Less busywork.
More law.
AI-native operations for estate planning firms.
Your expertise at the center. Everything around it, connected.
Human expertise.
A new kind of infrastructure.
You lead the
legal work.
Your judgment, your client relationships, your standards. Dexter brings the surrounding work into a connected, AI-native operation.
AI-powered.
01A clearer start.
Bring client conversations, questionnaires, and supporting documents together. Turn scattered information into a structured starting point.
CLIENT INTAKE & INFORMATION02Preparation, connected.
Connect document preparation with your firm’s knowledge and review process. Keep legal judgment and final approval with your attorneys.
DRAFTING & ATTORNEY REVIEW03Better follow-through.
Bring visibility to signing, funding tasks, and the next client touchpoint. A connected practice keeps moving beyond the draft.
EXECUTION & ONGOING CAREOne matter.
A continuous flow.
From the first conversation to the care that follows. Designed as one connected operation, with your attorneys at the moments that matter.
Client onboarding
A confident first stepInformation
The right contextDesign & review
Your expertise, appliedSigning
The details, alignedTrust funding
Intent into actionOngoing care
A lasting relationshipA better practice.
Built together.
↗For estate planning firms ready to explore an AI-native way of working.
sang@lazydevz.com