Find answers, guides, and step-by-step documentation for attorneys and families.
Set up your account, configure your intake link, and onboard your first client.
8 articlesUnderstand the intake process, what to prepare, and how to complete your questionnaire.
6 articlesDetailed guides on each section of the intake questionnaire and what information is required.
12 articlesHow Posterity generates attorney-ready summaries and what each section contains.
7 articlesManage your profile, notification preferences, billing, and security settings.
9 articlesCommon issues, error messages, and how to resolve them quickly.
5 articlesHow to send your first intake link to a client
What information does the intake questionnaire collect?
Understanding your attorney-ready summary packet
How to complete the family structure section
Setting up risk flagging and consultation routing
Privacy and data security at Posterity