Solving Data-Entry Tax with Automated Drafting Sync
We don’t believe in generic software for a specialized field. Whether you are building a solo legacy or scaling a multi-attorney firm, Bowline provides the process control you need to automate your desk and serve your clients.
Beyond Litigation Tools Estate Planning, Reimagined.
Most practice management tools are built for the courtroom. Bowline is built for the places where estate planning actually happens. We unify your intake, your drafting, and your fiduciaries into a single source of truth.
Experience the Bliss of Process Control.
Ready to Stop Fighting Your Software?
Join the forward-thinking estate planners who have traded "Administrative Drag" for an automated, scalable practice. See the Bowline difference in a personalized 15-minute tour.
Book My Personal DemoSolo Attorneys
The Digital Assistant You Don’t Have to Manage.
Running a solo practice shouldn’t mean doing everything manually. Bowline acts as your silent partner, handling the document chasing, appointment syncing, and task reminders that eat into your billable time. Scale your billable hours without adding the overhead of a full-time assistant.
Small & Medium Firms
Unified Collaboration for Growing Teams.
Stop losing critical case details in fragmented email threads. Bowline provides a centralized hub where associates, paralegals, and fiduciaries stay in sync. With shared task lists and version-controlled documents, you gain total visibility into your firm’s productivity and matter progress.
Automated Estate Admin
From Intake to Execution, Effortlessly.
Our software understands the estate lifecycle. Automated triggers move your matters from initial data capture in DecisionVault directly into your drafting templates. Eliminate the “copy-paste tax” and finish complete estate packages in a fraction of the time.
Legacy Client Experience
Build Trust That Lasts Generations.
Your clients are trusting you with their life’s work. Our secure portal provides a professional, “Private Bank” experience that makes your firm stand out. Give fiduciaries 24/7 access to relevant documents while maintaining the highest standards of data security.
Trusted by the Next Generation of Estate Planners.
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.
Book a DemoIs Bowline better for a solo practitioner or a small firm?
Both. Solo practitioners benefit from the automation that acts as a digital assistant — handling scheduling, task reminders, and client follow-ups that would otherwise eat up hours. Small firms benefit from the centralized hub where associates, paralegals, and staff can collaborate on matters with shared visibility.
Can I manage both Probate and Estate Planning in one system?
Yes. Bowline supports multiple matter types and pipeline configurations within the same system.
How does the "No-Entry" automation actually work?
Client data captured through your intake forms (via DecisionVault or the Bowline Intake App) flows directly into your matter records — contact details, family relationships, and asset information. No copy-pasting between systems.
Does Bowline handle complex family trees and multiple fiduciaries?
Yes. Bowline’s contact association features allow you to link multiple contacts to a single matter — spouses, children, trustees, beneficiaries, successor trustees, and other fiduciaries — with clear role tagging for each.
How secure is the Client Portal for sensitive financial data?
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.