Compared, page by page
Fylely next to the systems a firm doing estates is most likely to be using now. Each page says what the other system is built around, how it charges, when it is the better choice, and what moving looks like. No prices for anyone else's product: they change, and two of the five do not publish one.
Fylely vs Clio
Clio is general law-practice management software used by firms of every size and practice area, with a large catalogue of connected apps.
Read the comparisonFylely vs MyCase
MyCase is general law-practice management software for small and mid-sized firms, with billing, a client portal and intake built in.
Read the comparisonFylely vs PracticePanther
PracticePanther is general law-practice management software for small firms, known for a simple interface, workflows and billing.
Read the comparisonFylely vs Smokeball
Smokeball is law-practice management software for small firms, known for automatic time capture and a large library of automated documents.
Read the comparisonFylely vs Estateably
Estateably is estate-administration software built around estate accounting and jurisdiction-specific court forms, used by law firms and trust companies.
Read the comparison
What every Fylely plan has
- A home screen that shows what is late, due this week, and which files have gone quiet, across every matter.
- An estate file built around the inventory, the estate ledger and the accounting that starts from it, creditor claims, asset collection letters, and a private message thread with each family member.
- Guardianship and conservatorship files with a care profile and a contact log, and general matters (litigation, family, real estate) with the same deadlines, documents, time and billing.
- Time, expenses, invoices, online payments, payment plans, a trust ledger that never lets a client go below zero, and monthly reconciliation with a printable report.
- E-signatures, letters from templates, client intake forms, a client portal and document requests, built in rather than connected.
- CSV and ZIP import with a preview of every row, exports of every record and every document at any time, an API and webhooks, LEDES 1998B billing, and calendar feeds for Outlook, Google and Apple.
- One price for the firm, every feature on every plan, and a full-workspace trial with no card.
What Fylely does not do
- E-file with any court, or keep a library of state court forms. It fills a fillable PDF you supply, from the matter’s own records.
- Calculate a statutory deadline. You enter or confirm every date; it can suggest a few federal tax dates from dates you enter, each with its citation.
- Keep the firm’s own books. It sends sent invoices and recorded payments to QuickBooks Online or Xero, one way, and downloads an accountant’s spreadsheets.
- Hold more than one trust account per firm.
- Offer phone support, a Zapier app, or a native mobile app. Support is by email; webhooks and an API take the place of a Zapier app; the web app installs on a phone or desktop.
See it rather than read about it
The sample workspace is open without an account, and the free trial is the full workspace with no card. Moving is described step by step on Switching to Fylely.
No credit card. The calculators on this site stay free either way.
Clio, MyCase, PracticePanther, Smokeball, Estateably are trademarks of their owners. Fylely is not affiliated with or endorsed by any of them. Each page says whether, and when, the other system's public pages were last read.