Client Intake & Onboarding,
Without the Manual Work
Collect client data once, sync it everywhere, and move from intake to planning without friction.
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Our Mission: For too long, estate planning has been stuck between two extremes: rigid, outdated document assembly software and the manual grind of word processing.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.
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Our Mission: For too long, estate planning has been stuck between two extremes: rigid, outdated document assembly software and the manual grind of word processing.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.
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.
Manual Intake Slows Everything Down
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.
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
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
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.
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.
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.
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.
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.
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.
Quick Fill from Document
Choose a file
Parse Document
Parse Document
Estate Planning Type
Is it individual or joint planning?
Individual Planning
Personal Information
Full Legal Name
Date of Birth
dd/mm/yyyy
Social Security Number (last 4 digits)
Citizenship
Marital Status
Joint Planning (two grantors)
Gender
Joint Planning (two grantors)
Primary Address
City
State
Zip Code
Clean, connected profiles
Client details, assets, and relationships are organized and linked automatically.
Tomas Lewis
Lucy Black
Joana Lewis
Franklin Lewis
From Client Invite to Attorney View
How it works
How it works
Step 1
Secure Client Invitation
Invite clients to their secure portal quickly and start the intake process without delays.
Step 1
Secure Client Invitation
Invite clients to their secure portal quickly and start the intake process without delays.
Step 1
Secure Client Invitation
Invite clients to their secure portal quickly and start the intake process without delays.
Step 2
Client Completes Intake
Clients provide personal, family, asset, and contact information through guided intake.
Step 2
Client Completes Intake
Clients provide personal, family, asset, and contact information through guided intake.
Step 2
Client Completes Intake
Clients provide personal, family, asset, and contact information through guided intake.
Step 3
Automatic Data Flow
Submitted information moves directly into the attorney portal in a structured format.
Step 3
Automatic Data Flow
Submitted information moves directly into the attorney portal in a structured format.
Step 3
Automatic Data Flow
Submitted information moves directly into the attorney portal in a structured format.
Step 4
Attorney View Is Ready
Client profiles are automatically created, enabling attorneys to begin planning immediately.
Step 4
Attorney View Is Ready
Client profiles are automatically created, enabling attorneys to begin planning immediately.
Step 4
Attorney View Is Ready
Client profiles are automatically created, enabling attorneys to begin planning immediately.
Step into the future.
See how EstateScribe is helping lawyers work faster, stay organized, and deliver a better client experience.