Premier Software

What Premier Software does

Premier Software - NJ, Inc. is a privately held legal technology firm founded in 1985 and headquartered in Moorestown, New Jersey. It serves US-based estate, trust, and elder law practices with a vertically specialized suite of practice management, client intake, client engagement, and reputation management solutions, primarily on a subscription and consulting basis. The company is small (1-10 employees), founder/operator-led with Tom Caffrey as the central figure, and operates without disclosed external funding or institutional investors.

The product portfolio is anchored by WealthData for Time Matters, an overlay practice system developed from 200+ estate and elder law firm implementations that customizes Time Matters for estate, trust, elder, and civil litigation work. Premier also delivers Premier Online Forms (built on the Cognito Forms platform with conditional logic, calculations, document merging, e-signatures, HIPAA compliance, and payment processor integrations), the Client Connect and Life Care Client mobile/web apps for estate and life care clients, Online Practice Management delivered through a certified Caret Legal (formerly ZolaSuite) partnership, an MTM subscription training forum running four live classes per month, online scheduling via Apptoto, and an online reputation management service. The underlying architecture relies on third-party platforms (Cognito Forms, Time Matters, Caret Legal, Apptoto) layered with Premier's proprietary templates, workflows, and consulting methodology rather than internally built core infrastructure.

Premier's go-to-market is sales-led and education-driven: direct phone outreach, free business scans and demos, a 14-day free trial for online scheduling, content marketing via blog and resources, social channels, webinars, and referral networks within the estate/elder law community. Revenue is generated through subscription support and training services (notably the MTM forum), consulting and implementation work, online forms platform subscriptions, and online reputation management retainers. The company holds GDPR and HIPAA compliance postures and reports 5/5.0 stars on BirdEye based on 10 reviews.

Name

Premier Software

Legal name

Premier Software - NJ, Inc.

Website

https://premiersoftware.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Premier Software is a privately held legal technology firm providing practice management overlays, online intake forms, client engagement apps, and reputation management services to US estate, trust, and elder law practices on a subscription and consulting basis.

Ownership category

akta.pro rank

Headquarters

HQ city

Cherry Hill

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Support and Training Services: Premier Software provides ongoing support, training classes (4 live classes per month), and consulting services for law practice management software including Time Matters and ZolaSuite/Caret Legal. Services include customization, implementation, and staff training.
2. Online Forms Platform: Cognito Forms-based online intake and client management forms for law firms with advanced features including conditional logic, calculations, document merging, and payment processing capabilities.
3. Online Reputation Management Services: Review generation and management support for law firms including review syndication, business listing management, review aggregation, and social media auto-posting.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Premier Software provides specialized legal practice management software and online forms for estate, trust, and elder law firms, including Cognito Forms-based online client intake forms, the Client Connect mobile app for estate and elder care clients, the WealthData overlay for Time Matters practice management, and online reviews/reputation management services. The company complements these products with consulting, training classes, and integration support for partner practice management platforms Time Matters and Caret Legal.

Product overview

Premier Software provides a suite of integrated legal software solutions focused on estate, elder, and life care law practices. The core offerings include Premier Online Forms (built on Cognito Forms) for client intake with advanced features like conditional logic, calculations, and electronic signatures; Client Connect and Life Care Client App for client-facing mobile support; Online Practice Management via Caret Legal (formerly ZolaSuite) for billing, trust accounting, and firm management; Time Matters practice management enhanced with WealthData overlay packages for estates and elder law; plus supporting modules for online scheduling and review management. These products are designed to work together for law firms offering client care and retainer programs.

Differentiator

Problem solved

Functional benefit

Brands

• Client Connect: Mobile app for estate and life care planning clients
• Caret Legal
• WealthData Practice System
• MTM (Managing Time Matters)

