A guided interview your clients finish in minutes, on their phone, in plain English. Attorney judgment on every file. A complete Massachusetts plan drafted from the same answers.
The first attorney meeting becomes a review, not an initial consultation.
No packet. No sixty field form. The interview greets your client by name, asks one question at a time, and teaches as it goes, so the common questions get answered before anyone picks up a phone.
And when a question deserves more than a hint, a short guide from an attorney opens right there. Ninety seconds on choosing a trustee, on blended families, on what a trust actually does, as video or written blurbs, the firm's choice.
It does the thinking too. Ages computed, shares totaled, and the people your client names become one tap choices. It saves as they go, resumes on any device, and for a couple it gathers the whole household in a single sitting.
1:30A form stores answers. This one notices them. Estate tax exposure, a special needs beneficiary, long term care concerns, a blended family, a minor named where a minor cannot serve. The situations that deserve an attorney always reach one, before any quote goes out.
Everything else moves on its own: the plan tier and fee assign from the firm's rules, and the file arrives ready for the review call.
A revocable trust is not a mail merge. Article structures change with the family, distribution schedules repeat per child, trustee succession reads as prose, and the credit shelter architecture appears only when the estate calls for it.
The engine drafts the complete Massachusetts plan from the interview's own data, and every master is the firm's to redline in Word, so the library is yours, not a vendor's.
Who started, who finished, what needs attorney eyes, and what the pipeline is worth at the firm's own fees. Every submitted file carries a printable review sheet and a drafting memo, and referral links show exactly where clients come from.
Answers land in the firm's Lawmatics or Clio automatically as a matter with the fields filled. Nobody on staff types anything.
Your CRM stays the centerpiece and keeps doing what it does well. ProbateRisk adds the layer on top: the interview clients actually finish, the judgment that routes the right files to attorneys, the drafting engine, and a console that shows results in real time. Connectors for Lawmatics and Clio are built in, and the architecture extends to the rest of your stack. Shaped around how your firm practices, adjusted together, and built to scale without added payroll or pressure.
Schedule a demo“Files land on my desk with the engagement signed and the deposit paid. I'm not chasing clients anymore, and they're getting better service.”
