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Total Clients
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Active trust accounts
Documents
0
PDFs + Word docs on file
Plans Active
0
Fully executed trusts
Pending Intake
0
Awaiting questionnaire
Revenue Collected
$0
Paid orders
Awaiting Payment
$0
Orders placed, unpaid
Total Orders
0
All time
Open Consultations
0
Private Client pipeline
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Clients
Manage all trust and estate plan clients
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| Client Name | Trust Name | Plan Type | Status | Exec. Date | Docs | Actions |
|---|
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Document Vault
All trust documents across all clients
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Intake Forms
Client questionnaire submissions
Orders
Self-service purchases and fulfilment status
Consultation Pipeline
Private Client inquiries and where each one stands
Settings
System configuration
Firm Information
Data Management
🔒 Server mode. All data is stored securely in your database, not in the browser. Every action is written to the audit trail.