Demand Package Drafting for Estate Planning Attorneys with Clio
The Problem
Trusts & Estates demand packages are the highest-leverage document in the case — and they're the ones associates have the least time to draft well.
What We Build in Clio
AI drafts the demand from the matter file in WealthCounsel, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Clio — uses the native API or agent integration so nothing leaves the system of record.
Clio Integration Approach
Audit your Clio configuration
We map the specific Clio objects, custom fields, and workflows the automation needs to touch for your trusts & estates practice.
Build on the Clio API or agent
Integration happens inside Clio — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Clio with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Clio instance
30-minute call. We'll look at your actual Clio setup and show exactly how this workflow fits.