Keepsake

Keepsake redefines the estate planning experience for both attorneys and clients. Simplified Intake: Expedite the manual process of client intake by creating, sending, and managing intake forms in one place. Eliminate repetitive tasks by integrating matter information directly into your drafting, CRM, and case management tools. The Client Portal: Offer a seamless and engaging client-facing portal that covers much more than a traditional estate plan. The client portal securely stores completed estate documents, facilitates attorney-client communication, and offers a family repository for 100+ supplemental estate planning topics such as passwords, documents, photos, family recipes, life stories and much more. Stand out from the crowd, stay top of mind, and ensure your clients' legacies are preserved for generations to come. For more information, check out: hellokeepsake.com