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Firm Setup
Start Here
Upload the court forms your firm already uses. Heirlo will map them to the right drafting steps.
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Template readiness
Setup Complete
Heirlo is ready for daily use.
The required probate templates are mapped. Start Here can now step out of the way.
Firm Template Setup
Start with the forms used most often in probate. Missing items can be added later from Documents.
Firm Workspace
Overview
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Estate Planning
Heirlo-drafted wills, trusts, and planning packages — reviewed and approved by you.
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Total Plans
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In Drafting
0
In Review
0
Signed
| Client Name | Plan Type | Status | Attorney | Last Updated |
|---|
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Create your first estate plan to start using Heirlo-assisted drafting for wills, trusts, and planning packages.
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Estate Planning
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Plan
Estate Plan
Client: — · Plan type: —
Intake
1
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Prepared by Heirlo, waiting on attorney approval
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Document preview
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Plan Pulse
Step
Intake
Plan type
—
Heirlo status
Draft ready for approval
Blocked by
Attorney approval
Estate planning workflow
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Estate
Client: — · — · —
Stage 1: Investigation
| ✓ | Task | Status / Notes |
|---|
The following required Stage 1 items must be completed before you can advance this case:
Step 1
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Goal-based workflow
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Heirlo already prepared
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Attorney reviews
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Draft preview
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Case Pulse
Phase
Pre-Filing
Case type
Florida Summary Admin
Heirlo status
Draft ready for approval
Blocked by
Attorney approval
Case Documents & Deadlines
Checklist 0
Deadlines 0
Parties 0
Document Checklist
—Key Dates & Deadlines
—Related Parties
—At a Glance
Case essentials and upcoming work.
Case Summary
Decedent · DOD—
Case type—
Matter stage—
Court / location—
Opened—
Upcoming Work
Open Tasks or Calendar to review upcoming work.
Client & Contacts
Primary contact—
Client—
Intake source—
Billing
Invoices, received payments, retainers, and outstanding balances.
Estate assetsView inventory
No assets added yet.
Review & guided actionsChecks, permissions, and history
Guided Actions
Firm-controlled permissions
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Guided Actions
History
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Activity historyNotes, files, and case updates
Checklist Workstation
MatterWills & Trusts
Drafting workspace for testamentary plans, trust packages, and attorney review.
Wills & Trusts Is a Premium Workspace
Upgrade to Pro or Enterprise to create estate planning packages, track drafting status, and manage execution workflows.
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Active Plans
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Drafting
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Attorney Review
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Ready to Sign
| Client Name | Plan Type | Current Step | Next Action | Attorney | Updated |
|---|---|---|---|---|---|
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Starter accounts can preview this workspace, but only Pro and Enterprise subscribers can use it.
Contacts
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0
0
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Activities
Firm-wide activity feed with filters and context.
to
Activity today
24
+5 vs yesterday
Notes logged
12
Last 24 hours
Calls completed
7
Average 14 min
Docs uploaded
5
Today
Open billing to load saved records.
Open billing to load saved records.
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Documents
Your firm’s files, templates, and document requests.
0 templates
0 source files
0 requests
All source files
0 selected
Filters
Tags
Owner
Date range
Size (MB)
Drop Files Here to Upload
PDF, Word, spreadsheets, and images
Document Requests
Track required docs for intake and matters.
Templates
Map each form to the probate document it should produce.
Activity Log
Recent uploads, edits, and downloads.
Showing Google My Business
Review health
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Recent reviews
Newest profile feedback from Google Maps.
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Google Analytics
Website Session Performance
Connect a GA4 property to monitor website sessions and attribution touchpoints.
Sessions--
Active users--
Events--
Property--
Top Sources
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Top Landing Pages
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Google Ads
Paid Search Performance
Connect a Google Ads customer to monitor campaign activity for attribution.
Clicks--
Impressions--
Spend--
Conversions--
Top Campaigns
No campaign data loaded.
Search Console
Organic Search Performance
Connect a verified property to monitor clicks, impressions, and search terms.
