Turn every executor email into a clear next step.
Forward an email and see what arrived, what it matches, and what is still missing. Probate Reconciler gives your team a calm, complete view of every matter.
Matter dashboard
Estate of Robert Miller
Checklist
Latest inbound email
Documents for Robert Miller
“I found the vehicle title and a recent bank statement. I’ll send the deed when I receive it.”
Next best action
Review 1 suggested match
A focused view of the work that usually gets buried in an inbox.
One clean workflow
Less inbox archaeology. More matter clarity.
Your clients keep using email. Your team gets the structure it needs to move the matter forward.
01
Keep email as-is
Give every matter a private inbound address. Forward the thread and its attachments.
02
Let the system organize
Attachments are classified, matched to your checklist, and returned with evidence and confidence.
03
You make the call
Confirm what is true, see what is missing, and draft the next follow-up in seconds.
Human in the loop
AI organizes. Your team decides.
Every suggestion stays visible, explainable, and easy to correct. Important checklist changes always remain in your team's hands.
See our approachReview queue
1 item needs your decision
Suggested match
Vehicle title
Matched from document type, vehicle identifier, and extracted owner name.
Built with restraint
Clear work. Careful handling.
Sensitive documents deserve a focused workflow with private storage, tenant isolation, and a clear audit trail for every human decision.
Private by default
Matter documents stay in private storage and are accessed through scoped links.
Evidence over guesswork
Suggestions keep their confidence and source context so your team can verify them.
A record of change
Review decisions and checklist changes remain visible in the matter history.
For the teams doing the careful work
Make the next follow-up the easy part.
We are building the first version with fictional probate matters and a small group of early firms.
Join the early access list