For Tennessee Attorneys

Stop wrestling with
disjointed intake.

Posterity delivers a clean, standardized intake packet that lets you focus strictly on high-value legal analysis and counsel. Reclaim your billable hours.

3x

Faster intake process

85%

Reduction in back-and-forth

100%

TN jurisdiction compliance

Why attorneys choose Posterity

Built by people who understand the demands of legal practice.

Reclaim Billable Hours

Stop spending time on intake calls and disjointed client notes. Posterity delivers a clean, standardized packet so you can focus on high-value legal work.

Attorney-Ready Summaries

Every client submission generates a structured, professional summary ready for your immediate review — no reformatting, no chasing missing information.

Higher Conversion Rates

A guided, professional intake experience builds client trust before the first meeting, dramatically improving your consultation-to-engagement conversion.

Risk Flagging Built In

Complex or high-risk cases are automatically identified and routed to a consultation before any drafting occurs — protecting you and your clients.

Scalable Client Management

Handle more clients without adding staff. Posterity's structured workflow scales with your practice without sacrificing quality.

Tennessee-Specific Compliance

Built exclusively for Tennessee jurisdiction. Every intake question, disclaimer, and workflow is designed with TN estate law in mind.

Your new intake workflow

Four simple steps that transform your practice.

01

Send the Link

Share a branded intake link with your prospective client — via email, your website, or text.

02

Client Completes Intake

Your client answers plain-language questions about their family, assets, and wishes at their own pace.

03

Receive Structured Packet

Posterity generates a clean, attorney-ready summary and draft packet delivered directly to your dashboard.

04

Review & Advise

You review the structured summary, make professional adjustments, and deliver high-value counsel — not data entry.

What you receive with every intake

  • Complete family structure summary
  • Asset inventory with categorization
  • Client's stated wishes and preferences
  • Risk flags and complexity indicators
  • Suggested document checklist
  • Attorney-ready draft packet

Sample Intake Summary

ClientJohn & Mary Smith
FamilyMarried, 2 children
AssetsPrimary residence, 401k, Life insurance
WishesEqual distribution, guardian named
Risk LevelStandard — No flags
DocumentsWill, POA, Healthcare Directive

✓ Ready for attorney review

Ready to modernize your intake?

Join leading Tennessee estate-planning attorneys who have already streamlined their practice.

Questions? Email us at [email protected]