MatterPack maps, builds, and tests recurring estate-planning document workflows from approved intake data. Riney Law reports that automation saves time on supporting-document preparation. Watch the short walkthrough.
Take a closer look at how MatterPack prepares agreed estate-planning documents from a firm's intake and templates, with staff and attorney review still part of the process. After the demo, you can ask questions or discuss whether a similar workflow could fit your firm.
Proof
Its attorney describes how automation reduces retyping while staff still check the prepared documents. Results depend on each firm's workflow.
The problem
A married couple's estate plan is a set: a will, a durable power of attorney, and a healthcare directive for each spouse. The same approved names, addresses, and choices often need to be carried through a dozen or more documents.
MatterPack reduces that repeated preparation by carrying approved intake details across the agreed document sets, then leaving the finished documents with your staff and attorneys for review.
The mistake it's built to prevent
Shared household details may appear across both spouses' documents, while each spouse can have separate fiduciary and healthcare choices. MatterPack carries those approved inputs through the agreed document sets and prepares them for staff and attorney review.
One approved intake can prepare the agreed estate-planning document set for both spouses, while keeping each person's individual choices separate.
What working together looks like
We map one standard estate-planning matter type, the agreed document packets, and where the information starts. We build and test the workflow in a staging environment, then move the finished system into infrastructure your firm owns once the agreed documents generate correctly and your staff contact approves the results. Your staff and attorneys still review every completed document before it goes out.
Questions firms ask first
We review your current intake during scoping and identify the information and any intake changes needed for the agreed document workflow.
Yes. Married clients get a matched set of documents for both spouses with independent fiduciary choices for each. Single clients get their own set without any spousal assumptions built in.
MatterPack fills in everything that's already known ahead of time. Signature lines and notary details stay blank until the actual signing — it doesn't fake an execution that hasn't happened.
First, we review a representative intake and the recurring document workflow your firm needs. If it is a fit, we provide a written document map and implementation plan; then we map, test against agreed examples, and hand off the agreed workflow. We confirm timing after reviewing the documents, data source, and work included.
We review representative documents and intake data first, then confirm in writing which packets, documents, and steps can be included. The firm remains responsible for legal review of every document before use.
What attorneys are saying
A Charlotte estate-planning firm shares its experience with MatterPack.
Could this work in your firm?
Reply in the Instagram message you used to get here. If it looks relevant, I'll ask a few questions about how your team prepares documents today and, if it makes sense, coordinate a 20-minute call around your availability.
Reply directly to my email with what you think, or book a 20-minute call if you would rather talk it through.
Want to explore whether MatterPack could fit your firm's documents, tools, and process? Book a 20-minute call. If you have a question first, email us. We'll review your workflow together; compatibility and scope depend on your firm's setup.