Estate Distribution & Beneficiary Tracking for Legal Billing Coordinators with LEDES
The Problem
Probate and trust administration for Matter Billing matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in LEDES
AI tracks every asset and beneficiary in Elite 3E, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running LEDES — uses the native API or agent integration so nothing leaves the system of record.
LEDES Integration Approach
Audit your LEDES configuration
We map the specific LEDES objects, custom fields, and workflows the automation needs to touch for your matter billing practice.
Build on the LEDES API or agent
Integration happens inside LEDES — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in LEDES with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your LEDES instance
30-minute call. We'll look at your actual LEDES setup and show exactly how this workflow fits.