Elder law practice management, with the family in one file
Compass by Rulng keeps a parent and their children in one file, the meetings and signings on one calendar, and guides on guardianship, powers of attorney and advance directives beside the file.
The client and the family, together
Elder law work usually comes through a family, so Compass lets a parent and their children share one file, with each person checked for conflicts. Meetings and signings go on the calendar with reschedules and no-shows recorded, and the file links the guides to the law the matter touches.
What an elder law firm gets
Families as clients.
A parent and their children, or a couple, share one file, and each person is checked for conflicts.
Meetings and signings, counted.
Your staff book meetings and signings, with reschedules and no-shows recorded and a monthly count of each.
Guides to the law.
Topic guides on guardianship, powers of attorney, advance directives, probate, trust administration and elder abuse, built from official state sources for the state the library covers today.
A checklist for every matter.
Start from the estate or general starter checklist, and your firm writes its own for each kind of matter; each step gets an owner and a due date.
The family's language.
Inquiries from a Spanish page are confirmed in Spanish, invoices can go out in Spanish where invoicing is switched on, and each person on your team can work in English or Spanish.
How it connects to the rest of Compass
Families find you through your website. The inquiry becomes a lead, and the client file holds the matters, documents and payments.
Questions
What should elder law practice management software do?
Elder law practice management software should keep the client and their family together, schedule meetings and signings, and hold each matter's documents and dates in one place. Compass by Rulng keeps the family in one file and the meetings and signings on one calendar.
Can a parent and their children share one file?
Yes, a parent and their children can share one file in Compass by Rulng, and each person is checked for conflicts.
Does Compass cover guardianship and powers of attorney?
Yes, for the state the library covers today: the law library has topic guides on guardianship, powers of attorney, advance directives, probate, trust administration and elder abuse, built from that state's official guides, statutes and court forms.
Does Compass do benefits or Medicaid planning?
No, Compass by Rulng does not calculate benefits or plan for Medicaid. It keeps the matter, the family, the documents and the dates.
Does the law library cover our state?
The law library covers one state's law today, and the walkthrough tells you whether that state is yours. A firm elsewhere has the rest of Compass by Rulng, without library answers.