Gather client data reliably and privately using IntakeFlow™ technology.
A guided interview for wills, powers of attorney, and healthcare directives. Your clients complete it privately at their own pace; you receive a clean, structured data file ready for document merge.
Built for how clients actually respond
Replace static questionnaires and frustrating Web forms with an adaptive interview that keeps clients engaged and provides merge-ready data.
Conversational, not clinical
Clients answer friendly, adaptive questions at their own pace without stalling out or requiring repeat consults.
Private by design
Sensitive details stay under your control. Our secure, light-touch AI never trains on client data and never logs anything.
Built for document merge
Receive a clean, structured data file that plugs directly into your existing templates and document workflows.
Light, minimal AI
AI is used only to guide clients toward complete, accurate answers, never to replace legal judgment or advice.
Tailored for estate planning and agency documents
The interview is structured around the specific fields and decisions your documents require. Generic forms ask too much while missing critical details.
Affidavit of Family Tree
Gather the information relevant to establishing heirship; no more, no less.
Last Will & Testament
Capture beneficiaries, executors, and bequests in plain language.
Power of Attorney
Clarify scope, duration, and agent authority over administration of client assets.
Advance Directives
Identify healthcare preferences, living-will instructions, and surrogate decision-makers.
HIPAA & Patient Access
Designate loved ones permitted to access healthcare information and visitation.
Guardianship & Custody
Capture your client's wishes for guardianship and custody of minor children or dependents.
Final Wishes
Collect preferences for disposition of remains, services, celebrations, and memorials.
Pet Trusts
Record client plans for financial care and disposition of beloved pets.
Security and discretion are not afterthoughts
Beyond privilege. Your clients are sharing deeply personal information. The interview is designed to be private, secure, and respectful from the first question to the final export.
- No client data used to train AI
- End-to-end encrypted between lawyer and client
- Double encrypted in transit (TLS + AES-256)
- Data encrypted at rest
- No third-party trackers or analytics on intake or admin pages
Encrypted intake sessions
Every answer is transmitted over TLS and stored with encryption at rest.
Minimal AI footprint
AI only helps guide the interview flow. It does not retain or expose client details.
Opaque to Us
We can see absolutely nothing about your client except their IP address, which we discard after the session ends. Our analytics are anonymized and aggregated, just so we can improve the flow.
Ready to make client intake less burdensome for everyone?
We're working with a small group of estate planning and elder-law firms. Request early access and we'll be in touch.