FOR PRACTICES
Document completeness infrastructure for law firms, wealth managers, CPAs, and estate professionals. No more chasing. No more gaps.
Book a pilot conversationEvery client, matter, or engagement becomes a structured entity graph. Properties, accounts, policies, beneficiaries — all mapped with lifecycle states that know what documents each one requires.
PAM continuously computes the diff between what's required and what's on file. Missing estate documents, expired filings, incomplete client files — surfaced before they become audit findings or malpractice exposure.
Scoped, time-bound access for clients. They see what you need from them — nothing more. A client portal that reduces your “can you send me…” emails to zero.
Select your practice type to see how PAM fits.
We use Clio for billing, but nothing tells us if the estate file is actually complete. We find out when something's missing at the worst possible moment.
Our compliance team does manual audits once a year. Half the findings are documents we should've collected at onboarding.
Every matter has a document checklist that lives in someone's head. When that person is sick or leaves, we're blind.
I bill at $400/hour but spend 30% of tax season on “did you get the 1099 from Schwab?” emails. It's the worst part of my job.
Every family thinks they have the paperwork together. They never do. I spend half my time helping them find what should've been filed years ago.
Start with 5 active matters or clients. We'll help you configure entity graphs and lifecycle rules for your practice. If PAM doesn't surface at least 3 document gaps you didn't know existed, you pay nothing.
Start a pilot conversationFree 60-day pilot. No credit card. No commitment.
We'll send you our B2B case study when the first pilots complete.
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No spam. One email when results are in.