Clients speak naturally. AI captures facts with full source traceability. You review ready-to-file drafts—every clause linked to what the client said.
Estate planning intake hasn't changed in decades. It's still slow, manual, and frustrating for everyone.
Long intake packets sit incomplete. Clients get overwhelmed and stop.
Emails, calls, follow-ups. Staff spends hours collecting missing details.
Even after forms, attorneys ask the same questions again before drafting.
Work stalls for days waiting for complete information before drafting starts.
Replace forms with conversation. Get drafts instead of data entry.
Create a secure, branded link for your client. Set target documents—Will, Trust, POA, whatever they need.
No forms. Clients speak naturally or type. AI guides the conversation, asks follow-ups, and captures everything.
AI turns conversation into structured data—people, assets, distributions, roles. Tracks what's complete, what's missing.
See everything in your dashboard. Edit facts, check conflicts, generate drafts. Every fact links back to what the client said.
Clients choose how they want to share: voice conversation, text chat, or visual card-based interface. No login required. Works on any device.
See all clients, their completion status, and readiness for each document type. Review data, resolve conflicts, edit facts, and generate drafts.
Every fact in the system traces back to what the client actually said. You see the source, you make the call.
Nothing is hidden. Nothing is assumed. You review, you approve, you're in control.
Your logo, colors, and firm name. Clients see your brand, not ours.
Set which fields are required, optional, or hidden per document type.
Use your preferred terms for roles, documents, and legal concepts.
Get notified when clients complete intake or are ready for review.
Sign in with Microsoft or Google Workspace. Manage team access.
Build a library of your preferred clauses for document generation.
We only succeed when you do. Pay per accepted client—not per link sent.
Your success is our success. No payment for clients whose data you don't accept.
Join firms that are replacing forms with voice, getting complete intakes, and generating drafts in minutes instead of days.
Start Free Trial →No credit card required. 2 free client links to start.