Wills, trusts, powers of attorney, healthcare directives, and contracts move through the same lifecycle: intake, drafting, client review, a signing ceremony, and an executed document kept somewhere safe. Avolv runs that lifecycle while you keep control of every draft.
Intake emails, scheduling, chasing signatures, keeping the documents and the correspondence in one place that holds up. An estate and transactional practice runs on coordination, and most of it still happens across a calendar, an inbox, and a filing cabinet.
A prospective client emails, you trade messages to schedule, you take payment some other way, and the matter does not really exist until you make a folder for it.
The drafts are in one place, the emails in another, the notes on a legal pad. Pulling a matter together means pulling from four systems.
Witnesses, a notary, the order of signatures. The ceremony is where an instrument is made valid, and it deserves a record, not a memory.
We built this with an estate and transactional attorney, for the specific lifecycle of wills, trusts, directives, and contracts. You keep control of the law. Avolv handles the coordination around it.
Documents, communications, notes, time and expenses, and the related parties with their roles, all in one workspace per matter. The whole engagement in one place, not four.
A prospective client books a consultation and pays for it online, and the matter opens before you have traded a single scheduling email.
Avolv does not write your documents. You draft the will, the trust, the contract, and upload the final PDF. The responsibility for the law stays with you, where it belongs.
Run the execution with witnesses and a notary, in the right order, captured as it happens. The ceremony becomes a record instead of a memory.
The executed document is filed in a client vault with a review date set, so the estate plan that needs revisiting in three years does not quietly go stale.
Every call answered, invoicing, payments, and the correspondence captured against the matter. The legal tools sit on the same system that runs the business side.
Here is how an estate matter moves from a first email to a signed, filed document.
A prospective client books a consultation online and pays for it. A matter opens with their intake details attached.
Documents, emails, calls, notes, and the related parties all live in one workspace. You draft and upload the final PDF.
Execution runs with witnesses and a notary against the Florida ruleset, captured on a tamper-evident record.
The executed document goes into the client vault, a review date is set, and the invoice is sent.
The estate and transactional tools ride on top of the full Avolv platform. Concierge setup included, no per-seat fees, no premium tier holding back the features you need.
Avolv is not a law firm and does not provide legal advice or draft legal documents. The attorney drafts every instrument and accepts responsibility for the execution formalities. Execution rulesets are human-verified and Florida-first.
No. You draft every instrument and upload the final PDF. Avolv does not write legal documents, and there is no AI drafting of instruments. The responsibility for the law and the document stays entirely with you. Avolv runs the intake, the matter, the signing, and the record around your work.
No. Avolv's legal module is built for estate and transactional work: wills, trusts, powers of attorney, healthcare directives, and contracts. It is the lifecycle of drafting, review, execution, and filing, not a litigation docket.
You are. The execution rulesets are human-verified and Florida-first, and the attorney accepts responsibility for the formalities before anything is sealed. Avolv records the ceremony and keeps a tamper-evident execution record, but the legal judgment is yours.
No. Avolv handles billing and payments for your matters, but it is not a trust accounting or IOLTA system, and it does not try to be. If you keep trust accounting elsewhere, that stays where it is.
It depends on the size of your practice. We would rather give you a real fit on a 15-minute call than a one-size-fits-all sticker. What we tell you upfront: no per-seat fees, no setup fees during promotions, and no contracts. One monthly price, everything we build, cancel any time.
About 5 business days from "yes" to live. We do it for you: phone number provisioning, your consultation types and fees, your matter templates, user accounts, and a training call. You do not have to be technical.
Yes. Multi-tenant database with row-level isolation, encrypted at rest and in transit, hosted with daily backups. Every client's matters are walled off from every other firm's. Executed documents are kept with a tamper-evident history, and we are working toward SOC 2 Type II for 2026.
Fifteen minutes on a Zoom and we'll show you exactly what Avolv would look like running your estate and transactional practice. We'll open a matter, book a consultation, and walk the signing ceremony while you watch, then talk about what makes sense for your firm.