Path lets clients organize their documents, assets, and wishes before their first meeting with you — you stay the attorney of record for all the legal work.
Clients arrive with their vault already populated — documents, assets, and wishes organized before they sit down with you.
Path doesn't replace your role — it feeds directly into it. The legal work, and the relationship, stays yours.
A referral or co-branded option for your practice, without adding a new workflow for you to manage.
Tell us about your practice and we'll walk through how Path can fit into your client intake.
Contact our partner team