AI case manager that automates client follow-up, tracks appointments, and flags treatment gaps for personal injury law firms
Stage
Not given
Established
Founded
2023
2021
Based in
AE
US
Pricing model
Freemium
Contact for pricing
Pricing
Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
Not given
Key features
Smart Will Builder with jurisdiction-aware guidance for drafting wills
Encrypted digital vault for secure document storage with role-based access controls
Digital asset inventory management covering financial, digital, and physical assets
Family structure and roles management with customizable permissions
Distribution coordination workflow for verified access after passing
Progress dashboard to track legacy planning completion
Support for 24 countries and 18 religious inheritance traditions
Two-factor authentication and AES/TLS encryption for security
AI-powered planning guidance and smart allocation tools
GDPR privacy practices and SOC-2 compliance
Automated client follow-up via text
Appointment tracking and reminders
Treatment gap and missed appointment detection
Custom escalation rules
Case management system integrations
English and Spanish language support
Client portal and case updates
HIPAA, TCPA, and SOC 2 Type II compliance
What makes it different
Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
Designed for families with cross-border lives and expats with assets across multiple countries
Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
Scales case manager workload from 20 to 2,000 simultaneous clients
AI works alongside humans rather than replacing them
Integrates with existing case management systems without rip-and-replace
4-minute average response time with AI outreach
Protects settlement value by catching treatment gaps early
Meerath
Hona