For Trust and Estates Counsel
Full visibility into every case, not just the one in front of you.
Your clients get Perpetua's automated discovery engine, and you get full visibility across your entire caseload: what's been addressed and where the gaps still are.
Caseload View
Per-Client Licensing
Your firm purchases one license per client. Pricing scales with your caseload, from solo practitioners to full firms.
Our Platform
Automated Discovery
Every client's inbox is scanned automatically, so your team spends less time relying on what a client happens to remember.
Caseload Visibility
See every open matter at a glance, with clear signals on where each estate stands.
Built for Firms
One license per client, purchased by your firm, so clients never see a paywall on your recommendation.
How Perpetua Supports Your Practice
- 01
Support Clients Beyond the Legal Work
Give clients practical help with the administrative work of settling an estate, without expanding the scope of your representation.
- 02
Protect Your Team’s Time
Reduce routine questions and non-legal support requests so attorneys and staff can stay focused on higher-value work.
- 03
Keep Estate Administration Moving
Help clients identify what needs attention, stay organized, and make progress between legal milestones.
- 04
Build Stronger Client Relationships
Create a more supported and less overwhelming experience that clients will remember and recommend.
Security & Compliance
Estate information requires careful treatment. Our platform is designed to limit unnecessary access while helping authorized representatives find the information they need. We only request what's needed to complete a task, retain data no longer than required, and never sell or share client information with third parties.
- CASA Tier 2 Certified
- SOC 2 Type II (In Progress)
- GDPR Aligned
Ready to expand what your firm offers?
Our plans scale with your firm's size and caseload, from solo practitioners to full firms. See how Perpetua fits into your practice in just 20 minutes.