Guided intake with layered expertise in every step
Our platform matches clients with licensed attorneys and prompts expert legal review when complexity arises—so every plan stays compliant, accurate, and tailored to your client’s needs.

Start with legal—not templates
Before any documents are created, your client’s responses go through a guided intake powered by attorney-authored logic.

We flag what needs a second look
As intake progresses, the platform knows when to raise a hand—using Attorney Prompts™ to surface anything that needs legal eyes.

Built for your workflow, focused on real outcomes
Once intake is complete and any Attorney Prompts™ are cleared, documents are generated with the name and bar number of the responsible attorney.