Vellor is an AI practice team built inside a working estate planning firm. It handles the intake, the follow-ups, the consultation prep, and the busywork that keeps you at your desk after dinner, so you can do the work only a lawyer can do. Every draft is yours to review. The attorney always decides.
You did not go to law school to chase intake forms and rewrite the same follow-up email for the hundredth time.
A solo practice runs entirely on you showing up: every lead, every consultation, every signing, every referral thank-you. The legal work is meaningful. The administrative weight around it is not, and it is the first thing that should come off your plate. Vellor takes it, without compromising your professional duties.
Vellor is not a prompt library or a generic AI tool. It is a team of specialized assistants, each calibrated to your workflows, your voice, and your clients. It was built by a practicing Maryland estate planning attorney who needed it first, then stress-tested it against real bar obligations. Compliance is the foundation, not the fine print.
Qualifies new leads, triages referrals, drafts the thank-you, and flags what is missing before the consult is even on the calendar.
Consultation briefs, call-note follow-ups, drafting briefs, and signing checklists, ready before you need them.
Status updates, post-meeting summaries, document delivery, and the follow-up you keep meaning to send, drafted and waiting for your review.
A daily briefing and weekly reviews that surface what needs your attention, before you have to go looking for it.
Research, content, and referral outreach that grows the practice between the matters you are already running.
Included with ManagedYour templates, your tone, your matter taxonomy. Vellor sounds and works like your practice from day one.
Your workflows, voice, templates, and the compliance documentation your bar expects, set up with you.
It does the associate-level work in the background and surfaces it for you, never sending anything on its own.
Every client-facing output passes through your hands. AI assists. The attorney decides. Always.
Three plans, built to grow with your practice. Each one includes everything in the plan before it.
Every plan includes the full estate planning core, the firm-specific compliance documentation package, and a human-review gate on every client-facing output. A one-time setup fee applies and is reduced or waived on annual plans.
We are opening Vellor to a founding cohort of eight firms. Founding members pay standard price, because founding status is recognition, not a discount, and they receive something a later customer never can.
Built on enterprise-grade infrastructure with written data protections. Client-identifying work never touches a consumer tool.
No client communication, document, or filing leaves the practice without a licensed attorney reviewing and approving it first.
Designed around current ABA and Model Rules guidance on AI in practice, by a lawyer who runs a real estate planning firm.
Founding spots are limited to eight firms. If now is not the right time, join the list and we will reach out when the next cohort opens.