Grow estate planning capacity without increasing lawyer intake time
Inherit structures client discovery, automates follow-up and prepares a defined brief before substantive legal work begins. This helps your firm protect scope, serve more clients and keep lawyers focused on advice and drafting.
Start without a monthly subscription. Pay only when a matter is ready to quote
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Start with no monthly subscription.
Pay only when you use Inherit.
Estate planning matters reach lawyers with incomplete information, unclear scope, and poorly prepared clients. This leads to rework, delays, and difficulty defending fees.
Inherit Australia restructures the estate planning process before legal work begins. Client discovery, data capture, and scope definition are completed within a controlled workflow by advisers, clients, and paralegal staff.
Lawyers engage with better-prepared matters, clearer scope, and informed clients. Legal advice, drafting, and professional responsibility remain entirely with the lawyer.
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Clients expect lower fees for “simple” estate planning.
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Online and AI-generated documents blur the value of legal work.
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Advisers and clients provide incomplete or inconsistent information
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Scope creep erodes margins before drafting even begins
The pressure on estate planning lawyers
Estate-planning lawyers are under pressure from multiple directions:
The problem is not estate planning itself. The problem is where lawyer time is being spent.
Value is lost when lawyers spend time on unstructured intake and administrative work instead of providing legal advice and drafting.
What changes when firms use Inherit
Inherit Australia has been developed in close collaboration with practising lawyers over more than five years, specifically to meet the requirements of Australian estate planning practices. It modernises estate planning workflows while helping firms manage scope, compliance and service delivery risk
Before Inherit
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Incomplete client instructions
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Repeated follow-ups and clarifications
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Senior lawyers handling intake work
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Unclear scope and fee pressure
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Estate planning treated as low-margin work
After deploying Inherit
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Structured discovery completed upfront
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Clients and advisers aligned before engagement
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Paralegals handle preparation and coordination
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Clear scope and pricing boundaries
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Lawyers focus on legal advice and drafting
Why lawyers use Inherit
1. Reclaim lawyer capacity
Discovery begins upfront and can progress before the file reaches the lawyer. Clients, advisers and support staff enter structured information into the workflow, so lawyers spend less time chasing details and more time on advice, strategy and drafting.
2. Protect scope and margins
Scope and pricing are defined before legal work begins. Client circumstances, required documents and fee boundaries are clarified upfront, reducing unplanned work and repeated clarification during the matter while helping protect margin on every file.
3. Turn referrals into prepared matters
Inherit connects existing and new referral partners directly to a structured intake process, so referred clients can begin discovery before the matter reaches the firm. Each referral partner relationship becomes a repeatable source of better-prepared matters rather than a series of ad hoc introductions.
4. Standardise delivery and generate future reviews
One consistent workflow guides matters from discovery and quoting through to drafting, signing and storage. Completed plans remain linked to future reviews, giving your firm a clear reason to re-engage clients as their circumstances change.
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A workflow that adapts to your practice
Inherit connects advisers, clients, and lawyers through a shared, structured workflow that
mirrors how estate-planning matters progress in practice.
Early stages focus on discovery and data capture.
Later stages are lawyer-led and scoped.
Each stage builds on the last, so when work reaches the lawyer, the brief is clear, defined, and ready for legal review.
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1. Client discovery and estate-planning health check
Advisers and clients complete an estate-planning health check using Inherit’s guided discovery framework.
The guided workflow flags potential gaps and issues for legal review. The lawyer determines the client’s legal requirements and provides all legal advice. This allows clients to understand the value of holistic estate planning without lawyers needing to repeat foundational explanations.
Outcome: Clients understand their estate planning gaps and risks before legal engagement, reducing time spent on foundational education and increasing matter readiness.
2. Structured data collection
Client information is gathered through Inherit’s narrative-based data-collection system.
Developed from thousands of real client conversations and refined over more than five years, the system allows clients, advisers, and paralegals to contribute through guided narratives. Information is captured in a consistent, legally relevant format.
