automated. Thoughtful outreach with zero manual lift.
Review
Recurring life reviews surface which clients need updates before they ask. Maintenance becomes new matters.
Protect
Attorney review on every engagement. Full audit trails. Nothing reaches a client without your approval.
Attorney in the loop at every step. Your expertise, amplified.
Fits your stack
Sits on top of what you already use.
Document management, practice management, email & CRM, billing, compliance. The Folder connects your tools and orchestrates the workflow. It does not replace your stack.
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
Ready to build relationships that compound?
See how The Folder turns your existing book into recurring revenue, without adding headcount.
- ✓ Live demo in under 30 minutes
- ✓ White-glove onboarding for your team
- ✓ SOC 2 compliant · sits on top of your stack
Request a demo
We’ll reach out within one business day.