The Case Management Software Built for Estate Planning Attorneys

Draft wills, trusts, powers of attorney, and healthcare directives from state-specific templates, track every client and matter in one place, and keep your firm's document checklists organized from intake to execution.

Lexphiat App Dashboard

Built for Estate Planning Practices

Everything your firm needs to manage clients, matters, and documents from intake through execution.

Document Drafting

Generate wills, trusts, powers of attorney, and healthcare directives from state-specific templates, auto-filled from each client's profile.

Client & Matter Management

Track every client and matter in one place, including full probate case management for assets, debts, distributions, and interested parties.

Task Checklists by State

Apply your firm's own state-specific task-list templates to a matter and track progress from open items through completion.

Centralized Document Library

Every document your firm drafts or uploads lives in one secure, searchable list, tied to the right client and matter.

Simple, Transparent Pricing

No hidden fees. No complex tiers. Just a straightforward plan that grows with your firm.

Estate Planning Suite

$50/ user / month
  • Full Estate Planning Toolkit
  • Unlimited Cases & Clients
  • Integrates Right Into Google Drive
  • Team Collaboration Suite
  • Dedicated Support

Ready to Modernize Your Firm?

Take control of your case management with a platform built for the way you practice. Your 30-day trial is completely free. No credit card required.