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 {{link:/dodonai-extract-and-draft-agents/|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
Could this be your firm?
Start with a 45-minute working call. We walk through your stack and your top workflows, then scope a Discovery Audit if it's a fit.