
Trust & Estate
- Estate Planning
- Trust Administration
- Probate
- Elder Law
- Private Client
- Multi-Generational Wealth
Intake, matters, billing, tasks, reporting, follow-ups, and client communication in one connected system. Built alongside practicing attorneys, powered by Tretis, the operational teammate every firm wishes they could hire.
The operational teammate every firm wishes they could hire.
Tretis works quietly throughout the day, answering questions, delegating work, monitoring matters, surfacing risks before they surface elsewhere, and keeping the firm moving. Not a chatbot. Not another piece of software to manage. An operational partner that lives inside Makase Law.
Makase Law was originally developed alongside trust & estate firms, our origin, not our limit. The same coordination layer extends across every practice that runs on long client relationships, sensitive documents, and matter-driven work, across flat fee, contingency, retainer, and hybrid invoicing.







For firms with 1 to 20 attorneys
Calls, forms, emails, spreadsheets. The first picture of a client never lives in one place.
Every new matter triggers an email chain. Decisions get made before answers come back.
Drive, inboxes, billing software, sticky notes. The full state of a matter is rarely visible.
Time captured late, scope tracked separately, invoices drafted at month-end. Cash trails the work by weeks.
Most questions are status questions. Most status questions could answer themselves.
Realization, write-offs, matter velocity, partner workload, assembled by hand, after the fact.
Every matter has clear ownership. Billing happens continuously. Partners see the whole firm at a glance. Everyone, including Tretis, knows what needs attention next.
Every new client captured in one pass, facts, parties, intent, all in one place.
Answered before the email chain even starts.
Scheduling, prep, and notes that flow straight into the matter file.
Fee agreements drafted from the matter and sent for signature in minutes.
Every matter, task, document, and next step in one connected place.
Drafts, versions, and requests organized against the matter they belong to.
Nothing lives in someone's head. Every task assigned, visible, and moving.
A calm home for documents, requests, and updates the family can actually find.
One privileged thread the family already knows how to reach.
Engagement letters, deeds, and trust documents signed in place.
Time captured as work happens, never reconstructed at 9 p.m.
Billing that doesn't wait until Friday afternoon.
Client funds tracked to the cent and reconciled to your ledger.
Payment links, ACH, and reconciliation native to the ledger.
Know where the firm stands before small problems become expensive ones.
Workflow availability, integrations, and trust accounting features are configured with each firm. Capabilities may vary based on the firm's configuration, and integration requirements are confirmed during implementation.
Documents signed, invoices paid, matters updated, meetings scheduled. Every event flows through the same quiet ledger your firm already uses.
Available based on implementation. Integration requirements are confirmed with each firm during implementation.
The point isn't another dashboard. It's reclaiming evenings, serving families better, and running a firm that works better together each quarter. Outcomes depend on the firm's practice, matter mix, and configuration.
Coordination work that used to eat afternoons is captured in the system, so attorneys can spend more time advising clients.
Intake, follow-ups, conflict review, and status updates are designed to run through connected workflows instead of individual inboxes.
Continuous invoice assembly, so review happens alongside the work instead of in a late-month scramble across spreadsheets.
Designed to surface stalled or waiting work across the firm before clients have to ask about it.
Payment links, reminders, and reconciliation designed to move completed work to paid without partner effort.
Families stop chasing updates. The firm can reach out first, in a single thread the family already knows.
Makase works alongside firm leaders, attorneys, paralegals, and administrators to map the work, configure the platform, train every role, and improve operations over time.
Introduce us. If they join, you're already in their referral network.