A solo estates practice cut document turnaround and stopped letting errors slip through
Solo trusts-and-estates / transactional practice
The starting state
A solo attorney drafting deeds, trusts, powers of attorney, and estate documents from templates by hand. Proofreading was both the bottleneck and the risk: a mismatched name, a wrong date, or a stale defined term that survived to signing.
Intake and welcome correspondence ate into the limited billable time a solo has, and the clause library lived in the attorney's head and a folder of prior matters.
What we built
Four agents, scoped from a short discovery, built for a single-attorney workflow with no paralegal in the loop. The drafting and proofreading pair builds on our extract and draft agents.
What changed
- Deeds, trusts, and POAs draft from the firm's own templates and prior matters, not a generic form.
- The proofreader flags inconsistencies (names, dates, defined terms, cross-references) before anything reaches a signing.
- New matters are scored at intake and a first response is drafted automatically.
- The firm wiki holds the clause library, so the attorney's judgment is encoded instead of re-typed.
- Faster turnaround with fewer proofreading misses, and the attorney still reviews and signs every document.
How the engagement ran
Bring us one painful task.
Walk us through one recurring task. We’ll discuss what could be automated, what needs human review, and the next step.