Take a client matter from intake to draft documents in under an hour. Jurisdiction-aware. Audit-trail-first. The licensed practitioner remains the reviewer of record.
Currently in closed beta. Florida ships first; other states follow.
Every feature is designed around the licensed practitioner workflow — from intake to final review.
Invite-only seats. No consumer DIY. The reviewing attorney remains the legal authority on every output.
Every recommendation cites a section of the US Estate Planning Guide corpus. No ungrounded hallucination.
Generated documents are unambiguously drafts until the practitioner finalizes through their normal execution workflow.
State-specific rules and regulations are built into every recommendation and document template.
Structured intake interviews collect the facts. AI drafts the documents. You review and finalize.
Every action is logged. Every recommendation is attributed. Compliance-ready from day one.
Practitioner-only. We will reach out when a seat opens in your jurisdiction.