Structured AI intake
Your Trustee clients are guided through a clear role check and document upload — AI organizes the facts, so your team starts from an organized record instead of a voicemail.
Attorney-controlled output
AI organizes; your attorneys review and approve. No packet, notice, or legal document reaches a client without your firm's sign-off.
Questions answered in the portal
Questions that would have been phone calls become a guided experience with each step's date and statute, and the work is recorded in a matter your firm supervises.
Firm-branded
Your logo, your colors, your support line. Clients experience it as your firm's Trustee portal, with a line saying it runs on TrusteeClear.
Want the full overview, pricing model, and security posture? TrusteeClear for firms, pricing, security.