Lorne & Vale
Inheritance law Intake

Keep track of enquiries about disputed estates

A family home held jointly, a contested will or unexplained bank transfers: inheritance inquiries need a clear account of the people and facts involved. Lorne & Vale prepares the brief. Your lawyer reviews it and decides the next step.

Book a 15-minute call See a brief from a fictional enquiry
  • Human review on everything
  • No legal advice
  • Live in 7 days
  • Isolated per firm
Eleanor Priceeleanor.price@example.invalid
Estate stalled over the family homeHello, our mother died eight months ago. There are three heirs and my brother will not agree to a sale. The notary handling the estate has made no progress. Please call me back.
Website form · Sunday eveningThe office is closed
  1. Received
  2. Structured
  3. Routed
  4. Acknowledged
  5. On the iPhone
iPhone app screenshot with demo data: Today screen: two enquiries waiting on the fictional firm, the first scored 8 out of 10, high urgency, past its response target.

Web platform view and iPhone app screenshots. All demo data is fictional.

A week in an inheritance firm

Three situations you will recognise

Every enquiry arrives with an inquiry brief: summary, urgency, parties to check, missing information, documents to request. Here is what it would surface.

An estate stalled over the family home

Fictional example: “Our mother died eight months ago. There are three heirs and my brother refuses a sale. The notary has made no progress.”

Information to prepare for review
Human review
The lawyer checks the situation, urgency and applicable time limits.
Parties to check
The named co-heirs and the notary handling the estate.
Missing information
Date of death, heirs and their relationship, any will or earlier gift, and attempts at an agreed division.
Documents to discuss
Certificate identifying the heirs, the notary’s draft division statement, property title and any estate tax declaration filed.

A will favouring someone outside the family

Fictional example: “My father left most of his estate to someone outside the family. Is there still time to act?”

Information to prepare for review
Human review
The lawyer checks the situation, urgency and applicable time limits.
Parties to check
The named beneficiary, other heirs and the notary holding the will.
Missing information
Death and will dates, form of will, discovery date and the deceased’s health at signature.
Documents to discuss
Will, record of its disclosure, death certificate, certificate identifying heirs and relevant records available to the client.

Suspected concealment of estate assets

Fictional example: “My sister held power of attorney over our father’s accounts. Large sums left before his death and she has declared nothing to the notary.”

Information to prepare for review
Human review
The lawyer checks the situation, urgency and applicable time limits.
Parties to check
The co-heir concerned, other heirs and the bank.
Missing information
Date of death, inheritance choices already made, disputed transfers and information given to the notary.
Documents to discuss
Bank statements, power of attorney, certificate identifying the heirs, inventory and estate declaration where available.

Illustrative examples, fictional people. What a brief contains depends on the enquiry received. The brief summarises, scores and flags; it does not advise and it decides nothing. Someone at the firm assesses the merits, confirms the dates and replies.

Demonstration

A demonstration on a fictional enquiry

The demonstration runs on the sample firm’s dataset: a fictional family law enquiry received at 22:47 and structured within the minute. The acknowledgement goes out in the firm’s name at 22:49, and the brief waits for the partner on the platform and on their iPhone. The screens are real, and the grid is the same for a contested estate; only what sits under each heading changes from one practice area to the next.

The enquiry brief

What the lawyer reads before deciding

The same grid at 2 pm and at 11 pm. Nothing is decided in their place.

  • A score out of 10, a qualification level and a priority, with the rationale in plain words. On screen: 8 out of 10, hot, priority P1, that is a first response targeted within 4 hours. On an estate enquiry it is the clarity of the account, the presence of a deadlock and an explicit request to speak to someone that carry weight.
  • Practice area, routing and next step. The practice area detected sets the suggested first contact, the partner handling inheritance disputes, and the recommended step stays an offer of a call, never a position on the merits.
  • Needs attention. On screen: children involved. On an estate: a limitation period that may already be running, an administration stalled between beneficiaries, payments made shortly before or after the death.
  • Missing information and documents to request. The date of death, form of will and inheritance choices made. The certificate identifying heirs, notary’s draft division statement and relevant bank statements.
  • Counterparty and conflict check. The heirs, any beneficiary named in the will and the notary handling the estate are listed for your own search, extracted by the model and requiring human verification.

