Stop wasting hours on client data.
Estate Engine digitizes your intake process, captures every detail the first time, and flows it straight into your drafting templates.
- Smart, dynamic intake forms that adapt to client answers.
- Secure private link so they can open on any device and pick up where they left off.
- Gathers structured data and automatically creates a first draft using your preferred templates.
Why Attorneys Need Automated Intake
Manual Intake Wastes Time
Collecting client data through email, PDFs, or in-person consultations is time-consuming and often leads to follow-ups.
Manual Intake Creates Risk
Incomplete data creates drafting errors while automated intake designates required responses and clarifies questions as clients go.
Automated Intake is Easier for Clients
Pairing education with an intuitive user experience provides an at-their-pace, intimidation-free experience that clients prefer.
What to Look for in Intake Automation
Smart Branching Logic
Questions adapt to client responses to gather only the information needed, saving time for you and your clients.
Seamless Drafting
Data flows directly into your preferred estate plan templates so you get a customized, polished first draft without lifting a finger.
Secure Collection
Estate Engine uses modern encryption techniques to keep all information secure.
Low Learning Curve
Almost no training required and customization can be done in minutes. And your clients get an intuitive, stress-free experience.
How Estate Engine Works
Step 1
Automated Intake
Send clients a branded intake link directly from the Estate Engine dashboard or copy/paste a secure custom link.
Step 2
Progress Monitoring
Monitor client progress and easily send gentle reminders to complete the form.
Step 3
Effortless Drafting
Get polished, custom drafts of client data in your preferred estate plan document templates.
How Much Time & Money Could You Be Saving?
Running on Estate Engine, that could mean…
FAQs About Automated Intake Software for Estate Planning
No. Clients complete intake securely online from any device—no installs required.
Yes. Bring your own documents, or start with default templates and customize as needed. You stay in control of the work product.
Yes. Most plans allow you to upload your own templates. Upon upload, you’ll be guided through a few simple steps to ensure intake data maps directly into them.
Yes. We follow modern security practices, including encryption in transit and at rest.
No. Most AI tools (like ChatGPT) are non-deterministic. That means every time you regenerate you get a brand new document and you’d have to re-review line by line—so it doesn’t actually save you time.
No. Our 14-day trial is totally commitment-free. You won’t be asked for payment details until you’re ready to pick a plan.
Most attorneys send their first intake form within an hour of setting up their account.