Guided questionnaires
Clients answer estate planning questions through a structured portal that syncs into the attorney drafting workflow.
Secure Client Portal
A client portal built around estate planning intake and documents.
Statular gives estate planning clients a secure place to complete questionnaires, upload documents, review information, and access final estate planning materials without sending sensitive details through email.
Product Surface
Secure Client Portal
Estate planning intake asks clients to share family details, assets, fiduciary choices, beneficiary information, and sensitive documents. The portal should match the seriousness of that data.
Questionnairessync into drafting interviews
Uploadsclient document collection
Vaultsecure document access
Secure document exchange
Request and collect deeds, financial statements, existing estate plans, and signed documents without relying on scattered email attachments.
Client document access
Give clients a durable place to access final documents and key estate planning materials after the drafting matter closes.
Workflow
How it works in a matter
01
Invite the client
Send the client a branded portal invitation connected to the matter and questionnaire package.
02
Collect intake and uploads
Clients complete guided questions, upload requested documents, and save progress if they need to come back later.
03
Review and draft
Attorney-facing interviews receive the client data so the firm can review, adjust, and generate documents.
Common client portal uses
- Estate planning questionnaires
- Trust administration questionnaires
- Probate intake questionnaires
- Document requests and uploads
- Final document storage and access
Security posture
- Authenticated client access
- Encrypted cloud storage
- Controlled document sharing
- Firm-managed matter access
Questions
Common attorney questions
Can clients complete estate planning intake online?
Statular includes client-facing questionnaires for estate planning and related workflows. The attorney reviews the responses before generating documents.
Is the client portal only for documents?
The portal supports questionnaires, document uploads, final document access, and collaboration around the matter.