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The Makase Platform

One platform.
Every trusted relationship.

Makase is the coordination layer underneath the professionals families already rely on. Not a tool. Not an app. Infrastructure.

What Makase is

The coordination layer beneath trusted work.

Makase doesn’t replace the people families trust. It replaces the friction between them - the email threads, the duplicate intakes, the dropped handoffs, the quiet failures that never make it onto anyone’s desk.

Operates

Inside the tools professionals already use.

Connects

Across firms, products, and decades.

Disappears

Until the moment it’s needed.

A diverse group of trusted professionals - an attorney, a realtor, an advisor, and a contractor - working calmly in a sunlit shared workspace.
The rails underneathDifferent professions. Different practices. The same quiet coordination layer.
Core capabilities

Nine building blocks.One quiet system.

Client Portal

A single calm surface where families see exactly what's happening, and nothing more.

$48
$126
$92

Expenses

Captured at the source, categorized automatically, and reconciled without anyone chasing receipts.

Task Management

Work moves to the right person at the right moment, without anyone re-typing it.

eSignature

Drafting, signing, and storing in one continuous record. No handoff to a separate tool.

Smart Drafting

Documents that arrive already understanding the matter, the family, and the moment.

Intelligent Routing

Inbound work finds the right professional before anyone has to forward it.

Predictive Reminders

Quiet nudges that surface work just before it becomes urgent.

Document Understanding

Trust documents, intakes, and emails read once and remembered everywhere they matter.

0%

Insight Reporting

A continuous view of the firm - not a quarterly assembly.

Products on the platform

Same foundation.Different professions.

Every product is a tailored surface on the same coordination layer. The platform is shared; the practice stays unmistakably its own.

Makase Law

For the attorney managing a matter across years.

IntakeDocumentsBillingReporting

Makase Realtor

For the agent staying present after closing.

AutomationCommunicationReferral Network

Makase Pro

For the trusted local business growing through relationships.

AutomationBillingReferral Network

Makase Wealth

For the advisor coordinating across life events.

AI WorkflowsCommunicationReporting
Coming 2027
The flywheel

Every loop compounds the next.

Every family on Makase unlocks a network of vetted services — attorneys, advisors, realtors, contractors — already trusted by people they trust. Every professional unlocks predictive monitoring across the lives and businesses they serve, surfacing the moment that matters before it becomes urgent.

AI sits quietly inside the loop. It reads the documents, listens to the signals, and routes work to the right person at the right moment. The more the network coordinates, the more intelligent every next interaction becomes.

The flywheel
Compounds quietly
Family
Trusted Professional
Makase
Vetted Services
Predictive Monitoring
More Families