Freedom251 › Legal Practice Management Software
DeNovo
What DeNovo is
DeNovo is a web platform for estate-planning practices that combines digital engagement, intake, plan creation, execution, attorney review, and billing. Clients complete guided planning steps on their own schedule with prompts, instructional videos, and embedded AI support. Progress tracking and automated prompts move matters through an asynchronous workflow, while the attorney dashboard shows client status, documents, messages, billing, and review flags in one pipeline view. Attorneys can use DeNovo templates or their own documents, but every plan requires attorney review before completion. The AI does not provide legal advice, and the attorney practice remains responsible for reviewing and approving AI-assisted content and documents. Integrated billing supports flat-fee engagements, deposits, and milestone payments; full payment is required before final document review. DeNovo lists SOC 2 Type II, ISO 27001, HIPAA, and PCI controls with role-based access. The practice retains client-data ownership. Templates and trust structures cover all 50 states. Pricing starts at $80/mo, with separate platform, seat, matter, website, and setup plans listed.
Who it suits
DeNovo is designed for estate-planning attorneys and practices managing guided client intake through document completion and billing. It also suits practices seeking optional client-facing website and managed acquisition services.
What it does well
- Guided asynchronous client intake
- Real-time attorney pipeline dashboard
- Attorney review required before completion
- Integrated deposits and milestone billing
- Templates and trust structures across 50 states
What to know first
- No free plan
- Full payment required before final document review
- AI does not provide legal advice
- Multiple separate fees are listed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| DeNovo Platform setup | Core operating system for the practice | $2,000 a month |
| DeNovo Platform seat | billed monthly · Core operating system for the practice | $500 a month |
| DeNovo Platform matter fee: 1–9 matters | 1–9 matters / month | $250 a month |
| DeNovo Platform matter fee: 10–19 matters | 10–19 matters / month | $225 a month |
| DeNovo Platform matter fee: 20+ matters | 20+ matters / month | $200 a month |
| DeNovo Website setup | Client-facing website | $1,000 a month |
| DeNovo Website | One-time setup fee; separate monthly fee applies. · $80 monthly fee | $1,000, paid once |
| DeNovo Platform | One-time setup fee; separate monthly fee per seat and per-matter fees apply. · $500 monthly per seat · $250 per matter at 1–9 matters/month · $225 at 10–19 · $200 at 20+ | $2,000, paid once |
The first 8 of 9 plans, as atdenovo.com lists them, read 22 Sept 2026. The maker's own page has the final word. Every plan
Verdict
DeNovo brings estate-planning client workflows, attorney oversight, billing, and practice services into one web platform. Its AI limits, payment requirement, and separate pricing components are central considerations for firms evaluating it.
Facts from DeNovo's own pages
- AI limits
- DeNovo says its AI does not give legal advice, and its terms make the attorney practice responsible for reviewing and approving AI-assisted content and documents. · atdenovo.com, 11 Oct 2026
- Attorney dashboard
- The dashboard presents client status, documents, messages, billing, and review flags in one real-time pipeline view. · atdenovo.com, 11 Oct 2026
- Attorney sign-off
- Attorneys can use DeNovo templates or their own documents, and every plan goes through attorney review before completion. · atdenovo.com, 11 Oct 2026
- Billing
- Integrated billing supports flat-fee engagements with deposits and milestone payments, and full payment is required before final document review. · atdenovo.com, 11 Oct 2026
- Billing and payments
- Yes · atdenovo.com, 22 Sept 2026
- Client intake
- Yes · atdenovo.com, 22 Sept 2026
- Coverage
- The About page says DeNovo provides estate-planning templates and trust structures across all 50 states. · atdenovo.com, 11 Oct 2026
- Data ownership
- The attorney practice retains ownership of client data, and DeNovo says it will not sell that data or share identifiable practice data except to provide services or as required by law. · atdenovo.com, 11 Oct 2026
- Document automation
- Yes · atdenovo.com, 22 Sept 2026
- Free plan
- No · atdenovo.com, 22 Sept 2026
- Guided intake
- Clients can complete guided estate-planning steps on their own schedule with prompts, instructional videos, and embedded AI support. · atdenovo.com, 11 Oct 2026
- Integrations
- DeNovo describes itself as a single integrated system with no complex integrations; its terms say document data may be delivered through the platform interface, email, or methods in the service order. · atdenovo.com, 11 Oct 2026
- Marketing service
- Amplify manages content, execution, and optimization across search, social, and AI-driven discovery. · atdenovo.com, 11 Oct 2026
- Product
- DeNovo is an integrated attorney-client experience for estate planning practices covering digital engagement, intake, plan creation, execution, and billing. · atdenovo.com, 11 Oct 2026
- Security
- The platform page lists SOC 2 Type II, ISO 27001, HIPAA, and PCI and says access is role-based. · atdenovo.com, 11 Oct 2026
- Support contact
- The site lists [email protected] and offers a Book a Demo link. · atdenovo.com, 11 Oct 2026
- Time tracking
- No · atdenovo.com, 22 Sept 2026
- Website service
- The optional website service is designed for estate-planning attorneys and is continuously optimized to convert prospective clients and initiate plans. · atdenovo.com, 11 Oct 2026
- Workflow automation
- The platform tracks client progress and prompts next steps through an asynchronous estate-planning workflow. · atdenovo.com, 11 Oct 2026
Where DeNovo stands on Freedom251
- Legal Practice Management Software#135 of 140