
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.
Documents signed, invoices paid, matters updated, meetings scheduled. Every event flows through the same quiet ledger your firm already uses.
The point isn’t another dashboard. It’s reclaiming evenings, serving families better, and running a firm that runs itself a little more each quarter. Directional figures from firms on Makase Law; your numbers will vary by practice and matter mix.
Coordination work that used to eat afternoons gets captured automatically, so attorneys spend more time advising clients.
Intake, follow-ups, conflict checks, and status emails handled by the system, not by your team.
Continuous invoice assembly. Partner review in minutes instead of late-month batching across spreadsheets.
Every matter scored in real time. Stalled work surfaces before clients have to ask.
Stripe payment links, automated reminders, and ACH on file lift realization without partner effort.
Families stop chasing updates. The firm reaches out before they have to ask, in a single thread.
Introduce us. If they join, you’re already in their referral network.