Every deadline.
Every citation.
Court-defensible.
Sapphire Legal gives professional fiduciary firms a jurisdiction-aware compliance engine for all four case types — with every deadline grounded in the actual statute that created it. Not a checklist. A defensible record.
First month free — no credit card required.
One missed filing. One undefended deadline. That's your license.
Courts don't accept “we were busy” or “the spreadsheet didn't remind us.” Professional fiduciaries carry personal liability — and the tools they've been using weren't built for that weight.
A missed statutory deadline
Annual accountings. Inventory filings. Notice periods. Each one has a statutory basis and a court-enforceable date. One slip is a contempt motion, a surcharge, or a removed fiduciary.
An audit you can't defend
When the court asks "where did this deadline come from," a spreadsheet row isn't an answer. A citation to the applicable statute is. Sapphire generates both — automatically.
Personal liability exposure
Professional fiduciaries carry personal liability for their wards. Generic task managers and legal checklists don't understand that. Sapphire was built knowing it.
“What statute requires this?”
Now you always have the answer.
The Statutory Basis view shows every deadline alongside the exact code section, jurisdiction, and effective date that created it. When a court, beneficiary, or auditor asks where a deadline came from — you hand them a citation, not a guess.
- Every deadline linked to its governing statute
- State-specific code section visible at a glance
- Jurisdiction auto-detected from case type and state
- Export the citation record for court submission
Not a checklist. Not a chatbot. A compliance engine.
Every feature was designed around the legal obligations of a professional fiduciary — not retrofitted from a generic legal platform.
Statutory Basis View
Every deadline shows its citation — the exact statute, code section, and jurisdiction that created it. Not a best guess. The actual law.
Jurisdiction-Aware Workflows
Select a case type and state. Sapphire auto-generates the full action plan with state-specific deadlines pulled from current statutes — not a national checklist.
Court-Ready Accounting Output
Generate accountings formatted for court submission. Asset ledgers, receipts, disbursements — organized the way judges expect to see them.
Co-Fiduciary Access
Multi-location firms and co-fiduciaries work from the same case, the same deadlines, the same record. No version conflicts. No duplicate entries.
All 50 States
California conservatorship timelines differ from Texas probate rules differ from New York trust accountings. Sapphire knows all of them. Out of the box.
Per-Ward Data Isolation
Every ward's file lives in a dedicated environment. No cross-ward data exposure. Court-defensible data handling from the infrastructure up.
Open a new matter. Get the full action plan — instantly.
Select the case type and the state. Sapphire generates a complete, jurisdiction-specific action plan — every required filing, every notice period, every court deadline — pulled from current statutes for that state. Not a starting template you have to customize. The right plan, for the right jurisdiction, from the first click.
- California probate rules ≠ Texas probate rules — Sapphire knows both
- New matter → full action plan in under 60 seconds
- Deadlines auto-calculate from case open date
- Statute updates reflected automatically
Built with fiduciaries. Proven in the field.
[TESTIMONIAL PLACEHOLDER]
Case study / pull quote from a professional fiduciary firm — e.g. "The statutory basis view is the first thing I show auditors. The conversation ends there."
One platform. Every office. Every co-fiduciary.
Growing firms and franchise operations need more than a shared drive. Sapphire scales across locations with co-fiduciary access controls, firm-level visibility, and per-ward data isolation — so your Portland office and your San Diego office work from the same compliance standard without sharing data they shouldn't.
Firm-wide visibility
Principals see across all cases and offices. Staff see only their assigned matters. One role model covers both.
Co-fiduciary collaboration
Multiple fiduciaries on a single case. Same deadlines, same record, no version conflicts. The court sees one clean file.
Per-ward isolation
Ward A's data cannot touch Ward B's. The isolation is structural — not a permission setting someone can accidentally change.
Transparent. Flat. No per-ward surprises.
One monthly fee covers your entire practice — unlimited wards, all case types, all states. No usage tiers. No per-case billing.
- All 4 case types — Guardianship, Conservatorship, Trust, Probate
- All 50 states, jurisdiction-aware
- Statutory Basis citations on every deadline
- Court-ready accounting output
- Co-fiduciary and multi-location access
- Per-ward data isolation
- Unlimited wards and matters
- No per-case or per-ward charges
First month free — no credit card required. Cancel anytime.
Stop defending deadlines with spreadsheets.
Every court deadline grounded in the statute that created it. Every jurisdiction covered. Every ward's record defensible from day one. First month free.
No credit card required · No sales call required to start