Income nobody can route away from you.
A professional website that brings private work in, and a CRM that runs the assignment from enquiry to signed PDF. Sold together because a lead with nowhere to land is not a lead.
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Private work is the highest-margin work. It deserves real tools.
You would not manage AMC orders on a sticky note. Private assignments pay several times more and usually get less.
Invisible
The people who need you cannot find you
Attorneys, CPAs and executors search for "estate appraiser" in your county. If nothing of yours comes up, the assignment goes to whoever does come up.
Spreadsheets
Private work lives in email and memory
Estate files, divorce cases, PMI removals — run on sticky notes, generic CRMs and spreadsheets that have never heard of USPAP.
5+ years
Workfile retention is your liability
USPAP requires five-year retention, longer for litigation. No generic CRM tracks it, and nothing about a spreadsheet reminds you.
One loop, start to finish
- 1An attorney searches for an estate appraiser in your county and lands on your estate page.
- 2They fill in the estate form — decedent, date of death, IRS deadline, their own details.
- 3A contact and an estate assignment appear in your CRM. You and they both get an email.
- 4You send the engagement letter. They sign it in the portal by typing their name.
- 5You do the work in whatever software you use, and upload the finished PDF.
- 6The report is delivered through the same portal, the invoice goes with it, and a five-year retention record opens on your deadlines screen.
What you get
Built for estate, divorce, PMI, pre-listing, tax appeal, expert witness and relocation work.
Your storefront, your domain
A site built from your credentials and coverage area, on your own domain, with DNS and HTTPS status shown honestly. It writes itself from your intake form — then every page, headline and meta description is yours to edit, and nothing is public until you press publish.
Seven kinds of private work, handled
Estate, divorce, PMI removal, pre-listing, tax appeal, expert witness, relocation — each with its own intake and pipeline stages. Engagement letter, e-signature, and a signed PDF your client downloads from a portal with no login to figure out.
Enquiries arrive as assignments
The estate form asks for the decedent and the date of death. Divorce asks for both attorneys and the court date. What lands in your CRM is a typed assignment with the answers already in the right fields — not an email you have to decode.
Works with how you write today
Deliver the report from whatever software you write it in. CRM + Sites handles the client side — intake, engagement letter, status, delivery, invoice and payment records.
$49 a month, or $490 a year
Both the website and the CRM. One estate or divorce assignment covers the year, and we never take a percentage of your fee.
Frequently asked questions
Stop running $1,000 assignments out of your inbox
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