Attorney workspace
Licensed review without burying the attorney in raw intake.
Attorneys see a concise AI packet: client summary, generated document list, risk flags, missing facts, and decision actions.
Escalate to consultActive review
18h SLAJordan Avery
Premium Estate Plan · California · $1.8M estimated estate
Documents
5 generated
Risk flags
3 open
Consult value
$500 upsell
Review flags
High
Business ownership
Operating agreement and succession language require attorney review.
Medium
Minor children
Guardian selection and trust distribution ages should be confirmed.
Medium
Beneficiary conflict
Retirement beneficiaries may not match estate distribution goals.
Attorney notes
Review queue
Attorney capacity becomes an operator-facing workflow.
18h left3 flags
Jordan Avery
Premium Estate Plan · $1.8M estate
Priority5 flags
Samira Chen
Family Office · $8.4M estate
22h left1 flags
Miles Brooks
Basic Estate Plan · $420K estate