AI and automation for estate planning firms.
Your flat fees stay the same. Your hours per plan don't have to. I find the busywork between first call and funded trust, then automate it inside the tools you already use. Confidentiality first, priced up front.
Recently built for a Central Florida estate planning firm: intake automation, plus a formatter that ends manual cleanup of drafted documents.
Works with the tools you already use: PracticePanther · Clio · WealthCounsel · Lawmatics · Microsoft 365 · Google Workspace
What this could look like in your firm
Every estate plan follows the same path. Here's where automation takes work off your staff at each step. Pick a stage.
Intake that fills itself in
The client questionnaire lands as structured data and flows into your practice software and drafting templates. Nobody re-keys names, children, or assets.
Consults that actually happen
Booking links, text and email reminders, and a short what-to-bring list. Fewer no-shows, which matters more when you sell flat-fee packages.
Follow-up for consults that stall
Plenty of people meet with you and then go quiet. A simple 30/60/90-day check-in brings some of them back without anyone remembering to call.
Engagement letters, out the same day
The engagement letter and fee agreement are generated from what you decided in the consult and, once the attorney approves them, sent for e-signature, with the retainer invoice going out at the same time.
Lead and seminar follow-up
Web inquiries and seminar attendees get a fast reply and land in your intake pipeline instead of an inbox.
Chasing missing information
Automatic reminders that list exactly what's still missing (beneficiary details, account statements, a guardian choice), so your paralegal doesn't have to remember to ask.
Asset inventory from the paperwork
Statements and deed copies clients send become a structured asset list that drafting and funding can both use.
Design meeting prep, done before you sit down
A one-page summary from intake: family tree, assets, and flags for the attorney, like a blended family or out-of-state property.
Drafted documents that come out formatted
Plans generated from your templates come out clean, so staff stop fixing fonts, numbering, and signature blocks by hand.
A plain-English summary of the plan
A one-to-two-page explanation for the client, drafted with AI and reviewed by the attorney. Clients love it, and it saves you explaining the same structure on every call.
Pre-signing consistency check
Names, dates, fiduciaries, and cross-references checked across every document before anything is printed. AI flags it; a person makes the call.
Signing ceremony coordination
The client, two witnesses, and a notary lined up in one time slot, with confirmations and reminders sent automatically.
The post-signing package
Signed documents scanned, the client binder or portal upload put together, and the "here's what happens next" letter sent once the attorney approves it.
Most money is left here
Trust funding, tracked to the finish
Letters to banks and brokerages, beneficiary designation forms, and deed prep, plus a tracker showing what's been retitled. An unfunded trust doesn't do its job, and most firms don't have a good system for this.
Review outreach that brings clients back
Reminders every few years or after life events, inviting clients to update their plan. Repeat work from clients you already have.
Maintenance programs that run themselves
Billing, renewals, and check-ins for your yearly plan-maintenance program, mostly on autopilot.
Keeping referral partners in the loop
With the client's permission, a copy or summary goes to their CPA or financial advisor, the people who send you the most new clients.
Opening the matter
Intake from the family, the death certificate collected, and a deadline calendar set up for things like creditor notice periods.
Probate forms and court deadlines
Repetitive forms filled in from data you already have, with deadlines tracked.
Beneficiaries kept informed
Regular status updates, approved by the attorney, go out so families aren't calling the office every week.
Assets and accounting, logged as you go
Accounts, values, and distributions recorded as they're found, ready for the accounting.
Calls answered, routed, and logged
Every call gets answered, sent to the right person, and logged in your matter, without someone typing up notes.
Review requests after signing
A review request goes out after a plan is signed. (Your firm should check the Florida Bar's rules on testimonials before turning this on.)
Seminar invites and newsletters
Invites, newsletters, and blog posts drafted from the questions your clients actually ask, for you to review and send.
A weekly firm dashboard
Consults booked, conversion rate, matters waiting on the client, and plans signed but not yet funded, in one view every Monday.
Not a law firm? I still work with other small businesses. See what that looks like.
