Plans designed for law firms handling estates, partitions and family wealth
Digitise probate cases, organise assets, coordinate heirs and generate evidentiary traceability. No cost per case.
Monthly or annual billing. The annual plan includes two months at no cost.
Full demo access with sample data, no card required. Ideal to evaluate the tool before subscribing.
Starter
To start and capture your first probate matters
Ideal for solo lawyers handling occasional estates who want to begin digitising their cases.
- 1 user
- 5 360 Consultations per month
- 150 SofIA messages per month
- 1 active case
- Basic inventory of assets and debts
- Per-case document management
- Activity timeline
- Share documentation with clients
- Unlimited internal e-signatures
- 3 qualified signature requests (TSA) per month
- Secure storage within the EU
- Email support
Professional
For lawyers handling estates every month
Designed for professionals who need order, productivity and traceability in their probate practice.
- 1 user
- Unlimited 360 Consultations
- 300 SofIA messages per month
- 5 active cases
- Advanced inventory of the estate
- Structured partition workbook
- Heirs, forced heirs and shares control
- Tax alerts: inheritance tax, plusvalía and other key milestones
- Heirs client portal
- Guided document requests
- Certified evidentiary traceability
- Unlimited internal e-signatures
- 15 qualified signature requests (TSA) per month
- Professional PDF/Word export
- Priority support
Office
For teams specialised in estates
For firms handling several probate cases simultaneously who need to coordinate team, clients and documentation.
- Up to 5 users
- Unlimited 360 Consultations
- 500 SofIA messages per month
- Unlimited active cases
- Differentiated roles and permissions
- Internal workflow across partners, lawyers and paralegals
- Task assignment per case
- Lead tracking
- CRM for families, heirs and key contacts
- Document distribution among parties
- Full audit of access and changes
- Succession document templates
- Unlimited internal e-signatures
- 60 qualified signature requests (TSA) per month
- White-label client portal
- Priority support + onboarding
Enterprise
For large firms, family offices and wealth managers
Advanced solution for organisations with high case volume, integration needs, reinforced security or custom deployment.
- Unlimited users
- Multi-firm / multi-site
- Unlimited 360 Consultations
- Unlimited SofIA
- Unlimited active cases
- CRM, ERP and internal systems integration
- Advanced document automation
- Own API
- Corporate SSO
- Migration from folders, Drive or other repositories
- Private environment, dedicated cloud or on-premise
- Unlimited internal e-signatures
- Unlimited qualified signatures (managed account or BYO)
- Guaranteed SLA
- Dedicated account manager
- Ongoing training
Annual plan: two months at no cost over the monthly price. Switch plans any time, prorated.
- GDPRData hosted in the European Union
- eIDAS signatureQualified with TSA
- Evidentiary traceabilityNotary-grade hash chain
- 99.5 % uptimeSLA on Despacho and Enterprise plans
What clients usually ask us
Shall we talk about your firm?
If you handle a specific case volume, have particular deployment requirements or want a guided demo from our team, get in touch.
No commitment · Data hosted in the EU · 1-click cancellation