Automate your firm, streamline your workflows, and reclaim your time for the work that matters.
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Why Estate Planners are Switching to Bowline
Stop fighting with tools built for litigators. Bowline is the only practice management system hard-coded for the way Estate Lawyers actually work.
Purpose-Built for Your Practice
Eliminate the Administrative Drag
Most estate planning attorneys are buried under manual tasks: chasing clients for documents, fielding status update emails, and toggling between disconnected tools. The work that actually requires a law degree gets lost in the shuffle.
Bowline solves this
We didn’t just build a CRM; we built a system that automates the specific, repetitive workflows of estate administration so you can focus on your clients, not your spreadsheets.
Risk Everything on “Generic.” or Experience the Bliss of a System Built for You.
Every minute spent re-typing family data or chasing asset lists is a minute you aren’t growing your firm. You risk burnout by trying to manage complex estates with software that doesn’t understand them.
The Risk: Death by a Thousand Tasks
Data flows from intake to draft without you typing a name twice.
Your dashboard instantly tells you exactly which trusts are funded.
You get home for dinner on time because the “busy work” is gone.
The Bowline Difference
Why Choose Bowline Over Generic Legal Software?
The Risk: Death by a Thousand Tasks
Built for Estate Planning
Others try to serve everyone. Bowline is hard-coded for the specific lifecycle of a trust or estate matter. We’ve already done the customization work for you.
Powered by Zoho
Benefit from world-class security and infinite customizability. Unlike “closed” systems, Bowline allows your firm to tailor every app to your exact needs.
The “Knot” of Reliability
Like the bowline knot, our platform is simple, reliable, and trusted to hold when the stakes are real. Advance to a streamlined system that cares about your practice.
Experience the Bliss of Process Control.
Ready to Stop Fighting Your Software?
See how Bowline handles intake, matter management, and client communication — purpose-built for estate planning.
Book A DemoReal Problems. Solved by Experience.
“I saw dozens of firms struggling with the same administrative bottlenecks. I built Bowline to be the system I kept having to build from scratch for my clients—built once, and built right.”
— Jed Thomas, Founder.
Questions Often Asked
Clear answers for forward-thinking estate planners. Discover how Bowline replaces generic workarounds with specialized automation to help you reclaim your time and scale your firm.
Book a DemoCan I switch plans later?
Yes. You can upgrade from Free to Tier 1 or Tier 2 at any time. If you’re on Tier 1 and want to add the intake app and client portal, upgrading to Tier 2 is straightforward — your existing configuration carries over.
Is there a setup fee?
Tier 1 has a $500 one-time setup fee, and Tier 2 has a $1,000 setup fee. These cover professional installation and configuration of your Bowline system — estate planning fields, layouts, pipelines, automations, and integrations. We do the work so your system is ready to use when you get it. The Free tier has no setup fee.
Is my data secure?
Your data is stored in Zoho’s infrastructure, which is SOC 2 Type II certified, GDPR compliant, and uses 256-bit AES encryption at rest and TLS encryption in transit. Zoho operates data centers with ISO 27001 certification. You maintain full ownership and control of your data at all times.
Do you offer a free trial?
We offer a Free tier that gives you Bowline’s estate planning copy customization applied to your Zoho CRM at no cost. This lets you experience the foundation of the system before committing to a paid tier. For Tier 1 and Tier 2, we recommend booking a demo so we can show you the full platform in action.
Do you offer training?
Yes. All paid tiers include weekly live office hours via Zoom and access to our knowledge base with video tutorials, how-to articles, and Zoho resources. We also provide onboarding guidance during your initial setup.