Keep every estate moving through the court's timeline—without carrying the document chase, the beneficiary calls, and the quiet-month reassurance yourself.

It's written down before launch. 'What do I bring to the signing' and 'has the inventory been filed yet' get answered from language you approved. 'Should I sell the house' or 'can I reimburse myself for the funeral' are fiduciary and legal questions — captured word for word, attached to the matter, and routed to the attorney, with the client told plainly that one is for the lawyer. Anything not covered by an approved answer goes to a human instead of getting sent.

It's built for them. Every message uses condolence-aware language you approve, the cadence is patient by design, and big requests are broken into one small ask at a time — because a stalled request from a grieving representative is almost never carelessness. Stop rules are honored, tone is sampled before launch, and anyone who is clearly struggling gets a human, not another reminder. Most families experience the result as the firm being unusually attentive, not automated.

Only to the people you authorize, at the level you authorize, matter by matter. A beneficiary on the approved list gets administrative answers in your approved language — where the matter is in the process, what happens next — and every contact is logged. One who isn't cleared gets a warm, firm referral to your office. Nothing substantive — who gets what, and when — is ever discussed by anyone but the attorney.

No — docketing and deadline calculation are legal responsibilities and stay with your team. What Deptly tracks is readiness against those dates: whether the statements the inventory needs have arrived, whether the receipts and releases came back signed, whether the certified copies were actually received. Your calendar owns the deadline; Deptly makes sure the file isn't the reason the date is hard.

Both, within honest limits. Deptly follows up on the requests your office has placed — the date-of-death valuation, the payoff letter, the claim form — and flags anything that's gone quiet past your threshold. It also equips your client to make the calls only an account holder or representative can make, with short what-to-ask-for scripts you approve. An institution that refuses or demands legal process goes to the attorney, not another follow-up.

The billing model is encoded during setup, whatever it is: an upfront retainer, monthly invoicing, flat fees by phase, or fees paid at closing subject to court approval. Deptly follows the arrangement you actually use — replenishment reminders, invoice follow-up, cost tracking — on your cadence and in your tone. Anything hardship-shaped, disputed, or sensitive comes to you rather than being pushed by script.

Long matters are exactly where a system beats memory. A busy team's attention naturally goes to whatever is on fire this week, so a two-year administration with a quiet middle gets forgotten by everyone except the beneficiaries. Deptly's cadence is calendar-driven — the scheduled accounting, the annual check-in, the distribution milestone — so year two gets the same follow-through as week two, and the weekly brief keeps every long matter visible.

It goes to the attorney immediately, with the full thread attached — and Deptly steps back on that matter to whatever you instruct, typically logistics-only or a full stop. It never argues, never persuades, and never communicates with an opposing party or their counsel. The early-warning value is real: a beneficiary's tone shifting inside a logged thread reaches your desk before it becomes a filing.

The model is working inside what you already run, not replacing it — contacts, notes, tasks, and document status land in your system of record so your team sees one truth. Platforms like Clio, MyCase, and Smokeball are common in the estate practices we talk to; your exact setup, including any estate-accounting tools, is confirmed during discovery rather than assumed.

That's one of the setups it helps most. Remote representatives run on phone, email, and mail — which means time zones to respect, original documents in transit to track, and a client who can't just stop by with the deed. Deptly schedules around their hours, tracks wet-ink packets in both directions, keeps count of certified copies before they run out, and keeps the representative oriented so distance never reads as neglect.

A straightforward first workflow can often launch in days — for estate practices that's usually intake and consultation booking, or milestone updates and document chasing on your open administrations. Deeper work inside your practice management system, and anything touching billing, takes longer to set up carefully; regulated and high-judgment work always earns the extra time. We'll tell you which side of that line your firm falls on before anything is committed.

Pricing follows scope — which workflows Deptly carries, how many open matters move through them, and which systems are involved — not a per-seat software tier. Many estate practices start with a single contained workflow; document chasing on open administrations is a common first choice because stalled files are visible, expensive, and easy to count. The pricing page explains the starting models, and a scoped recommendation comes from a short conversation about your caseload.