Replace your disconnected stack of tools with one unified platform that automates admin work — so your team can focus on what matters.
Most firms stitch together 5–7 disconnected tools to run their practice. The result is crushing overhead and a client experience that suffers.
Staff spend hours on intake, follow-ups, and billing tasks that should run automatically.
Client data scattered across CRM, billing, storage, and chat — with no single source of truth.
Missed follow-ups and poor client experience mean relationships and referrals slip away.
Tretis replaces your entire tool stack with a single AI-native system — one vendor, one bill, one login. Purpose-built for the workflows of trust and estate law.
Capture and qualify new clients automatically. Intake forms, conflict checks, and onboarding workflows run without staff involvement.
Every matter organized in one place. Tasks, deadlines, documents, and client communications — all connected, all visible.
Time tracking, invoice generation, and payment collection — automated and integrated with your matter workflow.
Secure messaging, automated follow-ups, and status updates — clients always know where their matter stands.
Secure, organized, matter-linked storage. No more hunting through Dropbox folders. Documents live where they belong.
Not retrofitted AI — built AI-first from day one. Intelligent workflows that learn your firm's patterns and reduce manual work over time.
When you combine tool savings with the value of time recovered, the math is clear. Tretis delivers roughly $32,000 in monthly value for a fraction of that cost.
We're currently working with a select group of T&E firms to pilot the platform. If you'd like a demo or want to learn more, reach out directly — we'll make time.
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