Process Automation for Estate Planning Law Firms
True process automation isn't about complex software; it's about solving your biggest bottleneck. Stop manually chasing client documents and start automating your intake process.
Automate Your Intake Process →Why Top Estate Planning Firms Use Automated Document Collection
Our platform is designed to handle the specific document challenges of estate planning, from collecting financial records to verifying asset ownership, ensuring every file is secure and compliant.
AI-Powered Document Validation
Our AI analyzes client-submitted documents to validate their authenticity, completeness, and expiration against your case requirements, significantly reducing manual review and errors.
Automated Client Follow-Up
Eliminate the administrative burden of chasing clients for paperwork. The system sends automatic reminders via email and WhatsApp for outstanding documents, so your paralegals can focus on high-value work.
Centralized Status Tracking
Gain complete visibility into every client's file. A clear dashboard tracks the status of each required document, showing your team exactly what's missing to move the estate plan forward.