Estate Distribution & Beneficiary Tracking for Litigation Attorneys with Westlaw
The Problem
Probate and trust administration for Commercial Litigation matters drags for months on beneficiary data collection, asset marshaling, and receipt tracking — every delay surfaces in angry family calls.
What We Build in Westlaw
AI tracks every asset and beneficiary in Relativity, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Westlaw — uses the native API or agent integration so nothing leaves the system of record.
Westlaw Integration Approach
Audit your Westlaw configuration
We map the specific Westlaw objects, custom fields, and workflows the automation needs to touch for your commercial litigation practice.
Build on the Westlaw API or agent
Integration happens inside Westlaw — 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 Westlaw with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Westlaw instance
30-minute call. We'll look at your actual Westlaw setup and show exactly how this workflow fits.