Keep probate-support work organized without turning AI into the lawyer.
ARIA Probate is designed to help service teams organize case information, track documents, manage repeat follow-up and answer approved status questions — while legal interpretation and regulated professional decisions stay with qualified humans.
Reduce the administrative load around the case.
Structured intake
Collect the case and contact information required by the configured workflow without relying on scattered messages.
Document tracking
Organize source documents, missing-item checklists and progress while keeping original records available for review.
Status summaries
Give authorized staff a clear view of what has been received, what is outstanding and what needs a professional decision.
Repeat follow-up
Support routine reminders and client-status communication where the information and channel are approved.
Human legal review
Escalate legal interpretation, filing decisions, advice and representation to appropriately qualified professionals.
Organization privacy
Keep sensitive case, identity, property and financial information inside the customer's authorized data boundary.
ARIA Probate is now represented in the ecosystem; the complete case backend is still an integration task.
Customers can discover the product and see its entitlement state. Operational access should only be marked Active when the customer's case/document workflow is actually configured.
Read the implementation boundaries →