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Legacy Operating Desk

Households, assets, fiduciaries, documents, reviews, and vault permissions.

EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 days
Firm OS module

What this system replaces

Type what your firm pays each month. These are sample numbers; use yours.

Illustration only. Your vendors and prices will differ
  • Practice management (per user)
  • CRM / intake software
  • E-signature plan
  • Document management / PDF tools
  • Payments / trust accounting add-ons
  • Legal AI subscription
  • Video meetings / mobile add-ons
Five-year view
Rented stack ($1,710.00/mo)$102,600.00
Command Center + Command Care, owned$48,200.00
$54,400.00 kept

Plus: source code you own, no per-seat fees, workflows shaped to your practice, and no vendor holding your data.