Confresh Connect vs EstateEngine

Confresh Connect helps the Confresh team manage customer communication from one business number. Send and receive SMS, place and receive business calls, review call history, keep customer conversations organized, and stay on top of follow-ups from the field or office. Use Confresh Connect to: • Send and receive text messages from the Confresh business line • Make outbound calls that display the business number • Receive incoming business calls in the app with CallKit support • Review recent calls and message history in one inbox • Keep customer contacts organized for faster follow-up • Use AI handoff summaries powered by Chatbase to keep context after missed or transferred conversations Confresh Connect is built for internal business use by the Confresh team.

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.