The cap on a solo probate 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. License it, put your own brand on it, and run your existing book at three to five times the volume.
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 software company AND an LDA. We build the software; you do the work only you can do. The platform erases the templating hours on every case while keeping you the preparer of record on every page.
This is where graduates land — and where established LDAs can start directly. The license is the main way in: you bring your clients, we provide the engine, you keep the relationship. Receiving cases from our own consumer funnel is a smaller, invitation-only program while we're still building that demand.
License = open · Network = by invitation
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. This is a small, invitation-only program today — we're still building consumer demand, and volume is not something to plan a practice around.
"Established LDAs with spare capacity who want occasional clean, pre-qualified work on top of a practice that already stands on its own."
Run your own customer base on the license, and — if you're invited into the network — take referred cases too. The two queues are segregated in your dashboard: different agreements, different billing, same compliance story. Start with the license; the network is a supplement, not a substitute for your own book.
The license is the open route — your clients, your brand, our engine. The routed-case network is a small invitation-only program alongside it.
White-label portal, per-case fees, your branding, your clients. See the full platform flow with a live walkthrough — intake through packet delivery.
Occasional pre-qualified cases routed from ProbateClear, flat fee per filing. A small invitation-only program while we build consumer demand — a supplement to your own book, never a substitute for it.
If you're not a registered California LDA yet — or you are, but you've never run probate as a business — the platform isn't your first step. Winsighter Academy is eight live sessions taught by practicing CA probate LDAs, plus a done-with-you setup kit that gets the business actually open.