Clear. Simple. Specialized.
Clear Pricing for a Specialized Practice.
Stop paying for litigation features you'll never use. Bowline is a predictable, flat-rate investment in the specialized infrastructure your estate planning firm actually needs to scale.
All plans include your Zoho One subscription.
Features You’ll Enjoy With All Plans
Most firms lose thousands in billable time trying to force-fit litigation software into an estate planning workflow. Bowline eliminates that friction on Day 1. You aren't just buying software — you're replacing the patchwork of tools slowing your firm down with one system built for how you actually work.
Still Not Sure Which Plan Fits Your Firm?
Start saving hours every week on admin.
Take a 15-minute demo and we’ll help you determine the best tier for your firm’s specific workflow and team size.
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Join 150+ forward-thinking attorneys who have traded administrative drag for process control.
Questions Often Asked
Clear answers for forward-thinking estate planners. Discover how Bowline replaces generic workarounds with specialized automation.
Book a DemoIs 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 — we handle the technical work so your system is ready on day one. The Free tier has no setup fee.
Can I manage Probate and Estate Planning in one system?
Yes. Bowline’s pipeline and workflow system can be configured for multiple matter types within estate planning, including probate and trust administration. The underlying Zoho CRM supports multiple pipelines that can run simultaneously.
How does the "No-Entry" automation work?
When a client completes their intake through DecisionVault or the Bowline Intake App, their information — names, contact details, family relationships, asset data — flows directly into your Bowline matter record. No manual re-typing required. When they book a meeting, the system automatically creates or updates the contact and links it to the relevant matter.
How secure is the Client Portal?
The client portal runs on Zportals, which connects to your Zoho account via OAuth 2.0 security protocol. All data is encrypted in transit. Client access is password-protected with role-based permissions, so each client only sees their own information.