For Estate & Probate Law Firms

Give every attorney their own AI paralegal.

Button gives every person at your firm a tireless junior paralegal — recording consults, building case files, and drafting court-ready filings, so your team can focus on the law.

See it in action

Talk to a human

●Recording
“”
●Death Certificate
Name Jennifer Thompson
DOD 03/15/2025
↓ extracted ↓
Key Facts0 found
Decedent
●Jennifer Thompson
Date of Death
●March 15, 2025
Residence
●5678 Ocean Dr, FL
Personal Rep
●Sarah Thompson
Will Date
●Sep 3, 2019
Jurisdiction

WORKS ALONGSIDE THE TOOLS YOU ALREADY USE

  • Google Drive

  • Gmail

  • Dropbox

  • Slack

  • Salesforce

  • Outlook

  • Word

  • Excel

  • Acrobat

Sound familiar?

Estate administration is broken.

  • I spent three hours yesterday reformatting the same petition because the court changed their requirements. Again.

    FL

    Solo practitioner

    Estate & probate

  • My paralegal keeps a spreadsheet of spreadsheets. That’s how we track 60 open estates. It’s held together with duct tape.

    TX

    Managing partner

    4-attorney firm

  • The beneficiary called for the fourth time this week. I don’t have an update. I don’t even know where the file is.

    NY

    Associate attorney

    Trust & estate practice

  • I bill hours I can’t capture because half my day is chasing documents that should already be in the file.

    MA

    Partner

    Boutique firm

  • Clients think we forgot about them. We didn’t — we just can’t see the whole picture across forty open matters.

    RW

    Principal

    Solo practice, WA

  • I lost my lead paralegal for the third time in two years. She kept half the firm in her head — every client, every case, where it all stood. Then she’s gone, and there’s nothing to hand off.

    MP

    Managing partner

    3-attorney firm, FL

  • We turn down probate cases because we literally can’t handle more. The admin work is the bottleneck, not the law.

    CA

    Senior partner

    Mid-size firm

  • I’ve missed two creditor notice deadlines this year. Not because I forgot -- because I was buried in paperwork for other estates.

    OH

    Paralegal

    Elder law firm

  • Every new associate asks me the same thing: ‘Is there a better way to do this?’ I’ve been saying ‘no’ for 15 years.

    IL

    Of counsel

    Estate planning

  • Onboarding a new estate means rebuilding the same checklist from memory every single time.

    AZ

    Office manager

    Probate firm

  • I’ve stopped promising timelines. Every estate finds a new way to stall on paperwork.

    DH

    Senior associate

    Wills & trusts, GA

  • An angry client calls demanding to know why they haven’t heard from us in weeks. The honest answer? No one’s touched their file.

    SP

    Senior partner

    Estate & probate, NC

Settle estates faster than you can say
notice to creditors

Keep the whole matter moving with AI agents, so you can focus on judgment calls that actually require an attorney.

  • Intake

    Guided intake forms, note sync, coaching on missing info

    1–2 hrs → 15–20 min

  • Consultation

    AI-prepped client summary → structured intake notes

    1–2 hrs → 30–60 min

  • Fact Gathering

    Extract from documents → structured estate schedule

    2–4 hrs → 30–45 min

  • Review

    Button surfaces citations, tracks gaps, approval workflow

    2–3 hrs → 30–45 min

  • Drafting

    AI structure → attorney voice

    3–5 hrs → 45–90 min

  • Client Comms

    Structured status updates → clear client deliverables

    1–2 hrs → 15–20 min

  • Intake

    Guided intake forms, note sync, coaching on missing info

    1–2 hrs → 15–20 min

  • Consultation

    AI-prepped client summary → structured intake notes

    1–2 hrs → 30–60 min

  • Fact Gathering

    Extract from documents → structured estate schedule

    2–4 hrs → 30–45 min

  • Review

    Button surfaces citations, tracks gaps, approval workflow

    2–3 hrs → 30–45 min

  • Drafting

    AI structure → attorney voice

    3–5 hrs → 45–90 min

  • Client Comms

    Structured status updates → clear client deliverables

    1–2 hrs → 15–20 min

  • Intake

    Guided intake forms, note sync, coaching on missing info

    1–2 hrs → 15–20 min

  • Consultation

    AI-prepped client summary → structured intake notes

    1–2 hrs → 30–60 min

  • Fact Gathering

    Extract from documents → structured estate schedule

    2–4 hrs → 30–45 min

  • Review

    Button surfaces citations, tracks gaps, approval workflow

    2–3 hrs → 30–45 min

  • Drafting

    AI structure → attorney voice

    3–5 hrs → 45–90 min

  • Client Comms

    Structured status updates → clear client deliverables

    1–2 hrs → 15–20 min

~60%

~60%

Reduction in time spent on case admin tasks

0

0

Filings leave your firm without your sign-off

Wes Harvin
Wes Harvin

“Button has completely transformed how we handle probate. What used to take days of backlogs and reviews now gets done in seconds.”

