EstateScribe

Book a demo

EstateScribe

Book a demo

EstateScribe

Book a demo

Client Intake & Onboarding,
Without the Manual Work

Collect client data once, sync it everywhere, and move from intake to planning without friction.

Book a demo

At EstateScribe: client intake and onboarding are designed to work as a single, seamless flow. Clients enter their information once through a secure portal, and that data moves directly into the attorney view without manual effort.

A faster start for attorneys and a smoother experience for clients.

Intake.doc

In Progress

Fin_POA.doc

Completed

Joint_Trust.doc

In Progress

Our Mission: For too long, estate planning has been stuck between two extremes: rigid, outdated document assembly software and the manual grind of word processing. We believe there is a third way.

We are heading towards empowering law firms with a workspace that handles the heavy lifting of organization, drafting, and tracking, so attorneys can focus on what they do best: counseling their clients and crafting legacy-defining strategies.

Client Intake & Onboarding,
Without the Manual Work

Collect client data once, sync it everywhere, and move from intake to planning without friction.

Book a demo

A faster start for attorneys and a smoother experience for clients.

Intake.doc

In Progress

Fin_POA.doc

Completed

Joint_Trust.doc

In Progress

Our Mission: For too long, estate planning has been stuck between two extremes: rigid, outdated document assembly software and the manual grind of word processing. We believe there is a third way.

Manual Intake Slows Everything Down

Traditional intake processes rely on repetitive forms, manual data entry, and disconnected systems. This leads to errors, wasted time, and a frustrating experience for both attorneys and clients.

Same data entered multiple times

Client information is often collected across multiple forms and systems, forcing attorneys and staff to re-enter the same details again and again. This repetition wastes time and increases the chance of inconsistencies.

Same data entered multiple times

High risk of missing or incorrect information

Manual intake processes rely heavily on human accuracy. Important details can be missed, entered incorrectly, or left incomplete, creating issues later in planning and drafting.

High risk of missing or incorrect information

Manual intake processes rely heavily on human accuracy. Important details can be missed, entered incorrectly, or left incomplete, creating issues later in planning and drafting.

Slower onboarding and drafting

When intake data is fragmented or incomplete, onboarding takes longer and drafting cannot begin immediately. Attorneys are delayed by setup work instead of moving forward with their clients.

Slower onboarding and drafting

When intake data is fragmented or incomplete, onboarding takes longer and drafting cannot begin immediately. Attorneys are delayed by setup work instead of moving forward with their clients.

Less time for meaningful client work

Time spent managing intake and correcting data is time taken away from client conversations, strategy, and counsel. Manual processes reduce the time attorneys can focus on what truly matters.

Less time for meaningful client work

Time spent managing intake and correcting data is time taken away from client conversations, strategy, and counsel. Manual processes reduce the time attorneys can focus on what truly matters.

One Intake. One Flow. Everywhere.

Our client intake and onboarding system is designed to eliminate redundant work entirely. Clients enter their information once, and it flows seamlessly from the client portal to the attorney view.

Single source of truth

All client information is collected once and stored in a single, reliable place.

Zero manual re-entry

Data flows automatically from intake to attorney view without duplicate entry.

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