No. Estate Engine works in any U.S. jurisdiction. You can start from our state-specific templates or upload the documents you already use, including statutory forms and any clauses your jurisdiction requires. The intake form can be customized to the documents you’ve loaded (so a Texas POA doesn’t ask California-only questions).

With our default questionnaire and state-specific templates, you could be sending an intake link to a client in minutes. For customization, most attorneys can create an account, get familiar with the dashboard, customize their intake questionnaire and templates, and start using Estate Engine with clients in a single sitting. If you want customization but don’t want to take the time to set it up, we can handle it for you.

Yes. Bring your existing Word documents and use our simple template builder to set them up as templates so the data captured at intake flows directly into them. Or start from our defaults and customize over time. You stay in control of the language, the structure, and the work product.

Estate Engine treats client data the way an attorney has to treat client data: confidentially, with encryption in transit and at rest, hosted on enterprise-grade infrastructure in the U.S. Your client data is never used to train AI models, and it’s never shared with third parties for marketing, analytics, or any other purpose. If you have specific compliance questions for your firm’s policies, we’re happy to walk through them, just ask.

Estate Engine doesn’t use generative AI to draft documents. Your documents are generated from templates you wrote and approved so the same template produces the same output every time. You review the work product the way you’d review a paralegal’s draft, not the way you’d second-guess a chatbot’s last response.

No, our free trial is totally commitment-free. You can use the customization features, explore every tab, and send unlimited tests to verify intake and output is just how you want it. You won’t be asked for payment information until you’re ready to use Estate Engine with real clients.

Estate Engine is a focused intake-and-drafting layer that works alongside the practice management system you already use. We don’t replace billing, calendaring, or matter management. We eliminate the drafting bottleneck those systems leave alone. Most attorneys use Estate Engine to handle the intake-to-draft handoff and keep their existing tools for everything else. Integrations with those leading tools are coming soon so you can plug Estate Engine into your full workflow seamlessly.

Estate Engine offers a free trial with no credit card required so you can confirm it’s a good fit before committing. Paid plans for solo attorneys and small firms after trial are based on a pay-per-plan basis so you are only charged when a client has completed intake. This keeps monthly overhead low for solo and small firms who don’t have the big budgets of large firms. An additional, optional monthly subscription allows you to get access to full customization tools, all future integrations to other software tools, and more features as they’re added. You can see the current pricing on the pricing page. No long-term contracts, cancel anytime.