Streamline Your Estate & Probate Practice
Laura is the matter management platform built for estate planning and probate professionals. Track every matter, bring on new clients with guided intake, and never miss a deadline again.
Everything You Need for Modern Estate Planning
Laura brings matters, clients, and deadlines into one place, designed specifically for the unique needs of estate planning and probate professionals.
Comprehensive Matter Management
Track every detail of your matters with 400+ specialized fields across probate, trust administration, and estate planning. From parties and assets to key dates, everything in one place.
Guided Client Intake
Send prospective clients a secure intake link and let them fill in their own details. Each submission lands in your Contacts, ready to convert into a matter.
Milestone & Deadline Tracking
Never miss a critical date. Calculated due dates and color-coded urgency keep you ahead of filing deadlines, review periods, and client follow-ups.
Requests & Follow-Ups
Capture incoming requests and track them from new to resolved, so nothing your clients or team raise slips through the cracks.
Clio Integration
Keep Laura in step with the system you already use. Sync matters and contacts from Clio so your data stays consistent without double entry.
Multi-Tenant Organization
Built for firms of any size. Manage multiple organizations, teams, and permission levels with enterprise-grade isolation and security.
Simple Workflow, Powerful Results
Laura streamlines your practice from first client contact through to close.
Bring On the Client
Send a secure intake link and let the prospective client fill in their own details. Each submission lands in your Contacts, ready to convert into a matter.
Build the Matter
Capture parties, assets, and key dates across 400+ specialized fields for probate, trust administration, and estate planning.
Track Every Deadline
Milestones with calculated due dates and color-coded urgency keep you ahead of every filing deadline and review period.
Manage to Close
Work the Tracker for a bird's-eye view, resolve incoming requests, and carry each matter through to completion.
Modular by Design, Complete by Default
Each module works seamlessly together to provide a complete estate planning platform, or use them individually based on your needs.
Matters
Central hub for all client matters with 400+ specialized fields for estate planning and probate cases.
Contacts
Bring on new clients with secure intake links and keep every person connected to a matter in one place.
Milestones
Never miss a deadline with intelligent milestone tracking and calculated due dates.
Tracker
Bird's-eye view of all matters and their milestone progress across your practice.
Enterprise-Ready Security
Laura is built with security at its core. Multi-tenant isolation, organization-based access controls, and secure authentication protect your sensitive client data.
Ready to Transform Your Estate Practice?
Schedule a personalized demo to see how Laura can streamline your workflow and help you serve more clients with less effort.