Watch it work
Enter a client questionnaire by hand, then watch it flow into Clio and WealthCounsel on its own.
Automated Client Intake Turn your device sideways to watch the demoWhat I offer
Not sure where to start? Begin with an Intake-to-Signing Teardown, or and we'll figure it out together.
Intake-to-Signing Teardown
$300 · 90 minutes
We spend 90 minutes walking one client's path through your firm and mark every re-key, handoff, and follow-up that falls on a person. You leave with a written summary: what to automate, what to skip, and a rough price to build it. If you move forward within 90 days, the fee credits toward a full audit or a build.
One-Workflow Build
$1,000 fixed · about a week
Pick one annoying task: consult reminders, engagement letters, missing-info reminders, signing coordination, funding follow-up. I build it, set it up in the tool you already use for it, and show you how it works. Price and finish line agreed in writing before I start.
One workflow lives inside one system. Intake from your questionnaire into Clio counts, even when Clio's built-in sync then carries it on to WealthCounsel. If it needs to connect tools that don't already talk to each other, or it turns out to be bigger than one workflow, I'll tell you up front and we'll scope it as a Larger Build instead.
Full Practice Audit
From $1,500, fixed fee
The Teardown looks at one workflow. This looks at the whole firm, from first inquiry to maintenance. What you get back is a plain-English writeup: what's actually worth automating, what your staff can probably just keep handling, and what I'd build for you if you wanted to move forward.
We scope it on the discovery call, and I quote a fixed fee before I start.
What I'm looking for
- Repetitive, manual steps. The stuff done the same way every time.
- Where your time actually goes, not just where you assume it goes
- Handoffs where things slip, especially between people or between tools
- Where your data already lives, and how easy it really is to get to
How I decide what's worth automating
Not everything that can be automated should be. I weigh how often something happens and how much time it costs against what it'd take to build and maintain. Risk matters too — a low-stakes reminder you send fifty times a week is a different call than a client document you sign twice a month. The audit tells you straight where the payoff's real, and where it isn't yet.
Your audit fee counts toward a build if you move forward within 90 days.
Larger Builds
Quoted per project
For anything bigger than one workflow: whatever your audit pointed to, or something you already know you want. We settle on scope first, in writing, so the price is set before I start. If it's a single task, that's the One-Workflow Build above.
Where it makes sense, I build with AI tools you already have, like Claude Code or Codex, instead of tacking on a new platform you'd be paying for separately.
How a quote gets built
- Several workflows at once: a handful of the tasks a One-Workflow Build would cover, scoped and built together so they share setup and hand off to each other cleanly.
- End-to-end, cross-system: connecting multiple tools into one workflow. A signed engagement letter opens the matter in your practice software, sends the intake questionnaire, and schedules the design meeting, without anyone touching it. Usually starts with a short paid discovery phase, since that's where surprises like to hide.
- Custom software: when nothing off-the-shelf actually does the job, I build it from scratch. Same discovery-first approach, often the same AI tools, just aimed at something bigger, like a funding tracker built around how your firm works.
Every quote spells out what "done" looks like before we start. Once something's live, Keep It Running below covers maintenance.
Keep It Running
$150/month
Automations need a little care: an app changes, a form breaks, you want a tweak. This covers monitoring, fixes, and up to 1 hour of small changes each month, so what I built keeps working. Extra time is $150/hr. Available after any build goes live.
Practice software updates often; I check your automations after each one.
AI Training for Your Firm
$1,500 per half-day
The hands-on follow-up to the CLE hour. A half-day session for your attorneys and staff, for up to 15 people. No jargon, no assumed background. Everyone leaves having built something with AI that they'll use on Monday. On-site within about two hours of Daytona Beach (farther out, travel is added), or remote.
Add the policy package (+$500): a draft written AI-use policy and client-consent language for your attorneys to review and adopt. I bring the template and what each tool does with your data; your attorneys make the legal calls.
