Protect Families' Legacies.
Not Lost in Paperwork.
Client intake, will drafting, probate tracking — all managed from one platform. AI-powered reminders, document follow-ups, and case milestones.
The estate planning attorney's daily battle
Sound familiar?
📞 Grieving widow calls three times this week asking about probate status...
📋 Will signing checklist buried in email thread from six weeks ago...
💼 Referral from financial advisor went cold — nobody followed up...
⏰ Trust funding deadline missed because reminder was on a sticky note...
📧 Client hasn't updated beneficiary designations in 8 years — no one reminded them...
🌙 Drafting estate plans until midnight because intake took all day...
Every missed referral follow-up is a $5K+ engagement gone to a competitor.
How Dewx works for estate planning firms
One platform for client intake, case management, document tracking, and ongoing client communication.
1. Capture Every Inquiry
Every referral, web form, and phone inquiry lands in one inbox. Dew AI responds with intake questionnaires, schedules consultations, and qualifies leads automatically.
- Automated intake questionnaires
- Referral source tracking
- Lead-to-engagement pipeline
2. Manage & Milestone
Track every matter from initial consultation to plan execution with milestone-based workflows and deadline alerts sent to attorney and client alike.
3. Retain & Review
Set up annual review cycles that automatically trigger client outreach for beneficiary updates, new tax law changes, or life event-based revisions.
Dewx annual review prompt:
"47 clients are overdue for their annual estate plan review. 12 had major life events this year. Want me to send personalized outreach to schedule reviews?"
Everything you need to run your estate planning practice
Purpose-built tools for estate planning attorneys and probate firms.
Portal
All client messages in one inbox - email, calls, WhatsApp, and voicemails
GTM Hub
Track every lead from referral inquiry to signed estate plan engagement
OPS Hub
Case management, document checklists, deadlines, and billing in one place
Dew AI
AI sends document reminders, probate updates, and follows up on pending engagements
Built for every type of estate planning practice
Individual & Family Planning
Manage wills, revocable trusts, powers of attorney, and healthcare directives for individual and family clients.
- • Document checklist automation
- • Family communication hub
- • Annual review reminders
Probate & Administration
Guide executor and trustee clients through estate settlement with milestone tracking and court deadline management.
- • Court deadline reminders
- • Beneficiary communication
- • Creditor claim tracking
High-Net-Worth Planning
Coordinate complex irrevocable trusts, family limited partnerships, and charitable planning with advisors and CPAs.
- • Multi-advisor coordination
- • Complex entity management
- • Tax strategy documentation
Connect your communication channels
Meet clients and their families where they are.
Dewx vs Clio / MyCase for Estate Planning
| Feature | Dewx | Clio / MyCase |
|---|---|---|
| Case & Matter Management | ✓ | ✓ |
| Unified Inbox (WhatsApp + Email) | ✓ | ✗ |
| AI Document Reminders | ✓ | ✗ |
| Annual Review Automation | ✓ | Limited |
| Referral Pipeline Tracking | ✓ | ✗ |
| Billing & Invoicing | ✓ | ✓ |
| Multi-Channel Client Communication | ✓ | Email only |
| Affordable for Solo Attorneys | ✓ | ✗ |
Estate Planning Practice FAQ
How does Dewx help estate planning firms manage high-emotion client communication?
Dewx unifies all client communication into a single inbox. When families are dealing with grief and urgency, Dew AI can send timely acknowledgments, probate status updates, and next-step instructions automatically. Staff can focus on complex legal work while clients feel consistently supported and informed.
Can Dewx track probate deadlines and estate administration milestones?
Yes. Set up custom milestone tracking for each estate matter — from initial inventory filings to final distributions. Dewx sends automated reminders to attorneys and clients before critical deadlines, ensuring nothing falls through the cracks during lengthy probate proceedings.
How does Dewx help with new estate planning client intake?
Dewx captures every referral and inquiry from financial advisors, CPAs, or direct inquiries into a unified pipeline. Dew AI follows up with initial questionnaires, schedules consultations, and tracks each lead through engagement. You close more estate plans without hiring additional intake staff.
Can Dewx handle annual review reminders for existing estate planning clients?
Absolutely. Set recurring reminders for each client based on life events, tax law changes, or timed intervals. Dewx automatically reaches out to prompt document reviews, beneficiary updates, and new planning opportunities. This generates consistent recurring revenue from your existing client base.
Is Dewx suitable for boutique estate planning firms as well as larger practices?
Yes. Dewx scales from solo estate planning attorneys to multi-partner firms with support staff. Shared inboxes, task assignments, and matter-level communication logs mean everyone on the team stays aligned. The AI handles routine follow-ups so attorneys can focus on drafting and advising.
See what agencies Dew replaces
Explore how Dewx replaces specific agency types
Ready to simplify your estate practice?
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