Tracking My Clients is purpose-built for professional fiduciaries — billing, documents, court accounting, and client communications, all in one place.
Built from the ground up for professional fiduciaries, so you can spend less time on admin and more time serving clients.
Track every client matter from Prospective to Closed. Record court case numbers, county, appointment dates, and custom statuses.
Log hours with a built-in timer, track mileage, and generate detailed invoices with configurable rates per client.
Store engagement agreements, care plans, and other documents per matter. Merge templates and send for e-signature via SignWell.
Maintain a global contact database and link contacts to matters with their role, signing authority, and relationship.
Track assets, income, expenses, and disbursements with Schedules A–F — ready to print for court filing.
Record every call, email, and meeting with timestamps and billable hours — keeping a complete record per matter.
Fill out a quick registration form with your name, firm, and email address.
Your account is active immediately — no waiting, no approval needed. Sign in and you're ready to go.
Add your first client matter, import your contacts, and start tracking time right away.
Start free — upgrade anytime. All paid plans include a 30-day free trial, no charge until the trial ends.
All plans include court accounting, e-signature, document library, client portal, and invoicing.
Need more storage? Add 1 GB for $5/mo on any paid plan.