How Heritage Law Partners Delivers Exceptional Client Service with Assembly
A flexible, branded client portal helped Eliana Emery expand her business at Heritage Law Partners, streamlining client communications and saving hundreds of staff hours each year.
500+
Annual cases
100+
Hours saved
1000+
Satisfied clients
Heritage Law Partners at Glance
Founded
2024
Running on Assembly since
2024
Company URL
https://heritagelawpartners.comIndustry
Law FirmsApps in use
The challenge of traditional legal practice management software
Heritage Law Partners is a close‑knit team of attorneys in the St. Louis, Missouri area led by managing attorney Eliana Emery. Eliana specializes in estate planning and special needs planning for an average of over 400 clients a year.
Before Assembly, Eliana had previously managed her clients with the built-in client portals of popular legal practice management software like Clio. But those tools created frustration for both her and her clients.
“It felt like bolted-on software, an afterthought,” recalls Eliana. Clients struggled with confusing login processes, unbranded interfaces, and limited functionality.
Eliana knew she needed a more intuitive, customizable solution that reflected her firm’s professional image and wouldn’t lock her into one practice management platform.
A standalone, customizable portal for top tier client service
Heritage Law Partners built their standalone client portal for estate planning with Assembly, giving them flexibility around legal software integrations and branded interactions with their clients. These clients and their families now receive secure access to a library of important information, digital copies of important estate planning documents, and online communication with their attorney all in one place.
“I really like how smooth it is and intuitive for our clients to use,” Eliana says. “Our approach definitely puts us in the top tier for client care among estate planning firms. ”
Heritage Law Partners’ customer portal integrates with their broader tech stack, including Calendly for scheduling and DecisionVault for estate planning intake. The firm has also invested technical development into custom onboarding and workflows for their estate planning service, which thanks to Assembly’s flexible API, they can plug into their client portal without sacrificing a seamless client experience.
Saving time and expanding business in one platform
With Assembly, Heritage Law Partners has managed to save significant hours of staff time per month streamlining document exchange, onboarding, and client communication.
“Our portal really improves our client satisfaction with our firm and definitely saves time,” Eliana says. “Having everything in one spot is huge. Assembly is a powerful tool to make us more efficient and give extra peace of mind to our clients.”
Eliana expects this new portal will strengthen long-term client relationships and position the firm as a modern, client-first practice.
Where client experiences come together
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