Button AI - AI Paralegals for Estate Administration

For Trust & Estate Law Firms

Give every estate attorney their own AI paralegal.

Button gives every person at your firm a tireless junior paralegal — recording consults, building case files, and drafting court-ready filings, so your team can focus on the law.

Button gives every person at your firm a tireless junior paralegal - recording consults, building case files, and drafting court-ready filings, so your team can focus on the law.

See it in action

Talk to a human

●Recording

“”

●Death Certificate

Name Jennifer Thompson

DOD 03/15/2025

↓ extracted ↓

Key Facts0 found

Decedent

●Jennifer Thompson

Date of Death

●March 15, 2025

Residence

●5678 Ocean Dr, FL

Personal Rep

●Sarah Thompson

Will Date

●Sep 3, 2019

Jurisdiction

WORKS ALONGSIDE THE TOOLS YOU ALREADY USE

Google Drive
Gmail
Dropbox
Slack
Salesforce
Outlook
Word
Excel
Acrobat

Sound familiar?

Estate administration is broken.

I spent three hours yesterday reformatting the same petition because the court changed their requirements. Again.
FL
Solo practitioner
Estate & probate
My paralegal keeps a spreadsheet of spreadsheets. That’s how we track 60 open estates. It’s held together with duct tape.
TX
Managing partner
4-attorney firm
The beneficiary called for the fourth time this week. I don’t have an update. I don’t even know where the file is.
NY
Associate attorney
Trust & estate practice
I bill hours I can’t capture because half my day is chasing documents that should already be in the file.
MA
Partner
Boutique firm
Clients think we forgot about them. We didn’t — we just can’t see the whole picture across forty open matters.
RW
Principal
Solo practice, WA
I lost my lead paralegal for the third time in two years. She kept half the firm in her head — every client, every case, where it all stood.
MP
Managing partner
3-attorney firm, FL

We turn down probate cases because we literally can’t handle more. The admin work is the bottleneck, not the law.
CA
Senior partner
Mid-size firm
I’ve missed two creditor notice deadlines this year. Not because I forgot -- because I was buried in paperwork for other estates.
OH
Paralegal
Elder law firm
Every new associate asks me the same thing: ‘Is there a better way to do this?’ I’ve been saying ‘no’ for 15 years.
IL
Of counsel
Estate planning
Onboarding a new estate means rebuilding the same checklist from memory every single time.
AZ
Office manager
Probate firm
I’ve stopped promising timelines. Every estate finds a new way to stall on paperwork.
DH
Senior associate
Wills & trusts, GA
An angry client calls demanding to know why they haven’t heard from us in weeks. The honest answer? No one’s touched their file.
SP
Senior partner
Estate & probate, NC

Settle estates faster than you can say
notice to creditors

Keep the whole matter moving with AI agents, so you can focus on judgment calls that actually require an attorney.

Intake
Guided intake forms, note sync, coaching on missing info
1–2 hrs → 15–20 min
Consultation
AI-prepped client summary → structured intake notes
1–2 hrs → 30–60 min
Fact Gathering
Extract from documents → structured estate schedule
2–4 hrs → 30–45 min
Review
Button surfaces citations, tracks gaps, approval workflow
2–3 hrs → 30–45 min
Drafting
AI structure → attorney voice
3–5 hrs → 45–90 min
Client Comms
Structured status updates → clear client deliverables
1–2 hrs → 15–20 min

Intake
Guided intake forms, note sync, coaching on missing info
1–2 hrs → 15–20 min
Consultation
AI-prepped client summary → structured intake notes
1–2 hrs → 30–60 min
Fact Gathering
Extract from documents → structured estate schedule
2–4 hrs → 30–45 min
Review
Button surfaces citations, tracks gaps, approval workflow
2–3 hrs → 30–45 min
Drafting
AI structure → attorney voice
3–5 hrs → 45–90 min
Client Comms
Structured status updates → clear client deliverables
1–2 hrs → 15–20 min

Intake
Guided intake forms, note sync, coaching on missing info
1–2 hrs → 15–20 min
Consultation
AI-prepped client summary → structured intake notes
1–2 hrs → 30–60 min
Fact Gathering
Extract from documents → structured estate schedule
2–4 hrs → 30–45 min
Review
Button surfaces citations, tracks gaps, approval workflow
2–3 hrs → 30–45 min
Drafting
AI structure → attorney voice
3–5 hrs → 45–90 min
Client Comms
Structured status updates → clear client deliverables
1–2 hrs → 15–20 min

~60%

Reduction in time spent on case admin tasks

0

Filings leave the firm without your sign-off

“Button has completely transformed how we handle probate. What used to take days of backlogs and reviews now gets done in seconds.”

Wes Harvin, Esq, LL.M.

Senior Partner

HOW IT WORKS

AI that scales with each new matter

Just say what you need. Button works alongside your team like a first-class member of the firm.

Ask Button

Catch me up on the Rodriguez estate — I have a call in 5 minutes.

Ask anything about your firm…

Turn every call into a structured case.

