beforenine
For estate planning attorneys

A document-heavy practice, finally organized.

For estate planning solos and small firms. Drafts to compare, signings to chase, reviews that quietly come due. BeforeNine summarizes the documents, drafts the client follow-ups, and remembers the dates you don’t want to — for your approval, every time.

01Ask

Documents, summarized and compared.

Point it at the file — it gives you the summary, the differences, and the draft reply.

Summarize this trust and flag anything inconsistent with the client’s instructions email.
Draft the execution-and-signing follow-up for this client.
What changed between this draft and the prior version?
02Automate

Reviews and signings, never forgotten.

Say it once; it runs on schedule, with every outbound waiting for your sign-off.

Remind me 30 days before each client’s annual review and draft the outreach.
When a signed document comes back, log it and draft the confirmation.
Friday: every plan awaiting client sign-off.
03App

A matter tracker, by describing it.

Tell it what to show; it builds the live tracker on your home screen.

Build a matter tracker: client, plan type, stage, next action, last contact, review date.
Start freeFree for a week. No card. Nothing sends without your say-so.

Questions, answered plainly.

Does it draft wills and trusts?

No — it is not a document-assembly or will-drafting engine, and won’t generate legally-valid instruments. Keep your drafting software for that. BeforeNine summarizes and compares documents, drafts the client correspondence around them, and tracks the dates.

Can it compare document versions?

Yes — upload them and it highlights what changed. Confirm anything material against the documents themselves before you rely on it.

Is it legal advice?

No. It cites current sources when you ask and tells you to verify in your primary source. It handles the correspondence and the calendar, not the law.

Does anything send without my approval?

No. Nothing leaves without your one-tap approval.

How much is it?

From $99/mo with a free trial, cancel anytime.