CrowCase
Case management built around how estate and probate law actually works
Built for Crow Estate Planning & Probate. Estate and probate work breaks when information lives in too many places. Client intake in one system. Tasks in another. Texts and emails scattered across inboxes. Documents buried in folders. Automations that silently fail. When something goes wrong, attorneys are the ones exposed.
The Challenge
Client intake in one system. Tasks in another. Texts and emails scattered across inboxes. Documents buried in folders. Automations that silently fail. When something goes wrong, attorneys are the ones exposed.
Our Solution
CrowCase replaces fragmented tools with one system of record for the firm. Every case has one timeline, one communication history, one place for documents, and clear ownership and next steps. No syncing. No guessing where something lives. Attorneys get a clear view of every active case and where it stands, confidence that client messages aren't missed or lost, tasks tied directly to case stages, intake that turns into real work automatically, and draft documents generated from case data.
Results
- Fewer systems to manage
- Less manual follow-up
- Better visibility for attorneys and staff
- A platform that scales with the firm instead of breaking under it
- Designed specifically for estate and probate workflows, not retrofitted from sales software
- Now running day-to-day operations and serves as the foundation for a broader legal SaaS platform