California's $3-billion-a-year probate paperwork problem belongs to LDAs under §6400 — but the cap on a solo practice has always been four hours of templating per case. We built the AI-native operating system that erases those four hours, while keeping you the preparer of record on every page.
Five jobs that used to eat ~4 hrs per case. Now they happen in ~20 min — under your sign-off, with a per-field audit trail attached. Every screen below is real product UI; nothing here is a stock illustration.
OCR + LLM extraction pulls the decedent's name, DOD, county, place-of-death, SSN — with confidence scores per field. You review the highlights; the engine never auto-marks a field "complete."
Caught before you waste time on review.
DE-221, DE-160, creditor notices — drafted from intake, ready for your sign-off.
Every field shows where it came from and who confirmed it. Your audit trail is built passively.
Every case visible at a glance. Pilot, Licensed, Standard — segmented by tab.
Customers see live status under your firm's name (Model 2) or under ProbateClear (Model 1).
California has more probate paperwork than there are LDAs to handle it. Most families don't know they can avoid the lawyer entirely. Most LDAs don't have the marketing reach or the workflow tools to scale into the gap. We're building both halves of the bridge.
Families assume probate means a lawyer, a retainer, and months of phone tag. Most don't realize they can DIY the paperwork — and the law specifically allows an LDA to do the document prep for them. We educate at ProbateClear.com, then route to qualified LDAs.
You can't be a marketer, a software company, AND an LDA. We do the first two; you do the work only you can do. The platform is part workflow engine, part outreach channel — both built around keeping you the preparer of record.
Same software. Same legal architecture. Same compliance story. The only thing that changes is who owns the customer relationship — and which direction the per-case fee runs.
Sign one · Sign both · Switch later
Your retained customers, your brand, your prices. We're the engine; you're the firm. You own the customer relationship from intake through filing.
winsighter.com/with/your-firm with your logo, colors, support email."LDAs with their own client base who want to scale without building software, hiring staff, or losing the customer relationship."
We acquire the customer; you do the legal review and file. Pre-qualified, packet-ready cases arrive in your dashboard for the counties you cover.
"Established LDAs with capacity for additional cases who want clean, pre-qualified work without the marketing burden."
Take referred cases AND run your own customer base. The two queues are segregated in your dashboard — different agreements, different billing, same compliance story.
Still have questions? Email us at partners@winsighter.com.
Same platform, same legal architecture. Different entry points depending on what you need.
5 free cases, 60 days, white-label from day one. Walk away at the end of the pilot or convert to a paid license — your call, zero pressure.
Pre-qualified, packet-ready cases routed to you from ProbateClear.com. Flat fee per filing, net 48h ACH. No acquisition cost, no exclusivity.
White-label portal, per-case fees, your branding. See the full platform flow with a live walkthrough — intake through packet delivery.