Take on more Wills and Trusts without adding headcount.
You hear your client's story once. Aretech builds estate planning intake automation that carries questionnaire answers and design-meeting notes into your drafting software.
every provision
the software you keep
the system outright
or subscriptions
Every new plan runs the same loop.
You email a fillable PDF intake form, and key answers come back blank.
Your questionnaire misses beneficiaries, shares, and successor trustees.
The client fills the gaps in the design meeting while you take notes.
Someone writes a summary, then retypes it all into your drafting software.
Days pass between the finished questionnaire and the first draft.
“Uncle Bill” turns out to be William at the signing table.
Plans sit “stuck waiting for clients to provide you with all their information.” On a flat fee, every hour of retyping comes out of your margin.
Your attorney still designs every plan. The retyping stops.
| Each Plan | Without Aretech | With Aretech |
|---|---|---|
| Questionnaire | One long form that misses facts | Branching questions that ask only what applies |
| Asset schedule | Titling and beneficiary designations chased later | Recorded with each asset in the same record |
| Design meeting | Notes retyped after the client leaves | Captured into the same client record |
| Answer file | Built by hand in your drafting software | Filled from the reviewed record |
| Names and trustees | Corrected at the signing table | Entered once and reused in every role |
| Your attorney's time | Proofing typed facts | Designing the plan |
Each common fix moves the typing somewhere else.
Your tools don't share one record. Aretech builds the record they share.
Three stages, and a person signs off on each one.
Clients answer your estate planning intake questionnaire at their own pace.
Nothing moves until a person approves it.
Your systems share one reviewed record, with no retyping in between.
Intake is the first workflow of estate planning law firm automation, and every build stacks the same three layers in order.
A data layer under your tools. One record across your practice-management system, drafting software, storage, and e-signature.
AI agents that read, never decide. They pull facts from forms and notes, then flag the gaps.
Workflows that wait for a person. They move the record only after your team approves it.
Here's what one shared record changes for your firm.
More plans, no new hires.
Hours once spent retyping go back into client work.
Drafting starts sooner.
Approved records flow straight into estate planning document automation.
Clients who finish.
Branching questions and reminders keep the questionnaire moving.
No surprises at signing.
Names and trustees are settled before the first draft.
Fewer avoidable errors.
Facts entered once eliminate the errors retyping creates.
An intake that outlasts turnover.
Your questions and rules stay when people leave.
One client on where things stood before Aretech.
Before Aretech, nearly every part of our technology felt harder than it should have. Our automations did not work reliably, our intake form was not saving information correctly, and our website had become a jumble of disconnected, “vibe-coded” pieces. We also did not have a trusted resource we could turn to for IT support and practical advice about technology. These problems took time away from our work and left us unsure how to make lasting improvements.
Sarah Rockwell, Aretech clientIntake touches every fact in the plan, so every build keeps the decisions with you.
The system never signs, files, or decides anything legal.
Each automation starts as a test run that only suggests.
Questions, wording, reminders, and timing, without a developer.
You decide who has access and whose access to revoke.
Code, data, workflows, and documentation, with no subscriptions.
Co-founders Pratyush Raman (CEO) and Jihad Iqbal (CTO) lead the team that builds your intake. The team has deployed AI systems inside organizations like Amazon, MIT, and Y Combinator-backed startups. Each workflow is built alongside practicing attorneys with over 25 years of experience.
Aretech fits your firm if this sounds familiar.
It isn't built for families writing their own wills or trusts, non-attorney document preparers, or large multi-practice firms.
You see your own intake on one page before you commit to anything.
Read what each step involves in how the engagement works.
Your free workflow mapping session gives you:
Ask any builder, ARETECH INCLUDED, the hard questions first.