Software built for your Wills, Trusts & Estates practice
- Securely send contracts and files
- Track staff’s caseloads and calendars
- Process retainers and payments online
- And much, much more with this all-in-one legal firm software
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
Enable secure communication and document sharing for your clients.
Use our CRM for law firms to upload documents, contracts and files clients can access anytime. Empower clients to manage their own appointments, view power of attorneys and make payments online.
SCHEDULING & CALENDARS
Let Mykooltoolspro manage your scheduling and appointments.
Maximize your billable hours with full visibility into your staff’s caseloads and appointments. Drive consultations and new clients one with the ability to book online directly from your Google Business listing and allow clients to schedule, reschedule or cancel appointments 24/7.
ESTIMATES & INVOICES
Get paid up front or on a schedule, and never miss a payment.
Record billable hours via custom estimates clients can review and approve. Accept retainers and payments online, offer flat fee installment plans, or process payments on the spot via any device. Use card on file to automate billing and eliminate unpaid invoices.
Easily integrate with the apps you use daily.
Enjoy seemless integration with your favorite apps
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