LIFESuite
Helping to protect what you’ve spent a lifetime to build.
Case management built for elder law firms.
Clients, cases, billing and reporting in one secure, browser-based app.
Designed around the way your team works.
What’s included
Everything your practice tracks, without the clutter
A fast, clear web app in place of bloated desktop software. Everyone on your team, from administrative staff to attorneys, can find, enter and report on case data with confidence.
Clients & intake
- New and existing clients
- Screenings saved as you go
- Intake templates and guided forms
- Convert a screening to a case
Cases
- Case details and plan types
- Case notes
- Team members and their roles
- Referral sources
- Appointments synced with Microsoft 365 or Google Workspace calendars
Billing & reporting
- Billing to multiple operating accounts
- Quick reports for case activity and accounting
- Dashboards with real-time numbers
Security
Your data is secure
Elder law files hold some of the most sensitive information there is. LIFESuite is built to keep it safe.
- A separate database for each firm
- Encrypted in transit and at rest
- Social Security numbers encrypted, with restricted access
- Daily backups of your firm’s data
- Passwords checked against known data breaches
- Sign in with Microsoft 365, Google, or email
- LIFESuite’s own 2FA on every sign-in, for added security
- Trusted browsers skip 2FA for a set number of days
- Access by invitation only, no public access
- Automatic sign-out after a set period of inactivity
Interested in LIFESuite for your firm?
Tell us a little about your firm and we’ll be in touch.