
Trust & Estate
- Estate Planning
- Trust Administration
- Probate
- Elder Law
- Private Client
- Multi-Generational Wealth
Intake, conflict checks, matter management, document management, engagement letters, e-signatures, billing & invoicing, trust accounting, and firm reporting — in one connected platform, powered by Tretis Intelligence.
The proprietary intelligence layer behind every Makase product.
Reasoning over people, matters, documents, and relationships. Originally trained alongside trust & estate firms. Now powering workflow automation, document understanding, and intelligent assistance across the platform.
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 2 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.
Instead of stitching together intake, conflict checks, matter management, document management, billing & invoicing, trust accounting, and reporting across a dozen tools, Makase brings them into one connected system.
Guided intake captures facts, parties, and intent in one pass.
Automated against every party in every prior matter.
Scheduling, prep, and notes flow into the matter file.
Fee agreements drafted from the matter and sent for signature.
Every matter moves itself between stages as work happens.
Drafts, versions, and requests organized against each matter.
Tasks live alongside the matter, assigned and visible.
A secure home for documents, requests, and updates the family can access.
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 later.
Invoices assembled continuously from time and scope.
Client funds tracked to the cent, reconciled to your ledger.
Payment links, ACH, and reconciliation native to the ledger.
Realization, write-offs, matter velocity, partner workload.
Documents signed, invoices paid, matters updated, meetings scheduled. Every event flows through the same quiet ledger your firm already uses.
Directional figures from firms running 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.