Clicks--
Impressions--
CTR--
Avg. Position--
Top Queries
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Top Pages
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Traffic / Leads
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Spend
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Cost per Lead
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Consults
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Conversion Rate
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Projected Revenue
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Channel Notes & Recommendations
Marketing Hub
Ad & Analytics Integrations
Connect your analytics and advertising API accounts to sync campaigns and enable automated attribution.
Google LSA
Local Services AdsSync leads, retrieve call recording playbacks, and link callers directly to CRM prospects.
Google Ads
PPC CampaignsImport paid search budget pacing, click-to-call extensions, and conversion ROI.
Google Analytics
Conversion FlowTrack landing page visitor hits, digital intake submissions, and custom events.
Search Console
SEO RankingsIngest organic keyword impressions, search position click CTRs, and site indexes.
Facebook Ads
Social Ad LeadsSync leads directly from Facebook instant lead generation forms into your intake queue.
Instagram Ads
Visual Media AdsTrack metrics and conversions for Instagram Story ads, Reels, and interactive DMs.
LinkedIn Ads
B2B Referral LeadsPull professional leads and inquiries from target networks and B2B firm listings.
First-Touch Attribution
Lead Source Matching
Tie intake timestamps back to tracked marketing touchpoints, call events, and campaign signals.
Matched leads
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Top medium
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Avg. confidence
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Model
First touch
| Lead | First touch | Lead time | Confidence | Why |
|---|---|---|---|---|
| Run attribution to match recent intake leads. | ||||
Google LSA Lead Calls
Match caller IDs, stream recordings, and attribute sources directly to client matters.
Connected to Google LSA. Streaming live call recordings.
Calls received
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Qualified leads
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Missed calls
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Booking rate
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Incoming LSA Lead Calls
| Lead | Phone | Status | Received | Duration |
|---|
Lead Details
Select a call to link.
Call recordings stream from Google once connected.
Select a call from the list to analyze and attribute.
Verified Leads
0
Across all sources
High Intent (Hot)
0
Propensity > 70%
Avg. Confidence
0%
Data reliability score
Active Runs
0
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Referral Partner Finder
Discover local funeral homes, wealth advisors, CPA firms, and trust managers to grow your referral network.
1. Target Region
2. Partner Type / Keyword
Quick Suggestions
Start Your Search
Select a partner type and target region on the left, then click Find Partners.
Scanning regional registries and intelligence feeds...
Discovered Partners
Direct Enrichment Lookup
Uncover deep insights on prospects, companies, and market opportunities.
Trending:
?
Company Name
domain.com
Technology
San Francisco, CA
Company description goes here...
1,000 - 5,000 employees
2005
$500M+
85%
Based on recent funding and hiring patterns.
React
Node.js
AWS
Custom Referral Pitch
Drafting personalized outreach message...
Enrichment Actions
Source Confidence
92% Reliable (Verified via Apollo)
Reports
Generate, schedule, and share insights across matters, billing, and performance.
Case & Matter Insights
Track workload, timelines, and outcomes.Matter Health
Active Matter Overview
Stage distribution, deadlines at risk, and top blockers.
12 metrics
Updated daily
Cycle Time
Case Duration & Aging
Median time to close by matter type and attorney.
8 metrics
Updated weekly
Outcomes
Disposition & Result Rate
Closed matters by outcome, fee type, and referral source.
10 metrics
Updated monthly
Financial & Billing
Revenue, collections, and profitability.Collections
Accounts Receivable Aging
Current, 30/60/90+ days outstanding and top payers.
11 metrics
Updated daily
Profitability
Realization & Margin
Fee vs. cost by matter, phase, and timekeeper.
14 metrics
Updated weekly
Trust
Trust Account Activity
Deposits, disbursements, and compliance checks.
7 metrics
Updated daily
Time & Productivity
Timekeeper utilization and capacity.Utilization
Billable Hours & Targets
Actual vs. target by attorney, week, and matter.
9 metrics
Updated daily
Capacity
Workload & Allocation
Open tasks, staffing ratios, and time to assign.
