Built for Estate Lifecycles, Not Litigation Bloat.
Why settle for a generic legal toolkit? Bowline gives you the specialized features you need to manage complex estates without the manual grind.
The Estate Planning OS: Where Data Flows and Firms Grow.
Bowline eliminates the manual input of generic software by unifying your entire estate planning lifecycle into a single, automated ecosystem. From the first click of intake to the final signature on a deed, your data moves with you, securing your time, your accuracy, and your clients’ legacy.
Client Intake and Management
Streamlined Client Comms
Audit-Proof Trust Accounting*
Secure Client Collaboration Portal
Discover our Integration Ecosystem
Bowline doesn’t work in a silo. We sync with the tools you already use, keeping your data unified and your workflow uninterrupted
Acuity
Synchronize your initial consultations and appointments directly with your Bowline calendar to prevent scheduling conflicts.
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Calendly
Skip the back-and-forth. When a prospect books via Calendly, Bowline automatically creates the contact and logs the meeting to your calendar.
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DecisionVault
Seamlessly import complex financial and family data from the initial intake into your Bowline matter files without re-typing.
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LawPay
Get paid faster with integrated, IOLTA-compliant payment processing for credit cards, ACH, and eChecks.
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ZPortals
Enhance your client experience with advanced portal capabilities that sync Zoho data into a sleek, customized user interface.
Explore moreIntelligent Client Intake
Stop re-typing data from a PDF or email into your CRM.
Clients enter their own family and asset data into a secure, intuitive portal. That data then flows, without you lifting a finger, directly into your matters and drafting templates.
No double-entry. No typos. No wasted hours.
Streamlined Client Communications
Stop writing the same emails from scratch for every matter.
Bowline includes starter templates for common estate planning communications — engagement confirmations, document request emails, status updates, signing appointment scheduling, and more. Customize them to match your firm's voice and hit send in seconds
No duplicates. Less back-and-forth. Consistent client experience.
Book a DemoSmart Integrations
Stop juggling your patience between multiple apps.
Bowline offers amazing integration capabilities with smart tools that will not only help you run your practice like a well oiled machine, but funnel all your data in one system. You can now allow clients to book or reschedule according to your availability.
Automated intelligence letting you focus on what matters most.
Secure Client Collaboration Portal
Stop vague paper trails and insecure file attachments going array.
With Bowline your practice has a private, branded space where clients can securely upload sensitive financial documents and track their case progress. It makes your firm look like a private wealth management office.
Trackable, accountable transparency and efficiency.
Audit-Proof Trust Accounting
(Powered by LawPay)
Eliminate the constant fear of an IOLTA error or commingling funds.
Specialized trust accounting that tracks every penny by matter. With 3-way reconciliation and low-balance alerts, you stay compliant and audit-ready while the system handles the math.
Comply, Secure and stress-free legislation.
*Used in conjunction with LawPay integration.
Transparent Pricing for the Modern Practice.
No hidden fees, no long-term contracts, and no “litigation bloat.”
Choose the plan that fits your firm’s current scale and future growth.
- Advanced intake form application
- Client asset tracking and management portal
- Progress dashboards for attorneys and clients
- Enhanced Client Portal (Zportals)
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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.