How to Automate Your Estate Planning Law Firm with FLOWS™ Workflow Systems

You didn’t become an estate planning attorney to be a full-time firefighter.

But if you’re constantly chasing missing documents, repeating tasks, or unsure who’s doing what in your firm… then firefighting is exactly what you’re doing.

The culprit? A lack of systems.

At Lawyers With Purpose (LWP), we’ve seen it time and time again: brilliant attorneys stuck in the weeds because their firm runs on hustle instead of process. That’s why we created FLOWS™—Focused Legal Operations & Workflow Systems. It’s not just a tech solution—it’s a proven way to turn your law firm into a high-functioning business.

What Is FLOWS™?

FLOWS™ is a fully integrated, cloud-based workflow engine designed specifically for estate planning, asset protection, Medicaid planning, and probate practices. It’s been refined over 25 years by practicing attorneys who knew there had to be a better way.

Instead of starting from scratch (or worse, winging it), FLOWS™ gives you:

  • Step-by-step systems for client intake, estate planning, Medicaid qualification, trust admin, and more
  • One-entry data that populates across your documents, saving hours
  • Live dashboards to track client progress, team output, and firm financials
  • Accountability tools so no ball ever gets dropped

Imagine Your Firm Without the Fire Drills

  • No more bottlenecks at the document drafting stage
  • No more unclear next steps for clients
  • No more “I thought you were handling that” moments
  • No more wasting time chasing paper trails

Instead, imagine clarity. Momentum. Confidence. You’ll be free to grow your business—or actually take a day off—knowing the engine is running.

Systems Scale. People Burn Out.

Your team is not your system. If your firm relies on a single paralegal or assistant to “remember everything,” your business is on shaky ground. FLOWS™ gives your entire team clarity, structure, and purpose.

This isn’t about becoming a tech company. It’s about running your law firm like a real business.


Don’t let another day go by reacting to chaos.
Book your FLOWS™ demo today and start building a practice that runs with precision—and purpose.

[Book a Demo Now]

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