570 hours a year. $199,500 in billable time. One missing system.
The average estate attorney spends 570 hours per year on manual digital asset administration. At a typical $350/hour billing rate, that is $199,500 in lost or unbilled time annually — work that should take 14 days instead stretches to 6 months without a documented digital estate.
How It Works
Account Discovery
Your client connects their Gmail in one click. Vaultly scans 12 years of receipts and surfaces an average of 147 accounts in 45 seconds — financial, crypto, subscriptions, social — categorized and ready for your matter file.
One-Click Reports
Generate a firm-branded PDF estate report instantly. Every account, credential location, and beneficiary instruction — formatted for intake or court filing, updated automatically when client data changes.
Executor Dashboard
When a client passes, their executor logs into a guided dashboard with a complete action plan. What used to take 6 months of manual search now takes 14 days of structured execution — with an audit log for every action.
Client Referral Network
Founding partner attorneys get priority placement to new Vaultly users in their area. Every warm intro from Vaultly's consumer waitlist flows directly to your firm — recurring revenue, not one-shot wills.
Not legal tech. Practice infrastructure.
Clio did not position itself as a point tool — it became the system the rest of the practice eventually ran through. Vaultly is that same shift for digital estate work: the foundational layer your clients' continuity eventually depends on, not a purchase made once and forgotten.
Questions
Ready to see it in your firm?
Book a 30-minute demo and we'll walk through exactly what your clients would see.