Products and services

• Premier Online Forms Web-based intake forms built on the Cognito Forms platform featuring conditional logic, calculations, save & resume, document merging, electronic signatures, HIPAA compliance, and integrations with PayPal, Stripe, Square, Zapier, and Microsoft Power Automate. Targeted at estate planning, probate, trust administration, elder law, and guardianship client intake for law firms.
• Client Connect (Life Care Client App) Mobile-first client application (Client Connect) and firm-branded web-based client app (Life Care Client App) for estate and life care planning, providing lifetime support, emergency form sharing, and life care planning features that enable ongoing client relationship management between law firms and their clients.
• WealthData Practice System for Time Matters Overlay practice system customizing Time Matters for estate, trust, elder law, and civil litigation practices. Based on development and installation at more than 200 advanced estate and elder law firms, designed to save hundreds of hours and thousands of dollars in customization consulting costs through pre-built templates and workflows.
• Online Practice Management (Caret Legal) Support Consulting, implementation, and ongoing support service for the Caret Legal all-in-one online practice management platform (formerly ZolaSuite), covering client billing, trust accounting, firm accounting, and scheduled reports. Delivered by Premier as a certified Caret Legal partner.
• Time Matters Practice Management Support and Training Ongoing support and training services for the Time Matters practice management system, including four live monthly training classes, customization consulting, implementation support, and access to the MTM (Managing Time Matters) monthly subscription forum with unlimited access to scheduled classes and training materials.
• Online Scheduling (Apptoto) Online calendar and scheduling system enabling 24x7 contact scheduling, automated workflow for appointment reminders and confirmations, and integration with online calendar systems. Includes a 14-day free trial of the scheduling features.
• Online Reviews Management Review acquisition, response, and auto-publish service for law firms, including alert systems for new reviews, business listing management, review syndication, social media auto-posting, and ongoing reputation management support. Premier has experience managing over 1,100 reviews in elder law firms.

Quantifiable outcome

• Saves hundreds of hours and thousands of dollars in outside consulting for Time Matters customization
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

One partnership is on record.

• Caret Legal (formerly ZolaSuite)coreTechnology or Integration · 1 January 2023Premier Software is a certified Caret Legal partner (formerly ZolaSuite), providing support and integration for their all-in-one practice management, client billing, trust accounting, and firm accounting platform. Premier offers consulting and implementation services for law firms using Caret Legal.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• MyCase: MyCase is a popular legal practice management platform with built-in client intake, billing, and client communication features. It competes for the same small-to-mid law firm customer base as Premier, particularly for firms seeking an all-in-one alternative to point solutions.
• Smokeball: Smokeball is a legal practice management platform offering automatic activity tracking, billing, and document automation for small law firms, including estate planning practices that also adopt Premier's overlay products.
• CosmoLex: CosmoLex combines legal practice management with trust accounting and accounting for small law firms. It targets solo and small-firm practices, including those in estate and elder law that Premier also serves.
• PracticePanther: PracticePanther is a legal practice management and billing platform for small to mid-sized law firms. It overlaps with Premier's Caret Legal and Time Matters integrations in delivering matter, billing, and document workflows to similar law-firm segments.
• Clio: Clio is the largest cloud-based legal practice management platform serving law firms of all sizes and practice areas. While not specialist in estate/elder law, it offers intake forms, client portals, and review-request features that increasingly overlap with Premier's product portfolio.

Others

• Cognito Forms: Cognito Forms is the underlying online forms platform on which Premier Online Forms is built, providing conditional logic, e-signature, and HIPAA capabilities. Premier packages Cognito Forms' capabilities for the legal vertical, making it an enabling technology peer.
• Apptoto: Apptoto is the online scheduling and appointment reminder tool that Premier integrates and resells to its law-firm clients. As a complementary technology partner, Apptoto supplies one component of Premier's broader legal-tech stack.

Direct peers

• Caret Legal (formerly ZolaSuite): Caret Legal is an all-in-one cloud-based law practice management platform with billing, trust accounting, and client intake. Premier Software is a certified Caret Legal partner, integrating and supporting the same estate and elder law practices, making it the closest direct competitor in the niche.
• WealthCounsel: WealthCounsel provides estate planning document drafting software and practice systems for estate planning attorneys. It addresses the same estate and elder law vertical as Premier's WealthData offering, competing for the same customer's technology budget.
• Time Matters / Abacus Data Systems: Time Matters is the practice management system on which Premier's WealthData overlay is installed at 200+ firms. Both vendors serve estate and elder law practices with matter management, document automation, and trust accounting capabilities, with Premier extending the platform via vertical templates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/tomcaffrey
• YouTubeyoutube.com/channel/UCIfYP7dxmd0Nm1YEqxas8LQ
• Facebookfacebook.com/Premier-Software-360148620801798
• LinkedInlinkedin.com/company/premier-software

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Premier Software