Answers to common questions from estate law firms evaluating Lighthouse.
Lighthouse is a workflow and client-lifecycle platform for estate law firms. It helps firms collect intake information, organize documents, stay connected to clients after signing, and make it easier to reopen past client relationships when updates are needed.
Lighthouse is built for estate-planning and estate-administration practices that want to reduce intake friction, improve the client experience, and create a more consistent way to stay connected to past clients.
Lighthouse is not positioned as a generic all-purpose legal practice management tool. It is built around estate-law workflows, especially intake, client communication, updates, and long-term client relationship management.
Firms may find value in Lighthouse from several angles: less staff time spent chasing intake information, better client experience, more consistent follow-up with past clients, and a client-facing model that can help offset platform cost.
It means Lighthouse can be positioned as part of the value the client receives rather than as a purely internal software expense. Firms may choose to incorporate the cost into a client-facing experience that includes guided intake, document access, communication, and ongoing connection to the firm.
No. Lighthouse is a tool that helps firms create a more consistent system for intake, client follow-up, and re-engagement. Results depend on the firm’s workflow, pricing, client base, and execution.
Lighthouse is designed to help firms identify which past clients may be appropriate to contact for a review and make that outreach easier to execute consistently.
The goal is the opposite. Lighthouse is designed to reduce busywork, especially around intake, follow-up, and document collection. During onboarding, the workflow should be mapped to the way the firm already operates.
Onboarding timelines depend on the firm’s workflow and scope. Use the revenue walkthrough to discuss what setup would look like for your firm specifically.
The value of the portal is that it gives clients one organized place to complete intake, upload documents, and stay connected to the firm. Adoption will depend on how the firm introduces it and how central it becomes to the client experience.
We use HTTPS for data in transit, access-controlled hosting, and authentication for firm accounts. If your IT team or compliance needs require detail beyond that, ask for a security overview during evaluation.
Yes. Lighthouse is positioned across intake, planning, updates, and administration so firms can support the full lifecycle from initial engagement through later phases of work.