AI by industry · Estate planning attorneys
A dashboard for estate planning attorneys
A dashboard for an estate planning practice shows every matter by stage: consultation, questionnaire, drafting, signing and funding. Built on your email and calendar, it updates itself, so you can see who is stuck and which past clients are due for a review. Nobody has to type status updates into a spreadsheet.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your estate planning attorney to hand to AI first, what we would build, and roughly how long it takes.
One board, five stages
The view that matters is simple: how many people are waiting on you, how many are waiting on the client, and how many have signed but are not funded.
When someone calls, the person answering sees the stage, the last message and the open question at once, instead of saying “let me find your file.”
Referral sources and reviews due
Track which CPA or advisor sent each matter, and who is due for a plan review. Over time you see where your good clients come from.
Westward builds custom systems like this on your own accounts, so the data stays yours.
Careful with client data
Limit who sees what, keep sensitive details out of places they do not belong, and know where the data lives.
Sign in with an emailed one-time code instead of shared passwords, and keep a record of who opened what.
Picture this
Examples of what it can look like. Illustrations, not clients.
Monday morning shows three drafts awaiting your review and four clients who owe a questionnaire.
A tab lists every client whose plan is more than a few years old, sorted by when you last spoke.
A referral report shows the financial advisor who sent several matters this year, so you can thank her.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- ABA Model Rule 1.6: Confidentiality of Information: The model ethics rule on protecting client information.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your practice with the person who builds it
A free 30-minute call. You leave knowing which part of your estate planning attorney to hand to AI first, what we would build, and roughly how long it takes.
Questions
Do I need to replace my case software?
Not necessarily. A dashboard can sit beside it and read from it, or replace parts of it.
Who owns the data?
You do. It lives on your accounts, set up as agreed in writing.
Can it remind me about plan reviews?
Yes. You choose the interval, and a list of clients due for a check-in appears with a draft note for each.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses