Probate & estate matter managementTrack. Manage. Settle. Confidently.
EstateClock keeps every probate file, deadline, and conflict in one place — with state-specific workflows built for Wisconsin and Minnesota practices.
A pure matter tracker — EstateClock tracks the work; your document system keeps the files.
Everything an estate practice needs to stay on schedule
Purpose-built for estate planning, probate, and real-estate transfer work — not a generic case manager bent to fit.
Wisconsin & Minnesota workflows
Pick the state at intake and EstateClock seeds the right tasks, checklist, and statutory deadlines — informal or formal probate, and state-specific deed recording.
Deadlines & hearings, never missed
Every statutory deadline and court date in one timeline, with escalation and a private calendar feed your team can subscribe to.
Conflict checks in seconds
Clear conflicts across every client and related party — including archived matters — before you take on new work.
Your whole team, the right access
Attorneys, paralegals, assistants, and interns each see exactly the matters they should. Assign work and watch it flow to the right dashboards.
Works with NetDocuments
Link each matter to its document workspace. EstateClock tracks the matter; your document system keeps the files — no duplication.
Audit trail & oversight
Encrypted client data, a complete who-did-what audit log, and admin analytics that show how the whole practice is moving.
From intake to closing
Open the matter
A state-first intake wizard captures the client, the people involved, and runs a conflict check — then seeds the matter with the correct workflow.
Track every task & date
Stages advance the work automatically, deadlines stay anchored to the right events, and nothing slips between hand-offs.
Settle with confidence
Close the estate with a full audit trail and a downloadable, time-stamped report of everything that happened — and who did it.
Built for the trust your clients expect
Estate work means sensitive family and financial details. EstateClock is built to keep them protected and accounted for.
Sign in to your firm- AES-256 encryption of client & party contact details at rest
- Complete, append-only audit trail of every change
- Role-based access and per-matter visibility controls
- Strong password policy, lockout, and session revocation
Ready to settle estates with confidence?
Sign in to your practice, or reach out and we’ll get your firm set up on EstateClock.