Estate intake
A guided questionnaire instead of a blank legal pad. Clients answer at their own pace; the attorney starts the first meeting already caught up.
Walt and Nadine Crisp
Will · started yesterday
1/4
Ruth Vernon
Estate plan review · started 2 days ago
2/4
Margaret Ashe
Revocable living trust · started 3 days ago
2/4
Harold Tolley
Powers of attorney · started 6 days ago
3/4
In the real build, clients fill this in from home at their own link, and a finished questionnaire lands on the attorney's desk as a tidy summary.