Trust & Estate
- Estate Planning
- Trust Administration
- Probate
- Elder Law
- Private Client
- Multi-Generational Wealth
Makase Law
An easier way to run and grow your law firm.
Makase Law connects intake, matters, team workflows, client communication, time, billing, payments, and reporting. An AI-native practice management system, built around Google Workspace and implemented with your team.
Book a demoFor solo attorneys and modern law firms.
Makase Law · Matters
Example workspaceHartwell Family Trust
Drafting
$48,000
Ready for review
Okafor Estate
Signature
$22,500
Open
Bennett Holdings LLC
Intake
$12,000
Intake
Marquez Living Trust
Billed
$31,200
Paid · Stripe
Caldwell Generational Trust
Review
$54,800
Open
Your firm isn't missing expertise. It's buried in coordination.
Intake is fragmented
Calls, forms, emails, spreadsheets. The first picture of a client never lives in one place.
Conflict checks are manual
Every new matter triggers an email chain. Decisions get made before answers come back.
Matters live across too many tools
Drive, inboxes, billing software, sticky notes. The full state of a matter is rarely visible.
Billing lags behind the work
Time captured late, scope tracked separately, invoices drafted at month-end. Cash trails the work by weeks.
Clients need constant updates
Most questions are status questions. Most status questions could answer themselves.
Owners lack visibility
Realization, write-offs, matter velocity, partner workload, assembled by hand, after the fact.
From inquiry to payment
One system for the whole life of a matter.
Every step shares the same client and matter record, so information does not have to be re-entered as work moves from intake to billing.
01
Bring the client in
- Intake
Capture facts, parties, and the reason for the inquiry in one place.
- Conflict checks
Run the check before the consultation is booked.
- Consultations
Scheduling, prep, and notes that carry into the matter.
- Engagement letters
Prepare fee agreements from information already captured.
02
Do the work together
- Matters
Each matter has an owner, a stage, and clear next steps.
- Tasks
Assigned, visible, and tracked against the matter.
- Documents
Drafts, versions, and requests organized by matter.
- Client portal
One place for clients to find documents, requests, and updates.
- Client communication
Messages kept with the matter they belong to.
03
Bill, collect, and report
- Time
Record time as work happens, not at the end of the month.
- Billing and invoicing
Invoices built from the work already recorded.
- Payments
Stripe payments connected to invoices and matters.
- Firm reporting
See what is waiting, unbilled, or unpaid across the firm.
Workflows and integrations are configured with each firm. Supported Gmail, Drive, Calendar, Chat, migration, and configuration requirements are confirmed during implementation.
Intake, connected
From first inquiry to a booked consultation.
A new inquiry arrives, the conflict check clears, an attorney is assigned, and the consultation lands on Google Calendar — with the team updated in Google Chat. No re-typing, no chasing.
Makase Law
Example workspace
Intake
Morgan Ellis
Estate planning consultation
m.ellis@example.com · (555) 014-2291
- Attorney
- Unassigned
- Consultation
- Not scheduled
- Agreement
- Not sent
Firm view · ActivityStep 1 of 5
- Phone inquiry loggedEstate planning · New caller10:14 AM
- Conflict checkContacts and mattersQueued
- Assign attorneyEstate Planning teamQueued
Implementation
Your existing matters, moved in with you.
Makase imports your current matters, maps fields to the way your firm works, flags anything that needs a human eye, and trains each role — so go-live feels like a continuation, not a restart.
Makase Law
Example migration workspace
Guided setup
Harbor Legal migration
Export received
Harbor Legal export.zip
Harbor Legal export.zip
Secure export · fictional practice data
Preparing records27,556 records
1
Import
2
Map
3
Review
4
Ready
AI, on your terms
Ask questions in the AI tool you already use.
Makase stays the system of record. Tools like Claude connect through MCP, so a question like "which matters have unbilled time older than 30 days?" returns real answers — and opens the matter in Makase.
Harbor Legal’s Claude
The firm’s chosen AI tool · Makase supplies the records
Illustrative demo
Firms we work with
Built first alongside Trust & Estate. Designed for matter-driven firms.
Makase Law was originally developed alongside trust & estate firms, and that work shaped the product. Makase is designed for firms that run on long client relationships, sensitive documents, and matter-driven work, with flat fee, hourly, retainer, and hybrid billing. Specific workflows are confirmed with each firm.
Business & Corporate
- Formation
- M&A
- Contracts
- Governance
Litigation
- Civil
- Commercial
- Appeals
Personal Injury
- Auto
- Premises
- Wrongful Death
- Mass Tort
Family Law
- Divorce
- Custody
- Prenuptial
Real Estate Law
- Transactions
- Title
- Land Use
Tax & Wealth
- Tax planning
- Wealth transfer
- Foundations
For solo attorneys and modern law firms.
What changes for the firm.
Results depend on the firm’s practice, matter mix, and configuration.
Fewer handoffs
Intake, matter work, and billing share one record, so less is passed along by email or re-entered.
Visibility into work
See each matter’s owner, stage, and next step, and spot what is stalled before a client asks.
Faster movement into billing
Time and completed work feed invoices as they happen instead of in a month-end scramble.
A clearer picture of the firm
Leadership can see what is waiting, unbilled, or unpaid in one place.
Workspace.
Stripe.
Your AI tools.
Google Workspace is where your team works, across supported email, document, calendar, and communication workflows. Stripe connects payment activity with invoices and matters. MCP lets approved AI tools reach configured Makase workflows and operational reporting. Makase connects payment activity to invoices, matters, collections, and reporting.
Available based on implementation. Supported Gmail, Drive, Calendar, Chat, migration, and configuration requirements are confirmed with each firm during implementation.
Makase is the operating system at the center, with three direct connection groups. Google Workspace connects supported email, document, calendar, and team communication workflows. Stripe Connect supports payments, payouts, and connected firm accounts. MCP is a connection standard that lets Makase connect supported AI tools for custom workflows and reporting. Compatible tools shown include Claude, ChatGPT, Gemini, Grok, and others.
Working with Makase
More than software. A better way for the entire firm to work.
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 a law firm
Know a law firm or attorney we should meet?
We welcome introductions to referral-led firms, attorneys leaving larger firms, and attorneys building practices of their own. We are especially interested in relationship-driven, wealth-adjacent, and high-volume practices, without limiting the conversation to one area of law.
Evaluating Makase for your own firm? Skip this form and see Makase in action.
Common questions about Makase Law
- What is Makase Law?
- Makase Law runs the business side of a law firm, from the first inquiry through payment and reporting. It is an AI-native practice management system that connects intake, conflicts, consultations, matters, tasks, client communication, document requests, time, billing, invoicing, collections, reporting, and follow-up in one connected system.
- Which firms is Makase Law built for?
- Makase Law was originally built alongside practicing trust and estate attorneys and their teams. For solo attorneys and modern law firms. Its connected operating model can support other relationship-driven practices subject to their practice areas, workflows, and requirements.
- Does Makase Law work with Google Workspace?
- Makase Law is designed to work closely with Google Workspace tools such as Gmail, Google Drive, Google Calendar, and Google Chat where supported. Specific integration and migration requirements are confirmed during implementation.
- How does Makase work with a firm during implementation?
- Makase meets with the people doing the work, maps how work moves through the firm, configures the platform around the firm's practice, plans connections and migration, trains each role, rolls out in stages, and continues improving the system after go-live.