Your client relationship
You define who you serve, your engagement terms, and the legal services your firm provides.
THE DENOVO PLATFORM
More time for the work
only you can do.
Give clients a clear way to start. Bring their answers, questions, and next steps together. Put your expertise at the center of the plan.
Built for estate planning attorneys and the families they serve.
One family. One connected matter.ILLUSTRATIVE PREVIEW
Carolina Legacy LawSAMPLE MATTER
ATTORNEY DESK / CHANCE SMITH
A question worth your time.
Choosing a guardian
“My sister lives in another state. What should we think about before naming her?”
JL
Your attorney
Let’s talk through her availability, your children’s routines, and who could provide support locally.
An illustrative conversation. Advice comes from the responsible attorney.
Client information organized Your judgment requested
Clients start on their schedule.
Information arrives organized.
Your legal judgment leads.
A simpler experience for the family.
A more focused practice for you.
TWO EXPERIENCES. ONE MATTER.
Follow a family
from start to next step.
See the work from both sides. The interactive walkthrough lets you change the client’s information, flag a question, and respond as the attorney.
01 / CLIENT INTAKE
The basics, before the meeting.
Family, assets, wishes. Your client works through the essentials when life gives them a moment. You meet a prepared person, with the information already organized.
Change a detail in the actual client wizard and see it carried into the prepared review.
Carolina Legacy LawSAMPLE MATTER
LET’S START WITH YOUR PEOPLE
A plan for the people you love.
Tell us a little about your family.
Your first nameChance
Your last nameSmith
AS
Ava SmithDaughter · age 9
JS
Jude SmithSon · age 6
Next: your assets
THE ATTORNEY RELATIONSHIP
Your practice.
Your advice.
Your final word.
Convenience gives people a way in. Your judgment gives their plan the protection it needs.
Your legal standards
Your approved documents and review process guide the matter. Technology supports the work; the responsible attorney approves it.
Your attention, where it matters
Start with organized information and the client’s open questions. Use the conversation to understand what requires care.
CONNECTED TO YOUR FRONT DOOR
It starts on
your website.
Use a clear Start Now path on your existing site, or pair the platform with a DeNovo website. The family moves from understanding your services to beginning the process.
Carolina Legacy LawEstate planning, with an attorney.
Start Now
WELCOME TO YOUR NEXT CHAPTER
Let’s begin with you.
Family. Assets. Wishes.
One clear step at a time.
YOUR NEXT CHAPTER
The best way to understand it? Try it.
Walk through a sample matter, put your firm’s brand on the experience, and build a plan for your practice.