Law firm owners: generate probate drafts on intake

Law firm owners see intake forms trigger manual drafting, causing filing delays and unhappy clients. Populated county-specific PDFs reach attorneys for quick review so cases progress to e-filing.

Overview

Manual probate drafting creates missed filings and frustrated clients; law firm owners need a reliable intake-to-draft flow. This workflow turns intake forms into county-specific, client-ready PDFs routed for attorney review, giving visible audit trails and fewer lost drafts.

Notable Features

Generate county-specific probate PDFs
Save drafts to client case folders
Request attorney approval via Slack