Estate plan workflow automation
Estate planning
made smarter.
BarristerBot turns client conversations into accurate, high-quality estate plans - faster and with less manual work.
Capture Every Detail
Record or upload meetings and intake information. BarristerBot captures what matters.
AI That Understands
Our AI extracts key facts and identifies planning opportunities specific to each client.
Draft with Confidence
Generate accurate documents with smart edits and consistency checks you can trust.
Secure. Private. Built for attorneys.Your data is encrypted and never used to train AI models.
Built for estate planning attorneys
BarristerBot helps you deliver better plans in less time, so you can focus on your clients.
Capture Every Detail
Record or upload client meetings and intake forms. BarristerBot captures what matters.
AI That Understands
Our AI extracts key facts, identifies planning opportunities, and handles complex drafting.
Smart Edits & Recommendations
Get AI-powered suggestions, consistency checks, and drafting improvements you can trust.
Draft with Confidence
Generate accurate, attorney-ready documents with a clear audit trail in a secure workflow.
How BarristerBot works
From conversation to complete estate plan in a streamlined workflow.
- 1
Capture
Record or upload meetings and intake forms.
- 2
Analyze
AI extracts facts and identifies planning opportunities.
- 3
Review
Review the outline and AI recommendations.
- 4
Generate
AI drafts documents with smart edits and checks.
- 5
Finalize
Review, finalize, and deliver with confidence.
Trusted by estate planning professionals
Built for Attorneys
Designed specifically for estate planning workflows and best practices.
Enterprise-Grade Security
Bank-level encryption and strict access controls protect your client data.
Your Data, Your Control
We never train on your data. Your information stays private and secure.
Built on Legal Standards
Developed in collaboration with attorneys to meet professional and ethical standards.