EstateEngine

Estate Engine is the mobile companion to the Estate Engine platform — the all-in-one practice system for modern estate planning firms. Bring your firm's phone line and text inbox with you, so you can stay reachable for clients without ever giving out your personal number. Take calls anywhere. Inbound calls to your firm's line ring directly on your device. Place outbound calls that show your firm's caller ID. Crystal-clear voice over Twilio's carrier-grade network. Two-way SMS, with media. Send and receive text messages — including photos and attachments — through your firm's number. Every message is logged in your Estate Engine workspace so nothing falls through the cracks. Real-time notifications. Push alerts for incoming calls and texts, even when the app is in the background. Tap a message notification to jump straight into the conversation. Designed for practicing attorneys. Whether you're in court, with a client, or away from your desk, Estate Engine keeps you connected to the people who need you — without compromising the work-life boundary. Estate Engine for mobile requires an active subscription to the Estate Engine practice platform.