Plans Drafted,
Not Delayed.
From the first questionnaire to a fully funded trust, we build the system that carries every 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 estate planning 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, notaries, and witnesses are scheduled and confirmed automatically.
Families Who Feel Left in the Dark
Milestone updates send themselves at every stage of the plan.
Trusts That Never Actually Get Funded
Trust-funding steps run on a tracked checklist until every asset is moved.
How we handle
every plan.
Nine stages, from the discovery consultation to a fully funded plan. Your attorneys 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.
Engagement letters and retainers generate and send themselves the moment the client signs on.
Structured questionnaires collect every asset and beneficiary detail and chase whatever's missing.
Your attorneys shape the right strategy while the system keeps the full intake organized.
Completed intake feeds straight into your templates as review-ready drafts, not blank pages.
Revisions are tracked and versioned so the finalized plan is always clear.
Signings, notaries, and witnesses are scheduled and confirmed with automatic reminders.
Funding steps run on a tracked checklist until every account and deed is actually moved in.
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 trust and tax provisions
- Advising on estate and tax implications
- Handling contested or sensitive matters
- Reviewing and finalizing every document
Handled by the system
- Responding to new inquiries within 60 seconds
- Turning questionnaires into structured drafts
- Collecting asset and beneficiary details
- Scheduling signings, notaries, and witnesses
- Tracking trust-funding to completion
- 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 case 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.
No forgotten funding
Trust funding is tracked to completion, so accounts and deeds actually make it into the trust instead of stalling 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.
Inquiries 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 notaries. 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 accident lead and carry each case from first call to final settlement — without the chase.
Immigration
Keep petitions, filing windows, and document checklists moving so nothing lapses on a deadline.
Business Transactions
Draft, review, and route contracts faster so deals stop stalling in someone's inbox.
Criminal Defense
Respond to new matters in seconds and keep court dates and discovery firmly on track.
Niche Firms
A custom automation build shaped around the way your specialized practice actually works.
Book a call
Book your free estate planning 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.