Turn every executor email into a review-ready matter.
Forward an email to the matter's private address. Probate Reconciler organizes every attachment against your firm's checklist, processes documents in the background, and keeps the evidence ready for your team's decision.
Matter dashboard
Estate of Robert Miller
12 firm-defined checklist items
Checklist 12 items
Matter inbound address
Forward executor emails here
estate-of-robert-miller-05b3d43e@inbound.probatedocs.app
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."
Documents & review
2 suggestions need your decision
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 a firm-defined checklist, organized evidence, a review queue, and a clear next action.
01
Give each matter an address
Forward the thread and attachments to a private inbound address tied to the right estate matter.
02
Process in the background
Documents are extracted, classified, and matched against the matter checklist while the workspace stays current.
03
Review with the evidence
Open the Documents & review workspace to inspect the source email, file, extracted facts, and next decision together.
Human in the loop
AI organizes. Your team decides.
Every suggestion stays visible, explainable, and easy to correct. A suggestion never completes a checklist item by itself; your team confirms the state.
See our approachDocuments & review
2 items need your decision
Pending reviews
Suggested: Bank statements
Suggested: Vehicle title
Suggested match
Bank statements
The document is identified as a bank statement.
Source email
Fwd: Robert Miller estate documents
Forwarded message with the source file and verified extracted facts.
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 firm-wide record
The Activity view keeps a searchable, chronological record of email, checklist, and review events across every matter.
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