From setup to smart automations, Breely's AI helps you save time, grow revenue, and stay fully booked for your estate planning business.
All features for free. Pay only when your client list grows.
Breely gives you everything from the start so you can launch and grow without friction.
Build your booking flow, accept payments, send emails and texts, customize forms, use signatures, and automate your business—all included for under 10 clients.
Our goal is simple: help new businesses get off the ground with real tools, not restrictions.
At Breely, we understand that estate planning requires a personalized approach, which is why our platform seamlessly integrates with your unique workflow to ensure every detail is meticulously managed. Tailor your scheduling needs with Breely and focus on providing peace of mind to your clients while we handle the logistics.
At Breely, we offer intuitive scheduling solutions that adapt effortlessly to the evolving needs of your estate planning practice. From managing client consultations to coordinating with legal experts, our platform ensures seamless growth and efficiency every step of the way.
Breely streamlines your estate planning operations by integrating scheduling with client management, document organization, and seamless communication tools. Elevate your practice with our all-in-one platform designed to enhance efficiency and client satisfaction.
While other schedulers stick to outdated methods, Breely is revolutionizing the estate planning industry with cutting-edge technology that streamlines client appointments and maximizes efficiency. Experience seamless scheduling that adapts to your firm's unique needs, helping you focus on what truly matters—your clients' future.
Streamline consultations and boost client satisfaction by using Breely’s online scheduling platform, designed to effortlessly manage appointments and optimize efficiency for your estate planning business.
Start for FreeSeamless embed into your website or use your standalone “booking website”
Setup events like 1-on-1 appointments, classes, and workshops
Connect with Square or Stripe to accept payments, deposits or vault cards
Powerful customizations for your booking page to align with your brand
Collect information, get signatures, accept payments, upload files, and more
Conditionally show sections and route to different booking experiences
Automatically include video conference links with Google Meet or Zoom
Custom fields for clients, events, people, resources, forms, and classes
Sync with popular calendar platforms like Google, Office 365, and iCloud
Sell packages, gift certificates, subscriptions, and create coupons
Sign a BAA and use this as part of a HIPAA compliant business
Protect your business by requiring signatures on contracts or waivers
Robust reporting — it's like having a full spreadsheet embedded with all your data
Book with people, or resources like a court, lane, room, and more
Keep your schedule full by allowing clients to join a waitlist
Limit scheduling on constraints like window of time, number per day, and per client
Set round robin or prioritized booking for appointments
Look like you're in high demand by hiding a percentage of your time each day
$0/mo · Limited to 1 user
$7/mo per user
Everything in Free, plus: