For Texas estate planning & probate firms
There's unbilled work sitting in your closed files.
We review your closed matters against public records and flag the former clients with a specific, current reason to reconnect — each with the evidence behind it.
No software to install. No commitment. Results in about a week.
Client deceased — firm not notified
Obituary 03/14 · no probate filed · Travis CAD owner unchanged
Trust signed, home never deeded in
Trust executed 2019 · deed still in individual names
Divorce closed, plan never updated
Decree 2023 · will names former spouse as beneficiary
LLC forfeited right to transact business
Comptroller status: forfeited · officers personally exposed
ILLUSTRATIVE EXAMPLE — NOT REAL CLIENT DATA
The problem
Your best prospects already chose you once.
Every established firm has hundreds of closed matters. Some of those former clients need work right now and neither of you knows it — a trust that was never funded, a will whose named beneficiary is an ex-spouse, a client who died months ago without anyone telling the firm.
Nothing surfaces them, so nobody calls, and the work goes to whoever the family happens to find first.
These aren't leads. They're your own clients.
What we find
Six reasons to pick up the phone
We check each closed matter against obituaries, court records, appraisal district rolls, deed records and Secretary of State and Comptroller filings.
A client has died and nobody told the firm
The family may not remember who drafted the plan. If you hold the original will, Estates Code §252.201 obliges you to deliver it to the clerk once you have notice of the death. You can't do that if you never hear.
Trust signed, property never transferred in
The deed may never have been recorded to the trust. That leaves the home exposed to exactly the probate the plan was meant to avoid.
Divorce closed, estate plan never updated
The former spouse may still be the named beneficiary or agent under a power of attorney.
Entity forfeited its right to transact business
Franchise tax forfeiture can expose officers and directors personally for the entity's debts.
Property bought after the plan was signed
A new asset sitting outside the existing plan: a lake house, a rental, a second home in another county.
Minor children are now adults
Their own powers of attorney and medical directives are newly needed, and their parents already trust your firm.
Every item comes with the evidence behind it, such as the recording date, the account status and the source, so you can verify it yourself in a minute or two.
How it works
Three exports in. One page out.
Send three CSV exports
Matters, contacts and related contacts from your practice management system. You can limit it to estate planning and probate matters closed two or more years ago, and redact descriptions. We mainly need names, addresses and dates.
We check the public record
Each former client is matched against obituaries, re:SearchTX, county appraisal districts, deed records and state entity filings. Every match is confirmed by hand, not guessed.
You get a one-page summary
Within about a week you get how many matters we reviewed, what we found by category, and the specific items worth acting on first, each with its supporting evidence.
The first review costs nothing.If it isn't useful, that's the end of it.
Request your review →Data & ethics
Built around your professional obligations.
Your clients' files deserve the same standard of care you bring to their matters.
We sign before you send
A confidentiality agreement is in place before any data changes hands. We act as an agent assisting your representation:
- Read-only use of your exports
- No disclosure to anyone
- No use for any other client
- Deletion on your request, at any time
Your clients, your name, your approval
This is outreach to your own current and former clients. Rule 7.03(b)'s solicitation restrictions don't reach a person with a prior professional relationship with the lawyer, which is why we start with your existing book instead of buying leads.
- You review and approve every communication
- Everything sends from your firm, in your name
After the review
Keep it running while you practice law.
If the review is useful, we monitor your files as they close and send a short weekly list of clients worth contacting, with draft outreach you approve or discard.
- First reviewFree
- Ongoing monitoringFlat monthly fee
- ContractNone long-term
- Share of your feesNever
FAQ
Questions firms ask first
What exactly do you need from us?
Three standard CSV exports from your practice management system: matters, contacts and related contacts. You choose the scope. Most firms start with estate planning and probate matters closed two or more years ago.
Do we have to install anything?
No. There's no software, no integration and no login. You send exports and get back a one-page summary.
Can we redact sensitive information?
Yes. Redact matter descriptions or anything else you like. Names, addresses and dates are what make the matching work.
Who contacts the client?
You do. We flag the matter and can draft outreach, but you review and approve every communication and it goes out from your firm, in your name.
Is Codicly a law firm?
No. Codicly is not a law firm and does not provide legal advice. We surface public-record facts about your own former clients so your firm can decide what to do.
What does it cost after the free review?
A flat monthly fee for ongoing monitoring, with no long-term contract. We never take a share of your fees.
Find out what's sitting in your backbook.
A 20-minute call to see whether your closed files are a fit, then a free review within about a week.
Email ritvik@codicly.com →