High-touch client workflows with phone log tracking, follow-up scheduling, and communication frequency dashboards that manage emotionally demanding caseloads.. Software for creating, storing, organizing, and collaborating on documents.
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.
Software for creating, storing, organizing, and collaborating on documents. Replaces scattered files across email, drives, and desktops with a centralized, searchable system that keeps your team aligned.
See how Deelo stacks up against popular document management tools for family law businesses.
| Feature | Deelo | Google Docs | Notion | Confluence |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $18/user/mo (Workspace) | $0 - $15/user/mo | $0 - $10/user/mo |
| All-in-one platform | ||||
| Document Management 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 document management software built for family law businesses. Free to start — no credit card required.
Learn more about document management solutions for family law businesses.
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