Secure Client Intake
Secure estate planning intake without the endless email thread.
Statular gives estate planning firms one secure place to collect client information, documents, and follow-up answers before drafting begins. Clients complete guided questionnaires and upload materials through your firm portal, and everything arrives organized in the matter — ready for your review.
One Workflow
Three channels that replace the back-and-forth.
Guided questionnaires
Clients answer guided prompts, save their progress, and submit when they are ready for your review — no half-finished PDFs or duplicate emails.
In-context uploads
Deeds, account statements, prior estate plans, and death certificates upload directly to the matter instead of arriving as loose email attachments.
Portal messaging
Follow-up questions and answers stay attached to the client portal and the matter, so nothing gets buried in an inbox.
Built for the Practice
Intake tied to the facts estate planning firms actually need.
Generic form builders collect answers into a void. Statular intake is tied to estate planning, probate, and trust administration matter records, so reviewed responses become structured drafting data instead of a spreadsheet you have to re-key.
Estate planning
Family, fiduciary, beneficiary, asset, and healthcare-directive information for wills, trusts, powers, and directives.
Probate
Decedent details, heirs, assets, will information, court status, and uploaded source documents.
Trust administration
Trust, settlor, trustee, beneficiary, asset, creditor, and administration details for post-death matters.
Security Posture
Protection sized for sensitive family and financial detail.
Estate planning intake holds some of the most sensitive information a client will ever share. The same controls that protect your firm's documents protect every answer and upload.
Encrypted in transit and at rest
Client data travels over TLS 1.2 or higher, and databases, generated documents, and backups are encrypted at rest with AES-256.
SOC 2-aligned program
Statular maintains an information security program aligned to the SOC 2 Trust Services Criteria, built on SOC 2-attested infrastructure providers.
US-based, isolated by firm
Everything runs on US-based AWS infrastructure, with strict ownership checks on every request to keep each firm's data isolated.
MFA for attorneys and clients
Multi-factor authentication is available for every attorney and client account, with AI routed through AWS and Google Cloud and never used for model training.
See the full program on our security page.
Give clients a secure place to start.
Replace email attachments and PDF forms with guided, encrypted intake that lands organized in the matter. You stay in control of every draft.