A home for every
document and detail.
Capture every document, link it to the work, and configure your data exactly how your practice needs it. Storage, intelligence, and structure — built for fiduciary teams.
One place for every document.
Trust instruments, statements, tax filings, correspondence, exhibits — every document about a trust, captured and organized in one place. Our AI analyzes what's inside so insights surface where you need them.
Documents that live with the data.
Every document is tied to the trust, account, transaction, task, or workflow it relates to. Open a transaction and see the supporting receipt. Open a beneficiary and see the distribution paperwork. No more file-folder archaeology.
Already on SharePoint? Keep it as your system of record.
Connect your SharePoint document library and ProTrustee surfaces files in context — alongside the trusts, accounts, and tasks they relate to. Your team works in ProTrustee; SharePoint stays where your IT wants it. Integrations with other providers coming soon.
Track what your firm tracks — on any entity.
Trusts, accounts, contacts, households, assets — add custom fields anywhere. Configure dashboards, views, and reports at every level. Your data model, not someone else's.
Backed up. Encrypted. Audited.
Your documents and data are stored to enterprise standards — encrypted at rest and in transit, continuously backed up, and independently audited. You shouldn't have to wonder whether they're safe. They are.