Cut the hours you burn per client. Keep the fee.
If you bill a flat or set fee, every hour of chasing documents comes straight out of your margin. One Step After has clients arrive organized, so the same matter takes less of your time, and gets you in front of families already looking for a professional.
Free to explore. Subscribe when you’re ready to onboard clients.
Do the math on a single client.
3–5 hrs
Typical intake and document-gathering time recovered per matter
$250–450
What an hour of your time is worth
$124/mo
What One Step After Pro costs your whole firm
One organized client covers the subscription for months. On flat-fee work, the hours you don’t spend on intake never leave the firm.
Hours recovered based on Thomson Reuters Legal Tracker intake-automation benchmarking; hourly rates from 2026 probate attorney fee surveys. Your results will vary.
Built for professionals who serve families through life’s hardest transitions.
Estate and probate attorneys
Clients arrive organized instead of overwhelmed, so intake stops eating the fee and your conversations start at a higher level.
Financial planners and wealth managers
Estate organization is a natural extension of wealth planning, without your team chasing documents and account details.
Death doulas
The practical and organizational side is handled, so your energy stays where it matters: on the human experience.
After-loss concierge services
Clients come in with a structured foundation, so you spend less time gathering basics and more delivering high-touch service.
What changes once a client is organized.
Fewer hours per matter, same fee
Intake and document chasing are where flat-fee work quietly loses money. When a client arrives with a completed profile, that time collapses, and every hour you save is margin you keep.
One login for every client
No switching accounts. Log in once and jump straight into any client’s workbook, documents, or roadmap, at the permissions they’ve granted you.
Clients who arrive informed
The guided workbook and resource library cover the basics before your first meeting, so conversations skip the 101 and go straight to the work only you can do.
Scope creep eliminated
"Where do I find the deed?", "What do I do with the family cat?", "How do I validate a debt?" get answered by the platform instead of by you, off the clock.
Team access you control
Manage which clients each team member can reach, with full visibility into who has access to what. One flat price no matter how many clients you add.
Easy to start, easy to onboard clients.
- 1
Create your One Step After Pro account
You’ll have a central hub to manage all your clients, and access their estate profiles from one place.
- 2
Subscribe when you’re ready to bring clients in
Exploring the dashboard is free for as long as you like. When you’re ready to invite your team and onboard clients, start your $124/month firm subscription. Client accounts are included, so there’s nothing extra to buy per client.
- 3
Add a client in seconds
Add their name and email and they’ll get an invite to their own profile. The account is theirs: they get full access to the platform, and you get them in your client roster. If you’re working with a client who already uses One Step After, it’s easy to link their account to yours.
- 4
You access their organized profile directly
Log into your dashboard to see their workbook, uploaded documents, and roadmap progress without a single email attachment. You see what they see, with the permissions they’ve set.
Access and permissions are client controlled.
Probate Attorney
Views workbook, documents & roadmap
Financial Advisor
Views financial sections only
Death Doula
Views wishes & end-of-life sections
Paralegal / Firm staff
Views workbook and documents
Clients control all access. Permissions can be updated at any time.
One price for your whole firm.
$124/month
Client accounts included
- Unlimited client accounts, no per-client fee
- Your whole team on one firm account
- Direct access to every client profile, at the permissions they set
- Free to create an account and explore before you subscribe
Get your Professional Dashboard, and bring your clients with you.
Create your account and look around for free. When you’re ready to onboard clients, subscribe. Want to talk it through first? We’re actively shaping how One Step After serves professionals and we’d love your input.