Guide clients through intake and planning in a firm-branded flow — then hand structured, attorney-ready results straight back into your workflow.
Clients answer plain-English questions about beneficiaries, executors, guardians, and agents — no blank forms, no confusing legal language. The flow is branded to your firm.
Every completed intake creates a structured brief for your team. Attorneys review, annotate, and approve within Coda — no separate workflow tool required.
Draft Wills, Powers of Attorney, and Healthcare Directives are generated from your firm's templates and ready to review, finalize, and execute with clients.
Coda doesn't ask you to change your practice. It fits into the intake and document workflow you already have — and removes the manual steps you don't need.
Clients see your logo, your name, and your colors throughout the entire experience. It's your portal — Coda is the engine.
Every plan is structured data — not a freeform note or scanned PDF. Your team can search, filter, and act without re-keying anything.
A dedicated review queue gives attorneys everything they need: client answers, flagged gaps, and an approval or change-request workflow — all in one place.
Anonymous visitors complete the full intake and submit contact details without creating an account — lowering the barrier to your firm's first touchpoint.
This is the real product — not a video or a walkthrough deck. Pick a role below and explore. Sandbox data only; nothing is stored.
Click "Enter as Client" in the demo, then choose "Help me choose." Answer the plain-English needs assessment and see how the system recommends the right documents for the situation.
Click "Enter as Attorney" to see a completed client brief, review the structured answers, annotate gaps, and step through the approval workflow — all in one place.
Click "Enter as Firm Owner" to explore the admin dashboard: firm branding, document templates, the Clio integration panel, and the activity log.
Launch interactive demo
Opens the role selector — pick Client, Attorney, or Firm Owner to explore
Push completed plan data into your Clio matters. Connect once from the admin integrations panel.
Draft Wills, Powers of Attorney, and Healthcare Directives — from your templates, ready to finalize.
Maintain and update the document templates Coda uses for generation. No developer required.
Built-in structured review workflow. Attorneys approve, annotate, or request changes without leaving Coda.
Coda is built for estate-planning law firms that want to modernize client intake without rebuilding their practice. It handles the client-facing flow — questionnaire, document generation, and delivery — while your attorneys stay in control of review and execution.
No. Clients can complete the full guided intake and submit their contact details without creating an account. Account creation is an optional step that unlocks plan tracking and document access.
Coda generates draft documents — Wills, Powers of Attorney, Healthcare Directives — using your firm's templates and the structured answers collected during intake. Attorneys review and finalize before any document leaves the firm.
Yes. The admin dashboard includes a template management interface where firm owners can configure and maintain the templates Coda uses for generation. Your templates, your language.
Coda includes a Clio integration that can push completed plan data into your Clio matters. The integration is optional and configurable from the admin integrations panel.
Clients see a clean, guided flow — branded to your firm — that walks them through a plain-English needs assessment and document checklist. The interactive demo above shows the full experience without requiring any login.
We'll walk you through the intake flow, the attorney queue, and the admin setup in 30 minutes. Bring your current document templates if you have them.