01 / Capture

AI consult recording

Press record on any client meeting. Button transcribes the conversation and extracts every relevant fact — names, dates, assets, beneficiaries — directly into a structured case file. Zero note-taking required.

Document intelligence

Upload wills, bank statements, tax returns, death certificates — any document. Button reads it, identifies the relevant data, and populates your case file. No re-typing what already exists on paper.

Living case file

Every conversation, document, and email feeds into one auto-assembled record per matter. Always current, always searchable — and always ready for your next filing or client update.

Initial ConsultRecording02:14

19th Judicial Circuit · FL

Client

"…she left everything to her two children in equal shares."

↓ caught in real time

AI consult recording

Document intelligence

Living case file

Every conversation, document, and email feeds into one auto-assembled record per matter. Always current, always searchable — and always ready for your next filing or client update.

02 / Automate

From handwritten notes
to court-ready filings.

From handwritten notes to court-ready filings.

Court-ready drafts

Petitions, notices, inventories — generated from your case data and formatted for your jurisdiction. Review, approve, and file. No reformatting, no copy-paste.

Approve once, generate everything

Your estate information sheet becomes the single source of truth. Approve the facts once, and Button generates every pleading in the packet from them — petition, oath, notices, inventory.

Smart correspondence

Client updates, creditor notices, and distribution letters drafted automatically from case data. Every communication is accurate, professional, and ready for your review.

Petition for Administration●drafted

19th Judicial Circuit · FL

IN THE CIRCUIT COURT, 19TH JUDICIAL CIRCUIT — ST. LUCIE COUNTY, FLORIDA

In re: Estate of
Petitioner states the decedent died on …

Bond amount — needs your input

Auto-filled from case file · 1 field left

Court-ready drafts

Petitions, notices, inventories — generated from your case data and formatted for your jurisdiction. Review, approve, and file. No reformatting, no copy-paste.

Approve once, generate everything

Your estate information sheet becomes the single source of truth. Approve the facts once, and Button generates every pleading in the packet from them — petition, oath, notices, inventory.

Smart correspondence

Client updates, creditor notices, and distribution letters drafted automatically from case data. Every communication is accurate, professional, and ready for your review.

03 / Orchestrate

Keep every case moving.

Multi-party coordination

Courts, banks, government agencies, beneficiaries — Button keeps every thread moving. See who is waiting on what, and what needs a nudge.

Caseload dashboard

A real-time bird's-eye view of every estate's status, bottlenecks, and next actions. Know exactly where each matter stands without digging through files.

Proactive follow-through

Button watches every matter for stalls and approaching deadlines, drafts the nudge, and flags it for your review — so nothing falls through the cracks.

Thompson Estate · Who we're waiting on

4 parties tracked

2 in progress · 1 needs a nudge

Multi-party coordination

Courts, banks, government agencies, beneficiaries — Button keeps every thread moving. See who is waiting on what, and what needs a nudge.

Caseload dashboard

A real-time bird's-eye view of every estate's status, bottlenecks, and next actions. Know exactly where each matter stands without digging through files.

Proactive follow-through

Button watches every matter for stalls and approaching deadlines, drafts the nudge, and flags it for your review — so nothing falls through the cracks.

Why should a $400/hr attorney do $40/hr busywork?

Button takes the low-value admin off your plate — so your firm can grow revenue without growing headcount.

less time per estate

2–3×

matters per paralegal

6–9 mo

to settle

of the admin, off your plate

less time per estate

2–3×

matters per paralegal

6–9 mo

to settle

of the admin, off your plate

What changes with Button

Before

With Button

Initial consult to case file

3-4 hours

15 minutes

Petition drafting

2-3 weeks

2-3 hours

Staff hours per case

25-45 hrs

10-20 hrs

Time to settle

18-24 months

6-9 months

Results measured with one of our design partners — a Florida-based Trusts & Estates practice.

Up and running in days, not months

Up and running
in days, not months

Connect your system of record.

One click. No migration, no data entry. Integrates with Clio today with more in the pipeline.

Add your templates & jurisdiction.

Upload your firm’s forms and court formats. Button maps them once — then drafts in your firm’s style.

Record your consults.

Press record. Button transcribes, extracts every fact, and builds the case file automatically.

Review, approve, file.

Button surfaces drafts and next steps. Nothing leaves the firm without your sign-off.

Connect your system of record.

One click. No migration, no data entry. Integrates with Clio today with more in the pipeline.

Add your templates & jurisdiction.

Upload your firm’s forms and court formats. Button maps them once — then drafts in your firm’s style.

Record your consults.

Press record. Button transcribes, extracts every fact, and builds the case file automatically.

Review, approve, file.

Button surfaces drafts and next steps. Nothing leaves the firm without your sign-off.

More matters.

Faster filings.

Fewer missed deadlines.

See what Button gives back.

Probate matters per year10

Hours of paperwork per matter5 hrs

hours of paperwork back per year

≈ 1 extra work-weeks — without adding headcount.

Estimate based on ~60% reduction in paperwork time. Your results will vary.

Give every attorney their own AI paralegal

Talk to a human

Book a walkthrough to transform your firm with Button.