Family Office Software
for Attorneys
Family Office Software
Enhancing Legal Advisory Services with a Holistic Financial Approach
Attorneys play a crucial role in guiding clients through complex legal matters, from estate planning to business succession and asset protection. Strad Pro elevates an attorney’s ability to deliver comprehensive legal services by integrating financial data, streamlining collaboration with other professionals, and ensuring seamless information management. By leveraging Virtual Family Office (VFO) capabilities, attorneys gain a centralized platform to coordinate estate planning, trust administration, and wealth protection strategies with a client’s full advisory team.
- Growth Stage.
- Expand your practice, attract new clients, and offer greater value.
- Maintenance Stage.
- Enhance client loyalty, operational efficiency, and knowledge.
- Succession Planning Stage.
- Ensure practice continuity and client confidence now and in the future.
Growth Stage
Expanding Client Base and Strengthening Relationships
Strad Pro helps attorneys attract high-value clients and establish themselves as trusted advisors in wealth and estate planning.
- Uncover new opportunities: Gain visibility into a client’s full financial picture, identifying gaps in estate planning, business structuring, or asset protection.
- Expand family relationships: Engage multiple generations by providing Family Office services that naturally extend legal advisory services to heirs and beneficiaries.
- Strengthen professional networks: Connect seamlessly with financial advisors, CPAs, and insurance professionals to enhance collaboration and drive referrals.
- Differentiate in the marketplace: Offering Family Office capabilities positions your firm as a leader in high-net-worth and complex legal matters.
- Enhance client acquisition: Utilize Strad’s marketing tools and professional branding resources to position your firm as a premier legal advisory service.
Maintenance Stage
Improving Efficiency and Strengthening Client Loyalty
For established law practices, Strad Pro enhances case management, client engagement, and operational effectiveness.
- Centralized client data: Maintain a secure, organized repository of wills, trusts, contracts, and business agreements with real-time access.
- Streamlined collaboration: Work seamlessly with financial advisors, tax professionals, and trustees to ensure legal strategies align with financial objectives.
- Improved compliance and risk management: Keep legal documentation updated and securely accessible while maintaining compliance oversight.
- Optimized workflow management: Secure document sharing, integrated scheduling, and CRM capabilities improve efficiency and client communication.
- Deepen client relationships: Proactively address life changes, ensuring legal strategies evolve alongside financial and family dynamics.
Succession Planning Stage
Ensuring Practice Continuity and Client Confidence
As attorneys approach succession planning, Strad Pro ensures smooth transitions and safeguards client trust.
- Enhance firm valuation: A Family Office-based legal practice is more attractive to potential buyers and successor attorneys.
- Ensure client retention: Clients engaged in holistic legal and financial planning are more likely to remain with the firm through transitions.
- Enable seamless case handovers: Successor attorneys gain instant access to comprehensive client histories, reducing disruption and ensuring continuity.
- Preserve multi-generational relationships: Strengthen the firm’s reputation by maintaining long-term relationships with clients and their heirs.
Explore Strad Pro Features
Limited Time Offer
Outclass the Competition with Strad Pro
Whether you are building, managing, or transitioning your legal practice, Strad Pro empowers attorneys to deliver exceptional client outcomes while securing long-term professional success. By positioning yourself as a strategic legal partner in financial and estate planning, you enhance client relationships, expand service offerings, and solidify your firm’s leadership in the legal advisory space.
“ Strad's Asset Titling and Account Beneficiary review features alone make this an invaluable tool. ”
