Powering the people
families trust most.
Makase is the secure operating system for attorneys and advisors helping families navigate life’s most important decisions.
Life happens in
moments.The ecosystem appears around
your family.
One family. Eight moments. As life moves forward, the right professional and the right Makase product quietly appear — never searched for, always there.
Buying a first home
A first home is rarely just a transaction. It introduces the agent, the home professionals, and the estate plan a young family will rely on for decades.
- RealtorKeys handed over.
- MortgageLoan cleared to close.
- InspectorHome cleared for closing.
- InsuranceFamily covered.
- ContractorPunch list complete.
- Estate AttorneyEstate plan signed.
- Financial AdvisorPlan updated for the new chapter.
Getting married
- Estate AttorneyEstate plan signed.
- Financial AdvisorPlan updated for the new chapter.
- InsuranceFamily covered.
Having children
- Estate AttorneyEstate plan signed.
- Financial AdvisorPlan updated for the new chapter.
- InsuranceFamily covered.
- Pediatric CareFirst check-up booked.
Starting or selling a business
- AttorneyEstate plan signed.
- CPATaxes filed clean.
- Wealth AdvisorTrust funded.
- InsuranceFamily covered.
Caring for aging parents
- Elder Law AttorneyParents protected.
- Care ProviderCare schedule in place.
- Financial AdvisorPlan updated for the new chapter.
Estate planning
- Trust & Estate AttorneyTrust drafted and signed.
- CPATaxes filed clean.
- Wealth AdvisorTrust funded.
Retirement
- Wealth AdvisorTrust funded.
- CPATaxes filed clean.
- InsuranceFamily covered.
- Estate AttorneyEstate plan signed.
Loss & legacy
- ExecutorEstate closed with care.
- Estate AttorneyEstate plan signed.
- CPATaxes filed clean.
- Financial AdvisorPlan updated for the new chapter.
Tretis Intelligence
The proprietary AI intelligence layer that understands documents, workflows, relationships, matters, and context across the Makase platform.
Meet Makase Law.
The AI operating system for modern law firms.
Intake, matters, billing, communication, and workflow automation in one connected workspace. Built natively inside Google Workspace, settled into Stripe, quietly powered by Tretis Intelligence.
The work, already happening.
Built alongside leading firms, native to the tools attorneys already use, and quietly consolidating everything else.
Google Workspace and Stripe, working quietly in the background.
One intelligent operating system. Not another point solution.
- Enterprise-grade security
- Encrypted in transit and at rest
- Privacy-first architecture
- Respect for attorney-client confidentiality
So attorneys return to advising, building relationships, and practicing law.
It isn’t expertise.It’s coordination.
Administrative burden
Professionals lose hours every week to scheduling, status updates, and chasing documents. Work that doesn't help anyone.
Disconnected professionals
An attorney, a CPA, and a realtor serve the same family for decades and rarely speak. Context dies between offices.
Families pay the price
When the team isn't aligned, families repeat themselves, re-explain history, and absorb the cost of every gap.
A suite, built one profession at a time.
Trust isn’t a feature.
It’s the product.
Families trust professionals with their wealth, estates, businesses, and futures. Those professionals deserve software built with the same standard of care.
Every workflow, permission, document, and AI interaction inside Makase is designed with privacy, security, and accountability at its core.
Every workflow, document, and AI interaction is scoped to the people it belongs to.
Clients, partners, and professionals share what matters without anything leaking past them.
Decide what each person on a matter can see, edit, and share. Change it the moment things change.
Information is encrypted in transit and at rest. The sensitive details stay sensitive.
Every action leaves a quiet record, so the work can always be traced and trusted.