The Challenge of Traditional Legal Practice Management Software
Heritage Law Partners is a close-knit team of attorneys in the St. Louis, Missouri area led by managing attorney Eliana Emery, who specializes in estate planning and special needs planning for an average of over 400 clients a year.
Before Assembly, Eliana managed her clients with the built-in client portals of popular legal practice management software like Clio. But those tools created frustration for both her and her clients — confusing login processes, unbranded interfaces, and limited functionality.
“It felt like bolted-on software, an afterthought.”
Eliana knew she needed a more intuitive, customizable solution that reflected her firm’s professional image and wouldn’t lock her into one practice management platform.
A Standalone, Customizable Portal for Top-Tier Client Service
Heritage Law Partners built their standalone estate planning client portal with Assembly, giving them flexibility around legal software integrations and branded interactions. Clients and their families now receive secure access to a library of important information, digital copies of estate planning documents, and online communication with their attorney — all in one place.
“I really like how smooth it is and intuitive for our clients to use. Our approach definitely puts us in the top tier for client care among estate planning firms.”
The portal integrates with their broader tech stack, including Calendly for scheduling and DecisionVault for estate planning intake. Thanks to Assembly’s flexible API, the firm’s custom onboarding and workflows plug into the client portal without sacrificing a seamless client experience.
Saving Time and Expanding Business in One Platform
“Our portal really improves our client satisfaction with our firm and definitely saves time. Having everything in one spot is huge. Assembly is a powerful tool to make us more efficient and give extra peace of mind to our clients.”
Eliana expects the portal will strengthen long-term client relationships and position the firm as a modern, client-first practice.
Get started