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 is for
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 is good
- 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
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.
DeNovo plans and pricing
All plansCompared on legal practice management software
- Free plan
- No
- Client intake
- Yes
- Document automation
- Yes
- Time tracking
- No
- Billing and payments
- Yes
