Years of Matter history, instantly accessible, without relying on whoever was there at the time.
The challenge
Trusts and estates matters span years, involve multiple attorneys and accumulate a vast mix of documents, correspondence and historical decisions. Critical context is frequently buried or locked in the memory of individuals who may no longer be available, slowing work and making onboarding unnecessarily time-consuming.
The solution
Ask iManage surfaces the collective knowledge of a matter by pulling together relevant documents, correspondence and prior work product into a single searchable narrative. This gives attorneys immediate access to the Matter memory they need, without digging through files or relying on institutional knowledge.
Open Ask iManage and add a Folder of documents as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt that will analyze your Matter documents and create a timeline of the key events in the estate plan and administration.
From one location, you can review all important dates and events related to the estate. You can dig deeper into individual documents, or work with groups of documents to discover even more details.
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Create a timeline of this estate matter including all relevant wills, trust agreements, codicils, amendments, powers of attorney, beneficiary designation changes, asset transfers, and any correspondence related to disputes or creditor claims.
Ask follow-up questions to understand key administration events and deadlines in more detail.
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When was the most recent amendment to the revocable trust executed, and are there any subsequent beneficiary designation changes that may conflict with the amended terms?
Export and act.
Ask iManage export allows for sending to other members of the team, or to include in Client reporting.
More to explore
Trust Agreements
Question List
Beneficiary & Distribution Review
Use Case
Rapid Document Prioritization
Use Case