Evermark
Evermark brings client intake, an AI-assisted document generator, and a matter CRM into one platform, so you can take a client from questionnaire to signed documents faster, under your own firm's brand.
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The Platform
Evermark replaces the patchwork of intake forms, document templates, and spreadsheets with a single, modern workflow built for the way estate-planning attorneys actually work.
A guided, white-labeled questionnaire your clients complete online, with answers saved automatically.
Revocable trusts, pour-over wills, powers of attorney, and health care directives drafted from the intake for your review.
Track every client from intake to signed documents, with a consultation report that spots issues automatically.
Your clients see your firm's name and brand, review drafts, and approve documents securely from any device.
See it in action
A complete walkthrough in 22 real screens: the attorney side and the client side. See the questionnaire, the one-click draft delivery, the client's approval, and the finals landing in their portal.
Who it's for
Start on your own and scale to a multi-attorney firm. Pick the plan that matches your volume, and grow without changing tools.
Everything you need to produce complete estate plans on your own.
Higher volume with the full CRM, AI drafting, and analysis tracks.
Unlimited plans and an admin view across your whole team.
The entire client experience is white-labeled to your firm.
Draft your next estate plan on Evermark.
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