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LawSafe

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Last Updated: October 20th, 2022


LawSafe Overview

Description

LawSafe® is a client-facing estate planning portal designed to store, organize, and share clients’ documents, checklists, and related information – everything fiduciaries need in case of an emergency and after death. The platform enables estate lawyers to establish portals for their clients and give them and their families regulated access to three specially designated organizers for Documents, Financial Information and Personal Information.

Product Snapshot

Parent Company
LawSafe Systems, LLC
Year Founded
2019

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Client Portals
Messaging
Mobile App
Group Messaging
Client Reviews
Document Sharing
Task Assignments
Client Intake
CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
Email Management and Security
Predictive Email Filing
Encrypted Container
Remote Wipe
Certificate Based Device Authentication
Matter-Based Email Storage
Email Folder Mapping
Email Encryption
Email Open Tracking
Message Level Encryption
Two-Factor Authentication
Show more

Learning Resources

Videos


Product Snapshot

Parent Company
LawSafe Systems, LLC
Year Founded
2019

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