Audience

Lawyers wanting a tool to optimize their practice and meet the needs of their clients

About Slatewell

Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows.

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Slatewell
Founded: 2021
United States
www.getslatewell.com

Videos and Screen Captures

Slatewell Screenshot 1
Other Useful Business Software
MongoDB Atlas runs apps anywhere Icon
MongoDB Atlas runs apps anywhere

Deploy in 115+ regions with the modern database for every enterprise.

MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Start Free

Product Details

Platforms Supported
Cloud
Support
Online

Slatewell Frequently Asked Questions

Q: What kinds of users and organization types does Slatewell work with?
Q: What languages does Slatewell support in their product?
Q: What kind of support options does Slatewell offer?

Slatewell Product Features

Law Practice Management

Calendar Management
Email Management
Billing & Invoicing
Contract Management
Conflict Management
Time Tracking
Document Management
Trust Accounting
Task Management
Client Portal
Legal Case Management
CRM