Estate Management Specialists Scale Globally with Compassionate Technology Solutions

See how Phillips & Cohen Associates revolutionized probate estate management across the United States, Canada, United Kingdom, and Australia while maintaining their signature compassionate approach during customers' most difficult times. This thoughtful case study demonstrates how a specialized firm with 18 years of expertise transformed their operations to support rapid international expansion without sacrificing the human touch that defines their service.

CEO Adam Cohen shares how legacy software systems hindered their ability to scale globally while maintaining their high standards of empathetic customer interaction. Learn how inflexibility in previous platforms prevented the intuitive, adaptable processes necessary for dealing with grieving families navigating complex probate procedures. The study reveals how the right technology choice enabled staff to focus on meaningful human connections rather than fighting with cumbersome systems.

The case study explores specific features that proved critical for international operations: multi regional compliance capabilities, intuitive interfaces that reduce training time, and flexible configuration options for different jurisdictions. Discover how Phillips & Cohen built strong two way partnerships with their technology provider, creating collaborative relationships that extend beyond typical vendor arrangements.

Download to explore how the right technology partnership enables global growth while preserving your organization's core values, allowing specialized firms to scale operations without compromising the compassionate service that distinguishes them in sensitive industries.