High-touch client workflows with phone log tracking, follow-up scheduling, and communication frequency dashboards that manage emotionally demanding caseloads.. AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more.
If any of these sound familiar, you are not alone. Most family law businesses deal with these every day.
Emotionally charged clients where divorce, custody, and support cases involve high-conflict parties who require more intake time, follow-up calls, and emotional energy per case than other practice areas.
Retainer and trust accounting where client retainers must be held in IOLTA trust accounts, drawn down against hourly billing, and replenished without breaching state bar trust rules.
Financial discovery where spousal income, assets, retirement accounts, and hidden funds must be documented through disclosures, subpoenas, and forensic accounting for equitable division.
Custody schedule management where parenting plans, visitation calendars, holiday rotations, and exchange logistics must be documented and enforceable in court.
Post-judgment modifications where child support, spousal support, and custody arrangements often require modifications years after the initial decree, opening the same file repeatedly.
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
High-touch client workflows with phone log tracking, follow-up scheduling, and communication frequency dashboards that manage emotionally demanding caseloads.
IOLTA trust accounting with retainer tracking, draw-down workflows, replenishment alerts, and state bar compliance reporting for trust fund management.
Financial discovery with asset disclosure templates, subpoena tracking, document request logs, and forensic accountant integration for equitable distribution cases.
Custody plan management with parenting plan templates, calendar-exportable visitation schedules, holiday rotation logic, and exchange logistics documentation.
Post-judgment modification workflows with reopen-case flows, modification petition templates, and change-of-circumstance documentation for support and custody updates.
AI assistants and agents that help small businesses automate work across CRM, invoicing, scheduling, support, and more. An integrated AI assistant has full context of your team's customers, deals, jobs, and finances — so it can take real action across your entire business stack instead of just answering questions.
See how Deelo stacks up against popular ai business assistant tools for family law businesses.
| Feature | Deelo | ChatGPT (OpenAI) | Claude (Anthropic) | Microsoft 365 Copilot |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $200/seat/mo | $0 - $100/seat/mo | $30/user/mo (plus M365 license) |
| All-in-one platform | ||||
| AI Business Assistant features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
IOLTA trust automation eliminates 95% of trust accounting compliance issues
Custody plan templates cut drafting time by 50%
High-touch client workflows improve retention through emotionally difficult cases
Get started with ai business assistant software built for family law businesses. Free to start — no credit card required.
Learn more about ai business assistant solutions for family law businesses.
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