Estate planning
Less chasing. More time with clients.
Collect questionnaires and documents with less chasing. Your attorneys decide the plan and review every draft.
Where the week goes
Incomplete questionnaires and missing deeds hold up drafting and signing. Across dozens of matters, reminders become a job of their own.
What we can build
Questionnaires that save progress and flag missing answers in the matter record.
A document checklist with reminders in your firm’s words, on your schedule. Reminders stop when the item arrives.
A clear matter status and first drafts from your approved templates. The attorney decides the plan; software assembles the documents for review.
The attorney decides the plan
Your attorneys approve the documents. Your firm sets who can access each matter.
Simple terms
One monthly service fee, plus the AI you use. Never per matter. Your software, data and accounts stay yours, and you can leave any month.
What do your paralegals chase the most?
Bring an example. We’ll talk through a simpler way.