Intake and public forms
Public form links for new clients. Leads with source, value and owner; guided accept runs conflicts and the identity screen; convert to a matter.
Intake/intakeEstate planning
Connect intake, document drafts, signing arrangements and money on account around each client's plan.
Bring intake, conflict screening, drafts and key dates into one matter. Keep wills, trusts and powers of attorney together, with signing arrangements that meet the relevant jurisdiction's requirements. Review money on account through guided three-way reconciliation.
Four moments from one family's plan: the intake they filled in themselves, the matter that holds the whole plan, the signatures sent by secure link, and the money on account.
The Halloways fill in the intake themselves.
Send the public link to your intake form. The answers land as a lead in Intake with its source and owner. Guided accept runs the conflict check and the identity screen before the lead becomes a matter.
- One public link per form, on or off per form
- Conflict check and AML screen inside guided accept
- Convert to matter without re-typing the facts
1StagesFollow new enquiries through screening and approval.One matter for the whole plan.
The will, the revocable trust and the powers of attorney live on one record with the clients, the lead lawyer and the dates that matter: the draft review, the signing meeting, the funding letters.
- Case info and key dates on the overview
- Matter templates set up the workstream for a plan
- The Files view holds every draft and its versions
1Key datesKeep draft reviews, signing meetings and funding letters in view.Signing progress, on the file.
Send documents for e-signature where permitted and track their status on the matter. Arrange any required witnessing or in-person execution separately. Choose which documents and updates clients can see in the portal.
- Native e-signature on every plan
- Seven share switches per client
- Clients sign in with an emailed link, never a password
1SharesDocuments, messages, invoices, reports, status, workstreams and appointments: seven switches, set per client.Money on account, reconciled three ways.
Retainer deposits go to the client's ledger. Bank, recorded and client-ledger balances sit side by side for the guided reconciliation. You validate the reports against your state bar's rules.
- Client ledgers with receipts, payments and running balance
- Guided three-way reconciliation
- Trial balance and journals export as CSV
1Three waysBank, recorded and client ledgers agree, and the reconciled seal says so.
Keep the client's instructions, documents, signing progress and money on account connected.
The matter record
Clients, case info, key dates, files, workstreams, conversations and invoices on one record for the whole plan.
Legal Matters/foldersDocuments and version history
Create and edit in the file. Named versions and auto-saves, activity, and send for signature from the document.
Documents/documentsNative e-signature
Send eligible documents for e-signature and track signing status. The firm must confirm execution and witnessing requirements for each document and jurisdiction.
Signatures/signaturesConflicts
Check parties against matters, contacts and prior engagements before the plan opens. Record the outcome in the conflicts register.
Conflicts/conflictsTrust accounting
Client ledgers, retainer deposits and transfers to office, with guided three-way reconciliation and CSV exports.
Trust / IOLTA/finance/trust
Not there yet.
Review document assembly, execution requirements and migration needs before setting up your practice.
Document automation
No conditional-clause assembly. Templates set up a matter's workstream; documents are drafted in the editor or by Ask AI from the record, then reviewed by you.
Electronic wills
Electronic execution is subject to the relevant jurisdiction's requirements. LawAOS provides document and signing records; the firm must verify legal validity and arrange required formalities.
Importers
Document upload and record creation ship today. A general firm-data importer is not yet shipped; migrations are scoped before any data moves.
Use the matter record to organise documents, versions, dates and client ledgers. The firm supplies and reviews the drafting logic for charitable, generation-skipping or multi-state structures; LawAOS does not assemble those clauses automatically.
The firm must verify the current execution and witnessing requirements in the relevant jurisdiction before choosing a signing method. LawAOS can provide a printable PDF and keep records of the signing process; an electronic signature alone does not establish a will's validity.
Yes. Upload them as documents and use them as the starting point for each plan. There is no proprietary template format to move into.
Nothing automatic. Matters do not archive themselves; the file stays active through probate and beyond, with every draft, version and signature still on it.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.