How Slatewell Helps
Use Slatewell for any or every aspect of planning, administration, and probate.
Get clients into your practice and started on the right foot
See a client's full financial picture and plan structure
Work effectively with your team and the client's advisors
Your own drafts, letters, and forms with one click
Improve your financials while preparing for the future
Digital Intake Questionnaires
Build a custom questionnaire or use our pre-built template to effortlessly collect everything you need from the client.
Import from Financial Statements
Communicate with Wealth Advisors
Reduce email chaos with contextual communications directly on a client matter.
One-click to see a full breakdown of a client's assets by owner.
Plan Diagrams and Scenarios
Create plan visualizations instantly to explore various scenarios and ensure clients and their advisors are aligned.
Give drafters everything they need to create plan documents, including pre-selecting forms and provisions.
Tasks and Annotations
Create a workflow on Slatewell and use with each matter to ensure a repeatable process. Add ad-hoc tasks and annotate any piece of matter information.
Share with clients, financial advisors, or other relevant parties to gather feedback or provide final documents.
Redlines and Comments
Easily collaborate within the firm, with clients, or external advisors with Word-compatible redlines and comments. Smooth, cross-team workflows have never been simpler.
Slatewell will transform your existing forms library into automated templates, no technical skills required. Any Word doc from trust agreements to beneficiary letters to binder cover pages.
Make standard language simple to use anywhere, with full customization capabilities for each client.
Probate & Financial Institution Forms
Use our library of probate forms for any jurisdiction to create a completed petition in seconds, or our financial institution forms to produce TODs. And if you need something special, any PDF can be automated on Slatewell.
Save hours of non-billable time on every matter, saving tens of thousands of dollars every month.
Move institutional knowledge from a small group of tenured legal staff to a central workflow.
Drive More Referrals
Strengthen relationships with financial advisors to become the preferred firm of choice with a modern, collaborative experience for the client and advisor alike.