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Standardizing Estate Planning Workflows with a Digital CRM App
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Standardizing Estate Planning Workflows with a Digital CRM App
Standardizing Estate Planning Workflows with a Digital CRM App
Tech Used
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iPad Mobile App: React Native
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Backend: Node.js, MongoDB, AWS
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Integrations: Capsule CRM, WillSuite, Google SSO
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Offline Data Capture & Sync Architecture
Problem Statement
The client’s estate planning process relied heavily on manual data gathering, including a 35-page paper document spread over multiple meetings. This led to:
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Slow onboarding and case processing
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High dependency on consultant interpretation
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Repeated data entry with risk of errors
-
Difficulty maintaining audit-ready documentation
-
Limited real-time visibility across cases and client data
They needed a digital workflow system that could streamline client data capture, automate document generation, and integrate with their existing legal & CRM systems.
Solution by Us
We developed a custom CRM platform and companion iPad application to digitize and automate the estate planning workflow:
-
Structured digital questionnaire-based intake system to replace manual 35-page forms
-
Ability to add leads, create opportunities, track case progress, and manage client interactions
-
Offline-first functionality, allowing consultants to capture information during in-person meetings without internet
-
Automated contract and legal document generation with built-in e-signature support
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Seamless integration with Capsule CRM, WillSuite & Google SSO for secure data flow
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Designed with standardized templates and processes, allowing faster training, consistency, and reduced errors
-
Continuous enhancement support as the product evolves toward a SaaS offering
Benefit to the Customer
-
Eliminated paper-based workflows, saving significant consultant time
-
Improved data accuracy and audit readiness through structured digital capture
-
Standardized internal processes, making scaling operations faster and easier
-
Enhanced customer confidence with professional, well-organized digital client interactions
Measured Impact:
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~75% reduction in time spent on client intake & documentation
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Significant reduction in manual errors and repeated data entry
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Stronger operational control with centralized visibility
Exclusive:
Our team gained deep working knowledge of estate planning terminology and workflows, making us well-prepared to support similar companies in this domain.
Problem Statement
The client’s estate planning process relied heavily on manual data gathering, including a 35-page paper document spread over multiple meetings. This led to:
- Slow onboarding and case processing
- High dependency on consultant interpretation
- Repeated data entry with risk of errors
- Difficulty maintaining audit-ready documentation
- Limited real-time visibility across cases and client data
They needed a digital workflow system that could streamline client data capture, automate document generation, and integrate with their existing legal & CRM systems.
Solution By Us
We developed a custom CRM platform and companion iPad application to digitize and automate the estate planning workflow:
- Structured digital questionnaire-based intake system to replace manual 35-page forms
- Ability to add leads, create opportunities, track case progress, and manage client interactions
- Offline-first functionality, allowing consultants to capture information during in-person meetings without internet
- Automated contract and legal document generation with built-in e-signature support
- Seamless integration with Capsule CRM, WillSuite & Google SSO for secure data flow
- Designed with standardized templates and processes, allowing faster training, consistency, and reduced errors
- Continuous enhancement support as the product evolves toward a SaaS offering
What our clients say
Tech Stack
React Native
node.js
MongoDB
AWS
Capsule CRM
Google SSO
Offline Data Capture & Sync Architecture
Benefit To The Customer
- Eliminated paper-based workflows, saving significant consultant time
- Improved data accuracy and audit readiness through structured digital capture
- Standardized internal processes, making scaling operations faster and easier
- Enhanced customer confidence with professional, well-organized digital client interactions
Measured Impact:
- ~75% reduction in time spent on client intake & documentation
- Significant reduction in manual errors and repeated data entry
- Stronger operational control with centralized visibility