Estate-planning firms

A clearer first consultation. A lower-cost client desk.

Better fit. Lower total cost.

We build estate-planning websites that explain your services and prepare people for the first conversation. We can also replace separate intake, scheduling and client-portal subscriptions with a system built around your firm's process.

Compare your costs See a studio example

Hands organize cream archive folders beside a key and envelope.

Fictional studio concept

A thoughtful introduction

01Choose the planning situation
02Review what to prepare
03Request a first conversation

Proposed workflow

Website and software

What we can build

01 / WEBSITE

Help people prepare to speak with the firm.

Give first-time planning, family changes and reviews of an existing plan their own starting points. Explain the consultation process and attorney backgrounds, then collect the limited details your team needs to review a new inquiry.

02 / SOFTWARE

Keep the preparation and next step with the matter.

Build a client desk for questionnaires, document requests, appointments and outstanding tasks. Your team controls access, checks the inquiry before opening a matter, and can see which records or decisions are still needed.

A project we could build

From a reviewed inquiry to a private preparation checklist

Give the firm a short public inquiry and a staff review step, then open the agreed client questionnaire and document checklist when appropriate.

What it could replace

The intake, scheduling and portal subscriptions covered by the build
Matter-task or practice-management software when its used functions are included

Costs to account for

Hosting, protected file storage and notification delivery
Electronic signing, payment or specialist services selected during scoping

Include existing-matter migration, access controls, file storage and ongoing support. Compare the full replacement price with the subscriptions the firm can actually cancel.

Explore the concept

Try a website example

Stillwater Estate Law

Choose a life event and mark a document checklist as ready, to locate, or to discuss. Print the preparation note.

Try this demoFictional business. Working design concept. This demonstrates the website and tool described here, not a deployed client system or a claim of results.

Cheaper and better

Spend less on intake and keep each matter together.

A shared client desk can replace separate forms, scheduling, portal and reminder subscriptions. We target a lower total cost after the build, migration, hosting and support, with one place for clients to find requests and staff to see what is missing.

Compare the full cost: Augmere’s price, migration, hosting, support and any services you retain. Count staff time saved separately from subscription savings.

How we compare price and performance

Compare your options

Get a better setup.
Pay less for it.

Send your website, an agency quote or the software you pay for. We’ll compare the complete cost and the improvements a custom build can deliver.

Compare your project