Start safely
What you’re seeing: Use a packet, short intake, forwarded email, or attorney notes.
Why it matters: Move forward without forcing a monolithic questionnaire.
A clearer path through attorney-supervised probate.
Bring intake, source documents, matter facts, form requirements, deadlines, audits, and filing handoff status into one structured workspace—while attorneys remain in control of every legal decision.
Controlled betaStart with lessSee blockersTrace the packetAttorney decides
Guided product tour
See ProbatePath in about 3 minutes.
A sanitized opening-estate matter shows the path from minimum intake to attorney-controlled handoff.
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Start safely
What you’re seeing: Use a packet, short intake, forwarded email, or attorney notes.
Why it matters: Move forward without forcing a monolithic questionnaire.
Sanitized product walkthroughOrganize the matter
What you’re seeing: Structure decedent, fiduciary, heirs, contacts, assets, and blockers.
Why it matters: The team sees one focused work queue.
Review forms & sources
What you’re seeing: Inspect missing fields, template status, and county-source review.
Why it matters: Requirements and evidence stay visible for counsel.
Resolve blockers
What you’re seeing: Run the deterministic audit and create a stable packet snapshot.
Why it matters: The handoff has a repeatable, reviewable basis.
Use AI as review
What you’re seeing: Explain findings or extract cited proposed facts.
Why it matters: AI prepares source-linked review; an attorney accepts selected facts.
Approve & hand off
What you’re seeing: Attorney approves; staff record manual ePortal handoff and proof.
Why it matters: Legal authority and filing remain human-controlled.
Product proof
What the product looks like in use.
Sanitized walkthrough states from the live product. AI review and malware scanning are live; real-client data and persistent encrypted storage remain off.
Start with less
Bring the facts and documents already available.
See the blockers
Turn gaps into a focused work queue.
Keep the packet defensible
Hashes, deterministic audits, and approvals stay traceable.
Preserve the filing boundary
Prepare and record a manual handoff; never imply automated filing.
AI assists Organize, Review, and Audit. It is not the actor at attorney approval or filing.
AI interface
AI prepares the review—not the legal decision.
Production AI review is live across eight matter-scoped workflows for cited findings, conflicts, follow-up, and drafts.
Matter & intake
Brief the matter; surface ambiguous or conflicting facts.
The live design uses OpenAI Responses API, Luna medium first, Terra high at most once on defined escalation conditions, and store:false. AI cannot file, pay, sign, serve, write calendars, send messages, approve, or release a packet; attorneys accept selected facts and legal decisions.
Workflow support cannot inherit legal authority.
Sensitive law-firm matter data
ProbatePath is designed for organization-scoped matter facts, identities, assets, debts, legal documents, signatures, filing evidence, and audit history. Production currently reports realClientData=false; use sanitized data only.
Attorney judgment and filing remain human
ProbatePath does not provide legal advice, create an attorney-client relationship, guarantee court acceptance, file, pay, sign, serve, send, or replace counsel review. Templates and county packs remain counsel-review gated.
Questions worth answering before access.
Current behavior and boundaries.
01Who is ProbatePath for?
Authorized probate law firms and their supervised staff—not consumers seeking a legal assistant.
02Does it file with the Florida ePortal?
No. Filing handoff and proof are recorded manually; the ePortal is not connected.
03Can firms upload real client documents today?
No. Real client data remains blocked until production controls, policies, and approval gates are complete.
04What can the AI do?
Production AI review is live for supervised, sanitized workflows. AI cannot file, pay, sign, send, approve, or apply facts without attorney action.