Asolo

An AI co-pilot for estate planning attorneys.

Asolo tracks every client plan, surfaces review triggers, and turns one-time documents into long-term relationships — with attorney review on every output.

See it with your practice See pricing
Designed to support ABA Formal Opinion 512. Zero data retention.
Tuesday Briefing
7:00 AM
Three things before your 10am with the Hendersons.
Marie Henderson appears on a Boulder County deed transfer, Nov 15. Worth confirming her contingent beneficiary status on the 2019 trust. deed · 11.15
Bob Patterson still hasn't replaced his executor. You flagged this in March. matter · open
Whitfield meeting moved to 4pm. Diana's assistant, 7:43 last night. calendar · 11.17
#1
"The number one reason that estate plans fail is because they are outdated."
WealthCounsel · Industry Trends Survey

What Asolo does.

Memory across years

Every email, meeting, document, and conversation. Searchable. Every answer cites its source.

Review-trigger radar

Obituaries, deed transfers, court filings — matched against your client list. Surfaced before they become problems.

Attorney review on every output

Asolo drafts and surfaces. You decide. Nothing reaches a client without your approval.

Ask anything about your practice.

Every answer cites its sources. Verify before you act.

When did I last talk to the Hendersons about the irrevocable trust?
October 14. Phone call, 47 minutes. You discussed funding the trust with the Boulder property and the GST exemption allocation. Marie raised her contingent beneficiary status.

You committed to circulating an updated trust amendment by end of month. The draft is in your unsent folder, last edited October 16.
Calendar event 10.14 · Phone log 10.14 · Email draft 10.16
Also handles
Structured queries
"Show me clients with revocable trusts and minor beneficiaries."
Drafting in your voice
Follow-ups from meeting transcripts. Email drafts from your historical patterns.
Daily briefings
Tomorrow's meetings with context. Open commitments. Quiet threads.

Built for the rules you practice under.

Asolo is designed to support supervised compliance with ABA Formal Opinion 512 (July 2024) and the Model Rules it interprets.

RULE 1.1 · COMPETENCE
Verifiable outputs
Every Asolo response cites its sources. You verify before you act. Op. 512 requires "an appropriate degree of independent verification" — Asolo makes it one click.
RULE 1.6 · CONFIDENTIALITY
Zero data retention
Processed via Anthropic API under a DPA. Your client data is never used to train any model. Sub-processor list published.
RULE 1.4 · COMMUNICATION
Disclosure templates included
Asolo includes client-disclosure language and engagement letter addenda meeting Op. 512's informed-consent requirements.
RULE 5.3 · SUPERVISION
Human-in-the-loop by design
Asolo surfaces, drafts, and recommends. Sending, filing, and client-facing actions require your explicit approval. Always.
AES-256 at rest TLS 1.3 in transit SOC 2 Type II in progress GDPR · CCPA readiness program Sub-processor list published

What Asolo does. What it doesn't.

DOES
  • Track every client matter and review trigger
  • Recall any past conversation, email, or document
  • Draft in your voice from your historical patterns
  • Brief you on every meeting before it starts
  • Cite the source on every output
  • Hand off to WealthCounsel, Gavel, or your drafting tool of choice
DOES NOT
  • Send anything without your explicit approval
  • Replace your legal judgment
  • Train on your client data
  • Scrape social media or private records
  • Handle litigation or contested matters
  • Provide legal advice to your clients directly

Connects to your email, calendar, and practice management.

Asolo connects to the tools you already use.

Gmail
Outlook
Google Calendar
Teams
Zoom
Clio
MyCase
Smokeball
PracticePanther
DocuSign
WealthCounsel
Gavel
NetDocuments
Dropbox
OneDrive
Lawmatics
LawPay
+ 28 more
Open-standard support (IMAP, CalDAV) for firms not on Google or Microsoft.

Pricing.

Solo
$149 /seat/month
Billed monthly
  • Email/calendar + one practice management system
  • Daily briefing
  • 300 cross-matter queries/month
  • Mobile dictation + photo capture
See it with your practice
Most Popular
Professional
$249 /seat/month
Billed monthly
  • All 45+ integrations
  • Review-trigger radar
  • Unlimited queries and drafting
  • Meeting intelligence (Zoom, Teams)
  • WealthCounsel and Gavel handoffs
  • Meeting prep notifications
  • Priority support
See it with your practice
Firm
$399 /seat/month
Minimum 3 seats
  • Everything in Professional
  • Shared firm memory with ethical walls
  • SSO (SAML 2.0)
  • Dedicated customer success
  • Audit trails
  • Supervisor review workflows
Contact us

See it with your practice.

A 30-minute walkthrough with your actual workflow. No setup required.

See it with your practice