Sound familiar?
These are the daily frustrations holding estate planning practices back.
Hours wasted on intake
Manually collecting client information via phone, email, and PDF forms consumes time that should go toward billable work.
Document drafting bottlenecks
Hand-editing templates for each client is error-prone and limits how many matters you can handle at once.
Client communication chaos
Scattered emails and missed calls make it hard to keep clients informed and cases moving forward.
Slow signing cycles
Physical signatures require in-person appointments, causing delays that frustrate clients and slow your revenue.
One platform. Every part of the workflow.
ePlanHub handles everything from first client contact to final signed documents.
Custom intake questionnaires
Build structured intake forms for wills, trusts, POAs, and more. Clients complete them on their own time. You get clean, organized answers—no follow-up needed.
One-click document generation
Map intake answers to your document templates. Generate fully populated wills, trusts, and ancillary documents in seconds, ready for your review.
Centralized client management
Every client, matter, and document in one place. Full timeline visibility from intake to signed documents.
Integrated e-signatures
Send documents for electronic signature directly from the platform. Track signing status in real time. Legally binding across all 50 states.
Automated notifications
Clients are automatically notified when documents are ready, when their signature is needed, and when their plan is complete.
Practice analytics
See matter throughput, pending signatures, and client activity at a glance. Know exactly where each case stands.
What attorneys achieve with ePlanHub
Real, measurable improvements for practices of every size.
- Reduce intake time by up to 70%
- Handle more matters without additional staff
- Eliminate in-person signing appointments
- Improve client satisfaction and referrals
- Full audit trail for every document action