Legacy Logix for Law Firms
Together we can help your clients reduce the burden of managing and settling their Estates.
Why Partner With Legacy Logix?
Offer the Legacy Logix Estate Portfolio Management service to fill the critical gap between Estate plan creation and final settlement.
Deliver a competitive service at low/no cost.
Add a high-value Estate plan management service to your offerings, efficiently and profitably. Legacy Logix automates baseline services that keep client satisfaction high - without eating into billable hours.
Nurture long-lasting client relationships
Legacy Logix automatically extracts intelligence, delivers insights, and proactively directs clients to you when needed, year after year. This helps you maintain client relationships well beyond the initial engagement.
Drive organic growth of your client base.
Clients invite key Estate stakeholders into Legacy Logix to view and collaborate on their Estate portfolio. This gives you a natural bridge to potential clients who are already engaged in the Legacy Logix ecosystem.
Partner Spotlight
Carmen Rosas Law offers an attorney perspective on Legacy Logix
Explore our partnership options and find the one that's right for your firm.
The Legacy Logix Partner Program offers several options for providing our Estate Portfolio Management solution to your clients. Whether you choose to stay completely hands off, or maintain total control, we have a plan and a revenue-sharing structure to match.
REFERRAL PARTNER
Start earning as a referral partner.
Sign up for our referral program, and earn a fee for every client you send our way. Perfect if you simply want to recommend a third party solution to clients that need help organizing and maintaining their Estate portfolio.
Share a custom link with your clients.
They purchase a Legacy Logix subscription.
You get rewarded.
RESELLER PARTNER
Sell the service, and we’ll manage it.
Sign up for our reseller program, and gain instant access to a valuable new service to offer your clients. The choice for partners that use Legacy Logix as a collaborative tool, while leveraging our resources to oversee Estate Portfolio Management for their clients.
Sell Legacy Logix a part of your service offering.
We’ll handle account management, monitoring and customer support.
You earn a percentage of annual client subscription fees.
MANAGED SERVICE PARTNER
Take control as a full service partner.
Sign up as a managed service partner for the most control and flexibility. Select this program if you want to own the end-to-end service for your clients. You’ll have a version of our solution that you can call your own, with our full support behind you.
Sell Legacy Logix as part of your service offering.
Directly oversee your clients’ Estate portfolios within your private Legacy Logix environment.
Receive training, support and a larger percentage of annual client subscription fees.
Which type of partnership is right for you?
REFERRAL PARTNER
Get rewarded for recommending Legacy Logix to your clients. We’ll take it from there.
RESELLER PARTNER
Sell Legacy Logix as part of your service offering, but leave the day-to-day management to us.
MANAGED SERVICE PARTNER
Sell and manage the entire Legacy Logix service for your clients, just as if it were your own.