DeNovo is an end-to-end platform for estate planning attorneys powering the entire client journey from client intake, onboarding, self-service plan creation, execution, to billing.
"Before DeNovo, client onboarding and meetings capped my growth. Now clients self-serve the basics, the system steps them through each step of the estate plan. I step in only when legal advice is needed and for the final review."
— Christine N, Esq.
The problems holding estate planning practices back:
The scale problem: growth tied to your calendar
Intake meetings and traditional consultation-led models cap growth. DeNovo breaks that constraint.
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DeNovo gives your practice a client facing self-service, digital platform that allows them to start on their own and build their plan through asynchronous workflows freeing up your time for the clients who need your expertise most. Scaling your business is no longer limited by your availability.
Too much low-value work
Attorneys and their practice spend too much time on acquisition, intake, client education, and admin and not enough time practicing law.
DeNovo manages the entire client journey, from first touch to signed plan, shifting low-value work to the platform so you can focus on what matters most: high value estate advice.
Too Many Systems. None of Them Talk.
Most practices run on a patchwork of disconnected, legacy systems adding cost, friction, and risk.
DeNovo replaces the tech sprawl with one integrated platform built on an AI stack making it incredibly flexible, responsive and reliable. Client status, documents, messages, and billing live in a single system, so you can see exactly where your attention is needed most.
Clients Want A Digital Service Backed by an Attorney.
Today's clients do everything online, they expect a simple, self-guided digital experience backed by an attorney.
DeNovo gives clients a seamless, self-guided estate planning experience they can complete on their schedule. Throughout the process, they have secure, asynchronous access to an Expert Attorney and every plan receives a final professional review before completion.
Client acquisition has gone digital
Gen X and Millennial clients discover and validate estate planning attorneys online and through AI platforms.
DeNovo has built a proven digital customer acquisition playbook. We run your digital channels end-to-end from creating content, campaigns, and ads, through optimization. The result: the right clients find you, trust you, and start on their own.
"We did everything after the kids were asleep, saved it, and came back when we had the time. We asked our Attorney questions through the messaging system and she replied with expert advice. When she signed off on our estate plan, the peace of mind was huge."
-- Adam G, Client
