DeNovo is the end-to-end attorney-client experience built for estate planning practices, powering the full client journey from digital engagement and intake, through onboarding and self-service plan creation, to execution and 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.
What's capping estate planning practices today, and how DeNovo removes it.
Your clients are already choosing Trust & Will and LegalZoom, because they're easy.
DeNovo lets you offer that same start-anytime, self-guided ease and win those clients back, without giving up the attorney relationship, your fees, or control.
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Clients move through the plan on their own schedule with secure, asynchronous access to their attorney: you. Every plan gets your final review before it's done.
The scale problem: growth tied to your calendar
Intake meetings and traditional consultation-led models cap growth. DeNovo breaks that constraint.
DeNovo gives your practice a client-facing, self-service experience your clients start on their own and build 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 off your plate 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 system. Client status, documents, messages, and billing live in a single source of truth, so nothing slips through the cracks and you always see exactly where your attention is needed.
Client acquisition has gone digital
Gen X and Millennial clients discover and validate estate planning attorneys online and through AI platforms.
DeNovo Amplify runs your digital channels end-to-end, from content, campaigns, and ads through optimization, in your brand and your voice. The result: the right clients find you, trust you, and start on their own.
This is what your clients will say about you.
Adam & Christina Nelson
"We did everything after the kids were asleep, saved it, and came back when we had the time. As we went through each stage of the estate plan we flagged things we wanted advice on which made the meeting with the attorney focused and highly productive. When she signed off on our plan, the peace of mind was huge."