The person’s identifiers are replaced by tokens before any model call. Names are restored only inside your firm’s database.

iPhone app screenshot with demo data: The enquiry brief on iPhone: watch points, documents to ask for, missing information and the recommended next step, on a fictional enquiry.
On the iPhone

The same brief, in the partner’s pocket

What is waiting, with its countdown. A suggested reply, marked as a draft. Two buttons: Approve and send, Edit draft.

  • A countdown on the lock screen, if the partner asks for it, and a reminder half an hour before the response target runs out. The reminder names a practice area and a score, never a client.
  • Draft replies for review The suggested reply only goes out if a lawyer approves or edits it. The only thing that leaves on its own is the acknowledgement, in wording approved at setup.
  • An append-only history: received, triaged and scored, routed to a fee earner, acknowledgement sent. Corrections add a new entry. Retention and deletion follow the applicable schedule.
  • Face ID locks the app as soon as it goes to the background.
iPhone app screenshot with demo data: The enquiry brief on iPhone: score 8 out of 10, a fictional prospect, the practice area, high urgency, the summary, and the Approve and send, Edit draft buttons.
iPhone app screenshot with demo data: The suggested reply on iPhone, marked as a draft until it is sent, and the append-only timeline of the enquiry: received, triaged and scored, routed to a fee earner, acknowledgement sent.

Web platform view and iPhone app screenshots. All demo data is fictional.

Your figures

Compare fees and subscription costs

An illustrative calculation using the assumptions published for France.

Example for a firm of 3 to 9 lawyers
Incoming inquiries per month20
Assumed share missed or answered too late30%
Assumed conversion after timely handling25%
Assumed gross fees per matter€4,500
Annual Structure subscription, excluding VAT€13,800
Gross fee equivalent of the annual subscription4 matters

20 × 30% × 25% × 12 = 18 matters. 18 × €4,500 = €81,000 in gross fees.

These are assumptions, not measured results or a forecast of new matters. Replace them with your own figures. Setup fees, delivery costs and collection are excluded. Gross fees are not profit.

Before deciding

Use your own intake records

Review inquiries received, first-response times, follow-up owners and missing information. The pilot scope should address an observed need in your firm.

Security and confidentiality

Enquiries this personal, handled as such

Four controls you can verify, described without superlatives.

Pseudonymisation before model calls

Names, emails, phone numbers and other identifiers are replaced by tokens before an enquiry reaches a model. Encryption of the mapping depends on the deployment, as described on the security page.

Isolated per firm

Every client-data table carries a per-firm access rule, checked by automated tests on every change.

Documents sealed in the browser

Every document is encrypted before upload under two key exchanges, X25519 and ML-KEM-1024. Uploads are bounded, type-checked and content-inspected: embedded programs are refused.

Chained, signed audit trail

Sensitive actions are hash-linked and the head of the chain is signed daily with ML-DSA-87. The iPhone app verifies the signature on the device.

What we do not claim: no SOC 2 or ISO 27001 certification, and no external penetration test to date. Hosting on Supabase (EU, Ireland) and Vercel; the model is called through a server-side proxy, with no training on your data under OpenAI’s default policy.

See the security architecture
Pricing

A flat fee for the whole firm

Inheritance law is the included practice area. An additional area costs €295 per month. No per-user or per-inquiry charge. Setup costs €2,950 for Cabinet and Structure, or €3,950 for Association, including €600 at signature. The balance follows the No-Miss Guarantee terms. All prices exclude VAT.

Live in 7 days, a 60-day pilot then month to month, cancel any time, export your data any time. Read the guarantee in full.

Intake audit 15 minutes

See what this would change in your firm

Fifteen minutes with a founder. Your channels, your volume, your inheritance enquiries. You leave with a costed estimate and a clear answer, including if it is not for you.

Book a 15-minute call

Prefer to write first? contact@lornevale.com