Process Automation for Estate Planning Intake
True process automation for estate planning begins with the most time-consuming step: collecting and validating client documents. Stop chasing paperwork and start automating your intake process.
Automate Your Intake Process →Why Estate Planning Firms Automate Document Collection
Our platform is built to handle the unique complexity and sensitivity of estate planning intake, ensuring you have every required document, validated and ready.
AI-Powered Document Validation
Our AI analyzes client-submitted documents to validate authenticity, check for expirations, and ensure they are complete against your requirements, reducing manual review time.
Automated Client Follow-Up
Eliminate manual follow-ups. The system automatically sends reminders to your end-clients via email and WhatsApp for any outstanding documents, accelerating the entire intake process.
Real-Time Intake Status Tracking
Gain complete visibility into every end-client's progress. A clear dashboard tracks the status of each required document, so you and your team always know exactly what's missing.