Every deadline in hand.Every deadline.hearing.balance.
In hand.

No. Fylely organizes the dates, figures, and records you enter. It does not e-file, read local rules, or tell you what your matter requires; a local rule counts only if your firm enters it. It gets the papers ready and links the court’s own e-filing page where it could verify one; you file there. Its court-forms list links the official estate and guardianship forms on a court’s own pages, and fills a fillable one from the matter for you to check before you file. It can suggest federal tax dates, and for 23 states the statutory probate periods, worked from dates you enter — each with its statute or rule and the day it was read — for you to confirm one at a time.

No, on purpose. Creditor-claim windows and filing clocks vary by state and sometimes by county, so Fylely never adds one on its own. It suggests a few federal tax dates and, in 23 states, the statutory probate periods, each with its citation. Nothing is added until you confirm it; elsewhere you enter the dates.

Open one matter and put this week’s dates on it. Those dates land on your morning board straight away, so you can see it working in a first sitting — no migration project, no engineering.

No. Choose a sample matter during setup, or start with one matter of your own. You can add more files or use the spreadsheet import when you’re ready. You decide how much to bring into the workspace.

Yes. From Clio, connect your Clio login and fetch your matters, contacts, time and expenses, with no export file, then copy each matter's documents across from its Documents tab. From another system or a spreadsheet, import its CSV exports of matters, contacts, time, deadlines, hearings and unpaid invoices, and its documents by the folder or ZIP. Either way you see every row before anything is saved. If you would rather not map the columns yourself, send us the exports once you have an account and we prepare them for you to import, at no charge. What comes across, and what does not.

Our security page explains the controls we use today, with the latest daily check against the live service; it is not an independent audit or certification. Our vendor review answers cover what a firm's review usually asks, the data processing agreement covers every account, and the sample due-diligence record shows the page you can print for your file. Review our privacy policy and service-provider list, or email us or call 604-830-8371 with questions. You can look around a sample workspace without signing up, or try a sample matter in your own trial without entering client files.

No. Fylely has had no independent audit and no outside penetration test, and we would rather say so than let a badge imply otherwise. The companies that hold your records have their own: Supabase, Vercel, Resend and Stripe each have SOC 2 Type II reports, which cover their systems, not Fylely's code. What we offer instead is evidence you can check: a test against the live service every day, with the result on our security page, and plain answers on our vendor review page, including where the answer is no.

Small firms and solos running more than a handful of open matters — estate lawyers, professional fiduciaries, and court-appointed guardians first, plus the litigation, family, real-estate, or immigration files sitting alongside them.

Yes. Every matter gets the same deadlines, work list, documents, contacts, time, and billing, and the probate-only tabs do not appear on the others. Family, criminal and real estate matters have tabs of their own: family law, criminal law and real estate.

If your firm wants it. Your firm’s owner can switch on Claude, from Anthropic, to answer questions about your records, draft replies and letters from the file, summarise documents, propose records from a document for you to check, and suggest wording for time entries before a bill; then only what someone asks about is sent, when they ask, and every paid plan includes a monthly allowance for it. Claude is not suitable for legal, financial or medical advice: check its answers and drafts before relying on them. Ask, drafted replies and document descriptions also work without it, inside Fylely, from your own records. If your firm connects an assistant of its own choosing to Fylely’s API, that assistant reads what its key allows, at your firm’s request. How we handle your data.

Yes. Any matter can get a read-only link that expires and that you can revoke, and you can give a client, family member or co-fiduciary their own sign-in to see the parts you choose and message you. You control every share.

Your existing matters stay put and stay readable. Opening new matters requires a Solo, Practice, or Firm plan.

Yes. From Settings, firm owners can export every record as spreadsheets that open in Excel, or as one JSON file, and download every uploaded document as a ZIP. Any one matter also prints as a single matter file you can hand to a client. The exports do not require a paid plan. If we ever shut Fylely down, we will email every account owner at least 30 days before it is switched off, and the export tools keep working for that whole period.

No. The 14-day trial is the full workspace. No card to start.

No. Each plan is one price for the firm, paid monthly or yearly (a year costs ten months). Solo is for one person; Practice is you plus three colleagues and Firm is you plus nine colleagues, at no extra charge per person. Past that, each further colleague is US$49/mo. Every plan has every feature; they differ by open matters, team seats, support and the monthly Claude allowance ($10, $20 or $50).

Those are general practice systems that treat an estate as one more matter and charge per user. Fylely is built around the estate file itself and charges per firm. Each is compared on its own page, including when the other system is the better fit: compared, page by page.