Why Bloodline exists for firms
"Most firms don't want more software. They need cost-effective fulfillment. Bloodline delivers this solution."
Bloodline Law · Fulfillment, not software · Your review, your client
We fulfill the estate planning package based on your client's intake. You review and deliver to your client.
Your client completes the guided intake in plain English, start to finish, no chasing forms.
The complete six-document plan, assembled and compiled: trust, will, POA, healthcare, HIPAA.
The draft comes to you first. Your sign-off is the final step before delivery.
You didn't go to law school to spend your evenings drafting. Here's what the backlog is really costing you:
Every matter waits on your hours. The work only moves when you do, and your calendar is already full.
You bought software. You still do the work. The subscription runs whether you use it or not.
Even with time freed up, you need clients to fill it. Drafting help alone doesn't bring them.
"Most firms don't want more software. They need cost-effective fulfillment. Bloodline delivers this solution."
Three ways to get drafting done. Only one of them actually drafts.
Months before they're productive, and when they leave, the knowledge leaves with them. All before they draft a single matter.
Software you have to learn, operate, and migrate to, and the drafting is still yours. The subscription is the product; the work is still you.
We draft the complete six-document plan. Your attorney reviews and signs off. You pay per matter, only for matters you send.
Tailored to the client, their family, and their assets. Keeps the estate private and out of court.
Catches anything not titled to the trust, and names guardians for minor children.
Someone the client trusts can act financially for them if they can't. No court-appointed guardian needed.
The client's chosen person makes medical decisions; their end-of-life wishes are in writing.
Lets the client's people actually talk to their doctors in an emergency.
The client completes the intake in plain English. We handle the assembly and compilation.
The draft comes to you first. Nothing is delivered to the client until you approve it. Your judgment is the gate.
The approved package, delivered to a secure vault your client can access whenever they need it.
IRA beneficiary trusts, personal asset trusts, special needs trusts, pet trusts, and more, built into the package when the client's situation calls for them.
Pay per matter only. No subscription, no minimum, no setup fee. The pilot is one matter. Compare it against anything you're evaluating before you decide anything longer-term.
Completely free. Run it yourself, or we can run it for you.
Meta ads written for your brand, ready to launch.
A 2-minute quiz with a branded results report.
Your landing page, under your logo and colors.
4 emails that turn a quiz into a booked call.
A new client on your calendar.
Free either way. You only pay for your own ad budget, directly to Meta. Already built for your firm before we talk. Getting started is one 10-minute call.
The pilot is the first run of your system. One real matter, handled end to end, establishes the SOP to best serve you without disrupting any of your existing day-to-day operations.
You are. Bloodline provides fulfillment and drafting support; your firm's attorney reviews and signs off before anything is delivered to your client.
Nothing. Bloodline charges your firm, per matter. Your fee arrangement with your client stays yours.
Intake, drafts, and messages are not used to train AI models, and providers are contractually barred from training on them. The same commitment as Bloodline's consumer privacy policy.
Execution remains your firm and your client's responsibility unless otherwise agreed in writing.
First matter $250. Then $750 per matter, flat. No subscription, no minimum, no setup fee.
Then it doesn't go out. Nothing is delivered to your client until you approve it. Your judgment is the final step, every time.
Start with one pilot matter. $250. No commitment. See the draft, keep the front end, and decide from evidence, not a sales call.
Start My $250 Pilot MatterOne matter · No setup · No subscription