A modern operating system for estate planning practices.

DeNovo brings together all the tools required to run a modern estate planning practice, designed around how today's clients actually engage.

One Integrated Platform

DeNovo replaces a patchwork of disconnected, traditional systems with a single, integrated platform. One platform from the website to client onboarding to plan creation and execution.

Everything in DeNovo works together because it's built as one system, no complex implementations or integrations, no lengthy onboarding.

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.

24/7 Intake + Guided Estate Planning

Clients start when it suits them and are led step-by-step through their estate plan
Clear prompts and short instructional videos
Embedded AI support
Questions for the attorney handled asynchronously
Every input, interaction, and exchange captured and organized

Asynchronous, Automated Workflow

Automatically manages the estate planning workflow
Tracks progress and prompts next steps
Keeps clients moving forward
Meetings happen when they add real value
Preserves the Attorney's time for high-value legal work

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 where each client stands
Know where your time is best spent

Final Review & Sign-Off

Use DeNovo templates or your own documents
Structured summary of all client inputs
All AI interactions, and messages with the client are included as part of the final review
Key areas for legal advice are highlighted
Review faster and advise better

DeNovo AI (Built In, Always On)

Provides continuous support while keeping you in control
Handles first-tier support and assists with analysis
Manages the clause library
Keeps work moving forward 24/7
Learns how your practice operates and optimizes workflows

Integrated Billing

Payments built directly into the workflow
Clients pay a deposit when they need 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

SOC 2 Type IIISO 27001HIPAAPCI

"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.