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Probate Practice

Probate Practice Software

Stop Last-Minute Scrambles. Start On-Time Prep.

Schedule, remind, and confirm every step of the process. Streamline communication. Restore client confidence. Win back time.

See How Estate & Probate Firms Stay Organized
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Transform Client Anxiety Into Confidence With Purpose-Built Features

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Real-Time Matter Updates

Turn key probate milestones into plain-language notifications—will validation, letters issued, inventory due, hearings scheduled, distribution approved—so clients don’t call just to ask “what’s next.”
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Secure Messaging & Document Sharing

Exchange wills, trusts, death certificates, inventories, deeds, and creditor claims in one encrypted, searchable thread tied to the matter.
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Mobile Client Portal

A 24/7 portal clients actually use—timelines, messages, and documents in one place to calm emotions and set expectations.
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Client Satisfaction Tracking

Monitor sentiment through the process, resolve issues early, and request reviews at the right moment.
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Automated Workflows

Template reminders and checklists keep disclosures, signatures, and court prep on track—no one-off emails required.
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Case Status AI

Use AI-powered insights to streamline communication and surface what needs attention first—without leaving the portal.
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Enterprise-Grade Security for Sensitive Family & Financial Data

Secure and Easy to Use

No links or passwords to chase—claimants use our 5-star app with built-in 2FA. Encrypted push replaces risky email/SMS, and clients can safely upload medical records, proof-of-use, questionnaires, and retainer docs.

SOC 2 Type II Certification

Independently audited controls for security, availability, and confidentiality across claimant communications and evidence—from intake to MDL resolution. HIPAA/GDPR-ready, monitored and hosted on trusted infrastructure.

Bank-Level Encryption

All messages, files, and case data are protected with 256-bit SSL/TLS in transit and strong encryption at rest—keeping high-volume mass tort datasets secure at every step.

Role-Based Access Controls

Granular permissions with full audit trails ensure only authorized team members access sensitive information (income statements, means-test docs, tax returns).

Real Results From Leading Probate Practice Firms

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Communication is the most important thing with clients. Case Status with MerusCase makes client engagement simple for workers' compensation. We've achieved 76% client engagement in just 3 months, 2.2-hour response time versus the 48-hour industry average, 9.3 average feedback rating, and 71 Net Promoter Score while saving 120 staff hours in 6 months.
Read the full Sergio Hidalgo case study
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We are a client-centered and results-driven law firm, dedicated to providing responsive and effective legal representation. By integrating Case Status with Meruscase, we significantly enhanced our client engagement, reduced response times, and improved overall client satisfaction while efficiently managing cases and keeping clients informed at every step.
See Hanning & Sacchetto's success story
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Case Status helped us scale our client-first approach as we grew. The 5-star app allows clients to self-serve information, reducing inbound calls while we respond to important messages within 4.2 hours versus the 48-72 hour industry average. We've saved 366 hours in nine months and achieved more than double the industry average for client satisfaction.
Discover Mark Thomas's results

Ready to Modernize Estate & Probate Communication?

See how firms streamline updates, collect documents faster, and deliver a calmer client experience—from filing to final distribution.
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Calculate Your Estate & Probate ROI

Automations and a 24/7 portal typically reduce back-and-forth phone time, speed document collection, and keep inventories, notices, and hearings on schedule. Estimate hours saved, monthly savings, and payback.

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Frequently Asked Questions

What is estate & probate client engagement software?

A client-facing layer that centralizes updates, secure messaging, and document requests so families always know next steps—without phone-tag. Learn more in Client Portal.

How does it map to the probate process?

Automated milestones mirror core steps—filings, inventory deadlines, creditor notices, hearings, and distribution—so expectations stay aligned.

Can clients securely upload sensitive documents?

Yes—wills, trusts, death certificates, appraisals, deeds, and creditor claims upload in encrypted threads tied to the matter.

Does this replace our case management system?

No. Case Status complements your CMS; client-facing comms live here while internal records stay in your system. View Integrations.

How do we keep multiple stakeholders aligned?

Use role-based access to include PRs, co-executors, beneficiaries, and advisors with the right permissions.

Will this reduce status calls and emails?

Yes—plain-language updates, timelines, and reminders proactively answer “what’s next?” and cut repetitive outreach.

What about out-of-state assets or multiple properties?

Use cohort/timeline variants and document checklists to coordinate filings and distributions across jurisdictions.

Elevate your client experience

Transform satisfied clients into powerful advocates for your firm with automated review and referral requests.
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Related Resources

Comprehensive Client Engagement Across All Practice Areas

View All Practice Areas
Personal Injury
Complex injury cases requiring extensive medical coordination and settlement negotiations.
Family Law
Sensitive family matters requiring compassionate communication and careful coordination between parties.
Criminal Defense
Time-sensitive criminal cases needing immediate client communication and urgent update capabilities.
Immigration Law
Complex immigration processes benefiting from multilingual support and document-heavy case management.

Probate Practice Resources

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