A modern operating system for estate planning practices.
DeNovo brings together everything you need to run a modern estate planning practice: a self-guided experience your clients complete on their own time, and a command center that keeps you, the attorney, in control of every plan.
One Integrated Platform
DeNovo replaces a patchwork of disconnected, traditional systems with one platform, from your website to client onboarding to plan creation and execution. Because it's built as a single system, there are no complex integrations and no lengthy implementation.
Everything you need to run your estate planning practice, in one place. That's the DeNovo advantage.
"DeNovo eliminated so many systems and admin drag in our practice. We now run on one integrated system with automated workflows and full visibility on every client. We deliver better plans with far less effort and focus on legal advice instead of chasing paperwork."
- Jane S, Esq.
Two experiences, one platform.
Here's how it works. Your clients complete the basics on their own time, guided step by step. You see their progress and everything they flag along the way. Then you meet on what actually needs an attorney: the nuance, the judgment calls, the details that make sure the family is fully protected.
The platform does the intake and the admin. You do the lawyering.
24/7 Intake + Guided Estate Planning
- Clients start when it suits them and are led step by step through their estate plan
- The same start-now convenience they'd get from a DIY service, guided toward a real plan
- Clear prompts, short instructional videos, and embedded AI support
- Questions routed to you and answered asynchronously, no phone tag
- Every input, interaction, and exchange captured and organized
Asynchronous, Automated Workflow
- Automatically manages the estate planning workflow
- Tracks progress and prompts the next step, keeping clients moving forward
- Meetings happen only when they add real value
- Protects your time for the high-value legal work clients actually pay you for
Attorney Dashboard
- Single, real-time view of your entire pipeline, from sign-up to signed documents
- Client status, documents, messages, and billing in one place
- See exactly what each client has flagged for your review
- Know where your time is best spent
Final Review & Sign-Off
- Use DeNovo templates or your own documents
- Every client answer, AI exchange, and flagged question in one structured review
- Key areas for legal advice are highlighted, so you catch the special-needs trust, the blended-family gap, or the wrongly titled property a form would miss
- Review faster and advise better
DeNovo AI (Built In, Always On)
- Continuous support that keeps you in control: AI never gives legal advice, and every plan still runs through your review
- Handles first-tier client support and assists with analysis
- Manages the clause library and keeps work moving 24/7
- Learns how your practice operates and streamlines your workflows
Integrated Billing
- Payments built directly into the workflow, supporting flat-fee engagements with deposits and milestone payments, no hourly meter
- Clients pay a deposit to engage your support or request a meeting
- Full payment required before final document review
- Your time is protected by design
Data Security & Privacy
- You retain full control through strict, role-based access
- DeNovo meets enterprise-grade security and compliance standards
"Our clients expect a modern experience and DeNovo delivers it. The clients work on their plans when they can, they get the peace of mind of my oversight in every step. It has strengthened trust, increased referrals, and clearly positioned our firm ahead of the market."
- Michael L, Esq.
A New Client Self-Guided Experience
This is the hinge of the whole model. As clients work, anything that needs your judgment, like who should manage the trust, a professional trustee versus a family member, or age milestones, gets flagged straight to you and queued for your meeting. Clients handle the routine; you handle the nuance.
