EstateScribe
Streamline estate planning with AI-powered document drafting, secure client portals, and workflow automation built for attorneys to save time and reduce errors.
Data updated Nov 11, 2026 · From public announcements
About EstateScribe
In the company's own words, reviewed by The Circle Desk.
Streamline estate planning with AI-powered document drafting, secure client portals, and workflow automation built for attorneys to save time and reduce errors.
Product Details
From public sources. EstateScribe can confirm or correct these by claiming the profile.
- AI
- AI features
- Security
- SOC 2 Type II
- Key features
- Contact and client management
- Trust accounting
- Document automation
- Calendar and deadlines
- Client portal
- Intake and lead management
- Reporting and analytics
- Secure messaging
Funding History
We have not tracked a public round for EstateScribe yet.
When EstateScribe announces a round, it will show up here and on the Funding Tracker. Follow to get an email when it does.
Quick Answers
- What does EstateScribe do?
- Streamline estate planning with AI-powered document drafting, secure client portals, and workflow automation built for attorneys to save time and reduce errors. Legal Tech Circle lists EstateScribe under Practice / Matter Management.
- What are the alternatives to EstateScribe?
- Other Practice Mgmt companies Legal Tech Circle tracks include Clio, Filevine, Lawhive, and Laurel. Compare them side by side on funding, investors and fit before you shortlist.
- Is EstateScribe SOC 2 compliant?
- Yes. EstateScribe lists SOC 2 Type II.
- Does EstateScribe use AI?
- Yes. EstateScribe includes AI features.
Source: Legal Tech Circle funding data, from public announcements. Updated November 10, 2026.