Connectors
Word and PDF exports and the document vault ship today. Clio, DocuSign, calendar, and bank/asset sync connect under your firm’s own credentials — documents flow out to you, never the other way. Dormant until a firm switches them on.
Every instrument and the full packet export to Word and PDF for the matter file.
Encrypted, tenant-isolated storage with a full provenance trail.
A taskpane inside Word for the firm's own staff: every statutory citation in the open document checked against the source-locked Texas corpus, plus authority and name-variance findings — under your own session, no keys in the add-in. A pilot: sideloaded into Word for Windows or Mac on request, and not yet listed in Microsoft's add-in store.
Per-document signing scripts and role validation from the statutory formalities (witnesses, notary, superpower initialing, who may not witness) with an append-only execution record — works with wet ink today; the e-sign rail is the delivery upgrade.
Subscribe Outlook / Apple / Google natively to the matter's statutory deadline lattice — zero keys, a revocable per-user token. Fail-closed: an unknown or revoked token serves nothing.
Push creditor-claim, elective-share, and statutory deadlines into the firm calendar by API. Dormant until firm credentials; the ICS feed above works today.
Sync matters, contacts, documents, and deadlines into your practice-management system. A scripted round-trip audit is ready — the badge flips to Live only after it passes on the firm's own credentials.
Route the execution ceremony — testator, witnesses, and notary — with self-proving tabs, sequentially. An audit harness is ready; Live only after the recorded round-trip passes.
Read-only asset and funding visibility to drive retitling and beneficiary-designation checks.
Real-money movement and filing remain client- or attorney-initiated. EstateDraft prepares and routes work product; it does not file documents.
Cite Check
Cite Check verifies every Texas code and constitutional citation against EstateDraft’s source-locked corpus — so a made-up statute is caught before you file. Case citations are checked against CourtListener’s database of U.S. opinions once that access is connected. KeyCite and Shepard’s good-law treatment connect under your firm’s own entitlement.
The engine behind Cite Check's case-existence check — every case citation matched against CourtListener's database of millions of U.S. opinions (Free Law Project), so a non-existent or AI-hallucinated case is caught before you file. It runs once the platform connects its CourtListener access; until then every case citation is reported as unverified.
Citator-grade KeyCite validation and red-flag treatment for every case in your brief, inside your firm's own Westlaw entitlement. The slot is built and dormant — it activates when Thomson Reuters provisions partner credentials (no personal-login routing; their terms prohibit it).
Shepardize each case for negative treatment and confirm it is still good law, inside your firm's own Lexis+ entitlement. Built and dormant — activates when LexisNexis provisions partner credentials. Until then, case existence is checked through CourtListener once that access is connected.
Live today
On the roadmap