Client intake and documents, handled.
Lawfull helps estate-planning firms collect client information, request documents, and keep sensitive data encrypted — without the email back-and-forth.
Secure intake
Send clients a magic-link form — no account needed. SSNs, dates of birth, and financials are encrypted at rest.
Request exactly what you need
Build a Request for Information in seconds. Answers flow straight into the client's record and the worksheet.
Documents, organized
Collect and hold signed deeds, trusts, and IDs in one place — encrypted, audited, and tenant-isolated.