“Button has completely transformed how we handle probate. What used to take days of backlogs and reviews now gets done in seconds.”

The Estate, Trust, and Elder Law Firm

Wes Harvin, Esq, LL.M.

Senior Partner, The Estate, Trust, and Elder Law Firm

Scale your practice without scaling headcount.

Delegate work to AI that scales with each new matter

Just say what you need. Button works alongside your team like a first-class member of the firm.

Ask Button
Catch me up on the Rodriguez estate — I have a call in 5 minutes.
Ask anything about your firm…

Turn every call into a structured case.

01 / Capture

AI consult recording
Press record on any client meeting. Button transcribes the conversation and extracts every relevant fact — names, dates, assets, beneficiaries — directly into a structured case file. Zero note-taking required.
Document intelligence
Upload wills, bank statements, tax returns, death certificates — any document. Button reads it, identifies the relevant data, and populates your case file. No re-typing what already exists on paper.
Living case file
Every conversation, document, and email feeds into one auto-assembled record per matter. Always current, always searchable — and always ready for your next filing or client update.
Initial ConsultRecording02:14
19th Judicial Circuit · FL
Client
"…she left everything to her two children in equal shares."
↓ caught in real time

02 / Automate

From handwritten notes
to court-ready filings.

Court-ready drafts
Petitions, notices, inventories — generated from your case data and formatted for your jurisdiction. Review, approve, and file. No reformatting, no copy-paste.
Approve once, generate everything
Your estate information sheet becomes the single source of truth. Approve the facts once, and Button generates every pleading in the packet from them — petition, oath, notices, inventory.
Smart correspondence
Client updates, creditor notices, and distribution letters drafted automatically from case data. Every communication is accurate, professional, and ready for your review.
Petition for Administration●drafted
19th Judicial Circuit · FL
IN THE CIRCUIT COURT, 19TH JUDICIAL CIRCUIT — ST. LUCIE COUNTY, FLORIDA
In re: Estate of
Petitioner states the decedent died on …
Bond amount — needs your input
Auto-filled from case file · 1 field left

03 / Orchestrate

Keep every case moving.

Multi-party coordination
Courts, banks, government agencies, beneficiaries — Button keeps every thread moving. See who is waiting on what, and what needs a nudge.
Caseload dashboard
A real-time bird's-eye view of every estate's status, bottlenecks, and next actions. Know exactly where each matter stands without digging through files.
Proactive follow-through
Button watches every matter for stalls and approaching deadlines, drafts the nudge, and flags it for your review — so nothing falls through the cracks.
Thompson Estate · Who we're waiting on
4 parties tracked
2 in progress · 1 needs a nudge
Why should a $400/hr attorney do $40/hr busywork?

Button takes the low-value admin off your plate — so your firm can grow revenue without growing headcount.

0%
less time per estate
2–3×
matters per paralegal
6–9 mo
to settle
0%
of the admin, off your plate

What changes with Button

Before

With Button

Initial consult to case file

3-4 hours

15 minutes

Petition drafting

2-3 weeks

2-3 hours

Staff hours per case

25-45 hrs

10-20 hrs

Time to settle

18-24 months

6-9 months

Results measured with one of our design partners — a Florida-based Trusts & Estates practice.

Up and running in days, not months

1

Connect your system of record.

One click. No migration, no data entry. Integrates with Clio today with more in the pipeline.

2

Add your templates & jurisdiction.

Upload your firm’s forms and court formats. Button maps them once — then drafts in your firm’s style.

3

Record your consults.

Press record. Button transcribes, extracts every fact, and builds the case file automatically.

4

Review, approve, file.

Button surfaces drafts and next steps. Nothing leaves the firm without your sign-off.

More matters.

Faster filings.

Fewer missed deadlines.

See what Button gives back.

10
5 hrs
0
hours of paperwork back per year
≈ 1 extra work-weeks — without adding headcount.

Estimate based on ~60% reduction in paperwork time. Your results will vary.

Give every attorney their own AI paralegal

Give every attorney their own AI paralegal

Talk to a human

Book a walkthrough to transform your firm with Button.

© 2026 Button - The AI Paralegal for Estate Law Firms