6 metrics
Updated daily
Write-offs
Time & Fee Adjustments
Write-downs, write-offs, and reason analysis.
5 metrics
Updated monthly
Client & Intake
Pipeline performance and client satisfaction.Pipeline
Lead to Matter Conversion
Conversion rate by source, campaign, and intake team.
8 metrics
Updated weekly
Service
Client Experience Score
Survey results, response times, and review trends.
6 metrics
Updated monthly
Referrals
Referral Partner Activity
Top partners, conversion rates, and fee splits.
7 metrics
Updated monthly
Report Builder
Mix fields, filters, and visualizations to craft a custom report.
Data Sources
Matters
Time Entries
Invoices
Payments
Tasks
Contacts
Filters
Practice area
Timekeeper
Billing status
Layout
Revenue by Matter Type
Top Timekeepers
Billing Status Table
Visuals
Chart type
Group by
Sort
Delivery
Schedule
Recipients
Operations Center
Move intake work forward and review outgoing communications.
Intake queueRecently updated
Communications in the current view
Prepared
0
Approved
0
Sent
0
Needs Attention
0
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Firm Team
Members
Team member
Role
Status
Last active
Actions
Role guide
Firm Administrator
Full firm access, including team management, billing, and settings.
Attorney / Paralegal
Case work, documents, tasks, and reports. No user administration.
Intake
Leads, contacts, pipeline, and day-to-day follow-up.
Individual permissions can customize workspace access. Administrative actions remain limited by role.
Workflow List
Manage inbound automation triggers and webhook workflows.
Name
Status
Total Enrolled
Active Enrolled
Last Updated
Created On
Actions
Workflow
Draft
Publish
Saved
Workflow Settings
Configure how this workflow runs, including its default options and behavior.
Contact
Allow re-entry
Allows a Contact to re-enter once it has left this workflow.
Allow multiple Opportunities
Runs separate executions per Opportunity.
Stop on response
Ends workflow for a Contact if they respond to a message.
Communication
Specific Time Window
Restrict actions from being sent outside your window.
Mark as read
Mark workflow conversations as read.
No enrollment history yet.
No execution logs yet.
Firm Settings
Settings
Manage firm access, billing, document workflows, notifications, and Heirlo controls.
Profile
Your personal workspace identity.
Avatar Photo
Shown in the header, comments, and document review.
Security
Session and account protection.
Current Session
Signed in on this device.
Active
Access Keys
Managed securely by the server.
Hidden
Firm Workspace
Production settings your team uses day to day.
Firm Profile
Name, address, courts, and default contact details.
Document Templates
Firm-approved pleadings, affidavits, and court forms.
Notifications
Email and dashboard alerts for tasks, shares, and uploads.
Team Access
Create firm users, assign roles, and control access to firm matters.
| Name | Role | Status | Actions |
|---|
Guided Action Permissions
Choose which roles can see and use firm-guided matter actions.
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Billing
Plan, subscription, and Heirlo usage.
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Total calls
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Tokens used
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Document Reading
Heirlo Services
Connected services that power document reading, drafting, billing, and editing.
Connected
Document Reading
Source documents are read and saved to the matter for drafting context.
Connected
Document Editor
Generated drafts can be opened, saved, printed, and shared inside Heirlo.
Connected
Billing
Subscription and invoices are managed through the billing portal.
Phone Lead Capture
Not connected
Connect a phone provider to register calls, texts, and voicemails as Intake leads for this firm.
Waiting for the first phone event.
Guided Action Recovery
Monitor approved or failed guided actions that may need follow-up.
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Guided Action Activity
Review completed, failed, and denied firm-guided actions.
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Subscribers & Accounts
Platform administration portal. Monitor active accounts, databases, and LLM consumption.
Total Subscribers
0
Firms onboarded
Active Trials / Accounts
0
Status: Active
Suspended / Past Due
0
Access blocked
Total Heirlo Tokens Used
0
Aggregated API metrics
Firms Directory
| Firm Name | Stripe Sub ID | Plan Tier | Status | Users | Matters | Heirlo Calls | Heirlo Tokens | Actions |
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