Open appArven helps solo and small firms set scope and fee, generate the engagement agreement, collect dynamic intake, resolve missing information, and prepare for drafting—without becoming another drafting system.
Estate planning matter
Next: Confirm services, fees, and payment terms for this matter.
Matter progress
1 of 8 steps complete
Selected services
Core estate plan
Selected subtotal
$3,900
50% due at engagement. Balance due before signing.
One connected workflow
Detailed intake begins after engagement. The same information then moves through client or staff entry, attorney review, missing-information resolution, and a clean drafting handoff.
Start with the client, matter details, and a clear owner.
Select services, set pricing and payment terms, then lock the scope.
Create a versioned engagement agreement from the confirmed scope, fee, and terms.
Let the client self-serve securely or complete the same questionnaire with staff.
Review the collected estate-planning information before it reaches drafting.
Assign, clarify, and close gaps without searching across email, notes, and forms.
Organize the reviewed facts into a clean, deliberate drafting handoff.
Use the reviewed drafting plan in the software your firm already trusts.
Built around the work
Fast engagement
Choose services, apply or override the firm’s default fee, set payment terms, and confirm the scope before detailed intake begins.
Versioned agreement
Generate the agreement from the locked scope, fee, payment terms, and the firm’s template—then preserve the version history.
One intake, two paths
Clients can complete intake through a secure link, while attorneys and staff can assist using the exact same progressive questionnaire.
Review to handoff
Surface missing information, assign follow-up, preserve resolution notes, and build toward a clean Copy Drafting Plan handoff.
Focused by design
Arven owns the pre-drafting workflow. Your dedicated drafting software remains the place where the attorney makes detailed drafting decisions and produces the legal documents.
Arven · Before drafting
Your drafting software
Frequently asked questions
A focused product is easier to understand, adopt, and trust. These are the boundaries of the current MVP.
Arven is the workflow layer before estate-planning drafting software. It helps a solo or small firm move a matter through scope, fee, engagement, dynamic intake, attorney review, missing-information resolution, and a clean drafting handoff.
No. Arven organizes the work leading up to drafting, while the firm’s dedicated drafting system remains the place for detailed drafting decisions and document production. The near-term direction is a clean Copy Drafting Plan handoff, with integrations as a possible future path.
Arven concentrates on information collected from clients or entered with staff assistance, then organizes it for attorney review. It is not intended to make attorneys enter detailed drafting decisions twice when those decisions belong in their drafting software.
The questionnaire reveals relevant sections as answers develop. A married client sees spouse questions, parents see child questions, minor children trigger guardian questions, and real estate or business ownership opens the appropriate detail sections.
Arven is designed for solo and small estate-planning firms that already rely on dedicated drafting software and want a faster, more consistent workflow before drafting begins.
The MVP supports matter setup, scope and fee confirmation, payment terms, versioned engagement agreement generation or external tracking, secure intake invitations, progressive estate-planning intake, and review-item resolution. Drafting Plan handoff and direct drafting-software integrations represent the product direction, not current integration claims.
We’re working with a small group of estate-planning firms to make engagement, intake, attorney review, and drafting handoff feel like one connected workflow.
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