⚖ The Attorney Intelligence Platform
⚖️

Your Practice Deserves
Better Tools.

Compendium Law gives estate attorneys and financial advisors a secure, ThinkGrid-powered portal to manage every client relationship — documents, assets, trusts, and billings — from one dashboard. Zero cost to your practice. Forever.

⚖ Access Your Portal → See What's Included
No license fees. No per-seat charges. Your clients pay their own subscription.
$0
Cost to the attorney
∞
Client workspaces
ThinkGrid
ThinkGrid analysis
100%
Client data isolation
Platform Features

Everything your practice needs.
Nothing you don't.

Built for estate attorneys, trust lawyers, and financial advisors who manage high-net-worth client relationships.

📊
All-Client Dashboard
Every client's net worth, assets, open tasks, and estate health score — visible from one secure view without asking anyone to send a spreadsheet or schedule a call.
ThinkGrid
ThinkGrid Document Review
ThinkGrid reads each client's trust documents, wills, insurance, and estate filings — surfacing unfunded trusts, cross-state language conflicts, stale provisions, and critical gaps before your next review meeting.
🔐
Encrypted Attorney–Client Messaging
Send document requests, analysis notes, and action items through an encrypted in-platform channel. Nothing sensitive in email. Clients receive and respond inside their own secure workspace.
👥
Beneficiary & Asset Mapping
Map beneficiaries to specific assets, trusts, and accounts. Track primary and contingent designations, per stirpes elections, and percentage allocations. Cross-reference designations against the full estate document set.
📅
Review Scheduling & Action Tracker
Schedule trust reviews and send reminders that land directly in your client's Compendium calendar. Track action items per client, per document, per review cycle — nothing falls through the cracks.
💼
Client Billing Management
Manage each client's Compendium subscription through your advisor dashboard. Set pricing, track payment status, and see your total monthly revenue across all managed clients — all in one place.
🏛️
Full Estate Intelligence Access
See the same data your client sees — net worth, real estate portfolios, precious metals, equities, trusts, entities, insurance, and tax documents. Walk into every meeting already knowing the full picture.
🔒
Role-Gated, Isolated Workspaces
You see only what each client explicitly shares with you. Client workspaces are fully isolated — your clients cannot see each other, and access is logged and audited at every level.
📋
Onboard Clients in Minutes
Invite clients directly from your advisor dashboard. They receive a private, fully configured workspace — pre-loaded with the plan and modules you select. No IT required on either side.
Pricing

Free to the attorney.
Always.

Your Compendium Law portal is completely free — no per-seat pricing, no licensing fees, no tier walls. When you bring a client onto the platform, they maintain their own subscription directly. You get full advisor access at no charge.

Clients are billed at the Compendium platform rate for their chosen plan. If you bundle the platform into your own engagement, you set the rate. The math on that tends to be favorable.

Get Your Free Portal →
Your cost
$0
per month, per client, forever.
Two client tiers — pick what fits
🌿 Essentials — under $5M net worth · net worth + family tree + org chart + docs Get a quote →
⚖️ Wealth — $5M+ · full ThinkGrid estate stack Get a quote →
Mix Essentials + Wealth clients on the same dashboard. Custom firm pricing — contact us.
For advisors who think ahead: Many attorneys bundle Compendium Law into their annual retainer engagement. Clients get a world-class platform. You get a stickier relationship and a reason to call that isn't bad news. The numbers tend to work out nicely.
How It Works

Up and running
in three steps.

No IT project. No integration headaches. Your portal is ready in minutes.

1
Request Your Portal
Submit your information below. We review your request and provision your attorney workspace — typically within one business day.
2
Onboard Your First Client
From your advisor dashboard, create a client workspace in minutes. Choose their plan, set access permissions, and send them a secure invitation link.
3
Stay Informed. Impress Clients.
Walk into every review meeting knowing more about your client's estate than they do. ThinkGrid flags issues before they become problems. Your clients notice.
Ready When You Are

Your clients deserve
the best attorney in the room.

Estate attorneys who use Compendium Law walk into every client meeting already knowing the full picture. That's not an accident. That's the platform.

⚖ Access Advisor Portal → View Compendium Wealth
The Compendium Suite
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