🤖 The AI Agent · Included in all plans

Your AI-powered
legal intake assistant —
it does the rest

The AI Agent guides clients through intake, collects required information, reduces incomplete submissions, organizes data for drafting, and generates documents mapped to your firm's templates and clauses. You practice law. The AI Agent does the rest.

See it in action → ▶ Watch demo
Guides clients through intake Improves completion rates Reduces staff workload
Live document generation — Smith Family Trust
📥
Step 1
Client intake completed (family, assets, trustees, distributions)
✓ Done
🧠
Step 2
AI maps 847 intake variables to your trust template fields
✓ Done
📋
Step 3
Conditional clause logic applied (bypass trust triggered)
✓ Done
📦
Step 4
6-document package generated using your firm's templates
2 min 14s
⚖️
Step 5
Package sent to attorney portal for review and approval
Pending
What the AI Agent does

It does the rest. You practice law.

🧭

Guides clients through intake

Step-by-step, plain-language questions — no legal jargon, no abandoned forms.

📥

Collects required information

Family, assets, beneficiaries, and selections — captured completely the first time.

✅

Reduces incomplete submissions

Guided flow and validation mean fewer drop-offs and fewer follow-up calls.

🗂️

Organizes data for drafting

Every answer is structured and mapped — ready for document generation.

📈

Improves completion rates

Clients finish what they start — turning more prospects into converted clients.

🧑‍💼

Reduces staff workload

No manual data entry. Your team reviews organized, ready-to-use intake.

🌍

Expands access online

Serve more consumers online — without adding overhead per matter.

📄

Drafts documents

Maps intake directly into your templates, clauses, and drafting language.

How the AI works

Intake in. Your documents out.

01

Template mapping (one-time)

During onboarding, our team configures the AI using your firm's existing document templates. Your clause language, your trustee appointment provisions, your distribution standards — all hard-coded into the model for your account.

02

Intake variable extraction

The AI parses every piece of client intake data — names, relationships, assets, beneficiaries, trustees, special instructions — and maps each one to the corresponding field or clause in your document template.

03

Conditional logic & generation

Conditional clauses are applied based on client answers. Bypass trust triggered? SNT sub-trust needed? Minor beneficiaries? The AI handles every combination — then generates the complete document package using your templates.

Not generic. Yours.

What makes LegalGEN AI different

  • 🔒

    Firm-specific, not platform-wide

    Your AI configuration is exclusive to your firm. No shared training across clients. The model generates documents that match your practice — not a composite of thousands of practices.

  • 📐

    Clause-level precision

    The AI doesn't just fill in names and dates. It applies your specific clause language for spendthrift provisions, no-contest clauses, trustee powers, distribution standards, and more.

  • ⚖️

    Attorney approval is mandatory

    No document reaches a client without attorney review and explicit approval. The AI handles preparation — the attorney handles judgment and delivery.

  • 🔄

    Templates update as you evolve

    When you update your templates, we update the AI configuration. Ongoing template maintenance is included in all plans.

What the AI uses to generate — your account
Trust templateYour firm's .docx
Trustee clause languageYour drafting
Spendthrift standardYour standard
Distribution logicYour preferences
State jurisdictionYour state(s)
Conditional clause rulesYour configuration
100%
of attorneys who reviewed 20 AI-generated outputs said every document met their drafting standards
LegalGEN customer satisfaction data · 2024–2025
AI questions — answered

What attorneys ask before they start

During your onboarding session, our team works directly with you to map your existing document templates into the LegalGEN AI configuration. We extract your clause language, conditional logic, formatting preferences, and jurisdictional standards. This typically takes 1–2 hours and is a one-time process.
LegalGEN works with Word (.docx) and PDF templates. If you use WealthCounsel or a similar document assembly system, we can configure the AI to integrate with those outputs as well.
The AI handles an enormous range of variable combinations — but for genuinely unusual situations, the system flags the document for additional attorney attention rather than forcing a template fit. Attorney review remains mandatory on every output.
No. Client intake data is never used for AI training. Your firm's template configuration is private to your account. Data is stored securely and never shared across LegalGEN customers.
Contact us and we'll update your AI configuration to reflect the new templates. Template updates are included at no additional cost in all plans. Most updates are completed within 1–2 business days.

AI that generates your documents.
Not anyone else's.

Included in all LegalGEN plans. Template mapping session included with Online Will & Trust and above.

Schedule a demo → View plans & pricing