Plans Drafted,
Not Delayed.
From the first questionnaire to super nominations that match the will, we build the system that carries every will and estate plan forward — intake that feeds straight into drafts, signings that schedule themselves, and families who always know what comes next.
Six places the process leaks —
and how each one gets sealed.
Every wills and estates firm loses the same time in the same handful of spots — and exactly what the system does about each.
Consultations Lost to the Firm That Answered First
A qualified reply goes out in under 60 seconds — before the lead calls the next firm.
Client Data Gathered One Follow-Up at a Time
Questionnaires collect and chase every missing detail on their own.
Drafting That Starts From a Blank Page Every Time
Completed intake flows straight into review-ready drafts.
Signings That Take Three Emails to Schedule
Signings and witnessing appointments are scheduled and confirmed automatically.
Families Who Feel Left in the Dark
Milestone updates send themselves at every stage of the plan.
Super & Assets That Don't Match the Will
Super nominations and asset ownership run on a tracked checklist until every one matches the will.
How we handle
every plan.
Nine stages, from the discovery consultation to super and assets that match the will. Your solicitors make the judgment calls; the system carries everything in between.
The prospective client books instantly and their goals and family situation are captured up front.
Costs agreements generate and send themselves the moment the client decides to proceed.
Structured questionnaires collect every asset, beneficiary, and guardianship detail and chase whatever's missing.
Your solicitors shape the right strategy while the system keeps the full intake organised.
Completed intake feeds straight into your will, EPOA, and guardianship or advance care templates as review-ready drafts.
Revisions are tracked and versioned so the finalised plan is always clear.
Signing appointments and two independent witnesses are scheduled and confirmed with automatic reminders.
Super nominations and jointly-held assets run on a tracked checklist until each one matches the will.
Documents are stored and periodic reviews are scheduled to keep the plan current.
Your judgment stays human.
The busywork doesn't.
We never automate legal judgment. We automate the coordination around it — so the right things stay in human hands and everything else runs itself.
Stays with your team
- Understanding the family's goals and dynamics
- Recommending the right planning strategy
- Drafting complex testamentary trust and tax provisions
- Advising on estate and tax implications
- Handling family provision claims and sensitive matters
- Reviewing and finalising every document
Handled by the system
- Responding to new enquiries within 60 seconds
- Turning questionnaires into structured drafts
- Collecting asset and beneficiary details
- Scheduling signings and witnessing appointments
- Tracking super nominations and asset alignment
- Keeping families updated at every step
Your clients always know
where their plan stands.
A family that feels informed is a family that refers. We wire your existing practice management system to keep them updated automatically — no extra work for your team.
Always-current status
Families can see exactly where their plan stands — questionnaire, draft, review, signing — without waiting on a callback.
Proactive milestone updates
Draft ready, signing scheduled, plan complete — the client hears about it the moment it happens, automatically.
Nothing left out of alignment
Binding super nominations and jointly-held assets are tracked to completion, so the money actually follows the client's intentions instead of drifting out of sync after signing.
Fewer inbound calls
When families always know what's next, the "where are we?" calls drop to near zero — and your team gets its day back.
Where does your
firm leak time?
Tell us your biggest bottleneck and we'll show you exactly what to automate first.
We're losing consults after hours.
Enquiries go to voicemail and good clients book with the firm that answered first. Start with instant 24/7 intake that qualifies and books before the lead cools.
Fix Intake → Book DemoDrafting and signings are eating our staff.
Your team spends its week retyping intake and coordinating witnesses. Start with questionnaires that feed straight into drafts and signings that schedule themselves.
Fix Operations → Book DemoRun a different kind of firm?
We build the same kind of system for these practice areas too.
Personal Injury
Capture every compensation enquiry and carry each claim from first call to settlement — without the chase.
Immigration
Keep visa applications, lodgement windows, and document checklists moving so nothing lapses on a deadline.
Commercial Law
Draft, review, and route contracts faster so deals stop stalling in someone's inbox.
Criminal Defence
Respond to new matters in seconds and keep court dates and briefs firmly on track.
Conveyancing
Turn every property enquiry into a booked matter and carry each file from contract to settlement — without missing a date.
Family Law
Respond to sensitive enquiries with care, then keep disclosure, mediation, and court dates firmly on track.
Niche Firms
A custom automation build shaped around the way your specialised practice actually works.
Book a call
Book your free wills & estates strategy call
Pick a time that works for you. We'll map a custom case-automation plan to your firm — your intake, your caseload, your practice management. No pressure, no pitch.