AI Tutoring and Coaching
$150/hr
Sessions to help you actually understand and use AI tools. No assumed background, no jargon. One-on-one or a small group, remote or in person, whichever fits. Attorneys who want to learn the tools themselves are welcome. For a whole team, see AI Training for Your Firm. We go at your pace, whether that's general AI literacy or co-building something real together inside your own Claude Code or Codex.
CLE Courses
Free for bar groups · $200 in-house
One-hour programs approved by The Florida Bar for CLE credit. Free at bar association and legal group meetings. At your firm, in person, it's $200 flat.
Now available: AI in the Law Firm: Practical Uses, Real Risks, and Protecting Client Data. Approved for 1.0 General credit, including 1.0 Technology credit. Your attorneys see what AI tools do well, watch them fail on invented case files, and leave with a one-page checklist for using them safely.
How I handle your clients' information
Your clients trust you with their families and their finances. Here's how I protect that.
- It stays in your systems. I build inside the tools you already use. I don't copy client files to my own accounts.
- Business-grade AI only. Where AI touches client information, I use business plans with contractual commitments not to train on your data, and I'll show you the terms.
- An attorney reviews everything. Nothing I build sends documents or advice to a client without attorney sign-off.
- Least access, signed agreement. I sign your confidentiality agreement, use only the access a project needs, and remove it when we're done.
- Help with your obligations. I'll walk you through what each tool does with data, so you can decide on client consent and your firm's AI policy, in line with Florida Bar Ethics Opinion 24-1.
Some of what I've actually built
Not hypotheticals. Real projects, done for real businesses.
Estate planning
Intake and drafted documents, without the cleanup
Intake and drafted documents, without the cleanup
A Central Florida estate planning firm was generating plans from its practice software templates, and staff were reformatting every document by hand before it could go out. I built a formatter that turns template output into clean, ready-to-review documents, plus an intake automation that gets client information where it needs to go without re-typing.
E-commerce
Photos in, listing copy out
Photos in, listing copy out
A furniture resale business was burning real time writing a solid listing for every single piece it put on Shopify. Now the photos alone get a full draft listing going, and a handful of sharp follow-up questions fill in whatever the pictures can't show.
This business
I use this stuff on my own business, too
I use this stuff on my own business, too
CKW's own client leads come from a pipeline I put together myself. It finds prospects, weeds out the ones that aren't a fit, and keeps outreach moving without me babysitting it. Selling automation and not running on any myself would be a little rich.
What clients say
REPLACE ME — one line introducing the testimonials.
REPLACE ME — a real client quote goes here. One or two sentences about the result, in the client's own words.
REPLACE ME — a real client quote goes here. One or two sentences about the result, in the client's own words.
REPLACE ME — a real client quote goes here. One or two sentences about the result, in the client's own words.
Serving Central Florida in person, and Florida firms remotely
In-person audits, builds, and workshops within about two hours of Daytona Beach. Everything else works remotely.
Prefer to talk first? Call 321-300-5035 or email cameron@ckwconsultingservices.com.
About Me
A bit more about me
I'm Cameron. I'm a Florida native, I graduated from Winter Springs High School before heading to UCF. I still live here, now up in New Smyrna Beach with my wife and our two kids (4 and 1), on a small piece of land where I've been slowly building out a food forest in whatever spare time I can find.
My path here wasn't a straight line. I've been a front end developer, a QA guy, a philosophy teacher at Valencia College, and for a few years I taught English overseas and Mandarin back in the States. I taught myself to code and taught myself AI development mostly by doing it, no real formal training, just a lot of time and effort.
Outside of work I've got a pretty wide range of interests. I like to watch tv at night with my wife and a glass of wine or beer. I like to garden and live in a community of families that garden together. My kids are young enough that most nights end with a book and not much else, a temporary and unique kind of good.
Professionally, I help small estate planning firms, and the occasional other small business, get comfortable with AI: cutting through the hype to figure out what it actually changes about how the work gets done. That's what I do through CKW Consulting.
My mom has practiced estate planning law for years, so I grew up around how these firms actually run.