Complete visibility into every matter, every client, and every dollar — without stitching together a dozen tools.
Tasks live in one place. Notes in another. Time gets entered later — if at all. Clients wait for updates. Invoices sit unbilled. And nobody has a clear picture of where things actually stand.
Catch stalled matters, missing documents, and overdue tasks before they become client problems. Every file has a clear status — no chasing, no guessing.
Know where every dollar stands without digging through billing software. Clean records, disposed entries that stay in the system, and invoice states that make review fast.
Track communication gaps, unsigned engagements, and consultation follow-ups automatically. Proactive outreach built in — not dependent on someone remembering to send it.
Know who's overloaded, who has capacity, and where work is moving. Distribute based on data, not intuition — and give owners visibility without chasing reports.
Every step of a trust and estate matter — from the first phone call to the final invoice — happens inside Tretis. No duplicate entry. No dropped handoffs. No wondering where things stand.
Each step updates the matter automatically. Time, tasks, documents, and client communication all move together.
Purpose-built for trust and estate firms. Not a general legal tool reconfigured for T&E.
The benefit of one connected system is direct: less time on coordination, more time on client work — and fewer gaps where things slip.
Missing documents, overdue tasks, and silent matters surface automatically — so nothing slips past a partner review.
No more invoice reviews across three systems. Clean, auditable records that make billing faster and write-offs rarer.
No more hoping someone sent the agreement or chasing a client who went quiet. Communication gaps are flagged before they become problems.
See workload across your team at a glance. Know who has room and where work is moving — without asking anyone to pull a report.
Every hour Tretis gives back to your team — on intake, follow-up, billing review, and reporting — goes straight back to your bottom line.
Intake, follow-up, scheduling, document collection, and billing workflows that run without staff remembering each step.
Replace the patchwork of CRM, task apps, document folders, and billing software with one system that connects them all.
Automated reminders and status tracking mean leads and active clients don't fall through the cracks between steps.
Immutable time records, disposed entry tracking, and clear invoice states reduce accidental errors at billing review.
Owners see where the firm is healthy and where it's leaking — without pulling reports manually or chasing spreadsheets.
Tretis tracks every professional relationship, referral, and follow-up — so your network becomes a growth engine, not a spreadsheet you forget to update.
Know which relationships are driving new matters. See which referral partners send the most valuable work — and invest in those connections deliberately.
Never let a warm connection go cold. Follow-up sequences run automatically after consultations, closed matters, and referral introductions.
Turn every closed matter into the next referral. Tretis helps you stay visible to the right people at the right time — without a separate tool to maintain.
Tretis is being built from conversations with real trust and estate practices. These are the patterns that come up again and again.
Sound familiar? These are the exact workflows Tretis is built around — and pilot firms are shaping them right now.
Tretis is in active development with T&E practices. Pilot firms shape the product directly — the terminology, the billing logic, the intake flow. If you want early access and a say in what gets built, now is the time.
Every workflow in Tretis reflects how T&E practices actually operate — not a general-purpose legal tool reconfigured after the fact. The terminology, billing logic, intake flow, and reporting were designed for this practice area from the start.
Tretis is purpose-built for trust and estate firms. No configuration. No workarounds. Just a system that fits. Request access and we'll follow up within one business day.
A limited number of T&E firms for early access and roadmap input.
Thanks for reaching out — we'll follow up within one business day.