Embedded in your company website!




Lawsuite is ideal for individuals establishing a clientele for estate management and marketing financial products.

It seamlessly integrates with your firm's website, allowing advisors to input and send client instructions online..

As your team of advisors grows, Lawsuite streamlines training, freeing them to concentrate on client relationships.

Clients can receive their documents either through your company after approval or directly from consultants using their own devices.