Outcome: Complete, consistent client information captured in a legally relevant format, eliminating repeated follow-ups and clarification requests. Save up to 90 minutes of lawyer's time.
3. Scope definition, estimate, and fee disclosure
Inherit applies firm-configured pricing rules to prepare a draft scope and estimate for lawyer review and approval.
Fee disclosure, quoting, and billing structures are configured to align with your firm’s internal requirements and cost base. The scope of work is anchored to client inputs and adviser information, reducing the risk of scope creep.
Outcome: Clear scope boundaries and transparent pricing established upfront, reducing scope creep and fee disputes while improving matter profitability. Save up to 30 minutes of lawyer's time.
4. Payment and matter commencement
Payment can be managed through the platform or via your firm’s existing billing system.
Inherit supports upfront payment, particularly where advisers are involved, helping confirm client commitment and reduce administrative follow-up before legal work begins.
Outcome: Client commitment confirmed and administrative delays minimised, allowing lawyers to begin substantive work with confidence.
5. Legal drafting and review
Legal advice, document drafting, and reviews are undertaken by the lawyer and managed digitally within the platform.
Client notes, comments, and requested changes are captured in one place, with an audit trail of inputs, revisions, and communications retained.
Outcome: High quality legal documents produced efficiently with an audit trail of client inputs, changes, and lawyer advice maintained for compliance and risk management. Save 60 minutes of lawyer time.
6. Signing, storage, and ongoing review
Execution, secure digital storage, and client access to final documents are embedded into the workflow.
Clients can schedule future estate-planning reviews, ensuring updates remain connected to the original matter and advice history.
Outcome: Secure document execution and storage completed digitally, with future review opportunities scheduled to generate ongoing client relationships and repeat engagements.
One workflow. Clear roles. Lawyer control.
Inherit connects advisers, clients, and lawyers through a shared process, while keeping legal advice, drafting, and responsibility with the lawyer.
Designed for legal advice
Lawyer control maintained
Lawyers remain responsible for legal advice and drafting. Professional obligations and quality standards stay with your firm.
Clear role separation
Clear separation between facilitation and legal work. Discovery and data collection don't compromise legal responsibility.
Complete audit trail
An audit trail of client inputs and changes. Every instruction, revision, and communication is documented and time-stamped.
Integrates with your practice
Compatible with existing precedents and internal procedures. Inherit adapts to your firm's established workflows and standards.
Flexible engagement options
Inherit supports multiple engagement models so firms can structure estate-planning work around their existing processes, staffing, and referral relationships. You choose how work is sourced, who completes discovery, and how legal services are delivered.
Structured adviser referrals
Receive structured estate-planning referrals from financial advisers and accountants, with discovery and data collection completed before the matter reaches your firm.
Any referral or commercial arrangement is documented separately and remains subject to the firm’s professional obligations, client disclosure requirements and conflict controls
Client-driven discovery via your own channels
Use Inherit directly on your website and digital channels to capture client discovery and data collection before legal engagement.
Clients complete structured intake online, reducing unbilled time and improving the quality of briefs received by your team.
In-house paralegal-led discovery
Establish an internal paralegal workflow using Inherit to handle estate-planning discovery and data collection at a lower cost base.
This allows firms to reuse existing staff, standardise intake, and reserve lawyer time for legal advice and drafting.
Lawyer panel participation
Participate as a panel firm for estate-planning matters generated through Inherit’s financial adviser network.
Scopes of work and engagement terms are agreed upfront, ensuring clarity on pricing, responsibility, and turnaround expectations.
Practice management and CRM integration
Integrate Inherit with your existing practice management system and CRM using APIs.
This allows estate-planning matters, client data, and workflow states to connect seamlessly with your internal systems, without changing how your firm operates.
Commercial terms, pricing, and legal responsibility remain firm-controlled