Quick, easy, and reliable document
and workflow automation,
with
integrated AI
Trev for estate planning
All your workflows. All in one place. With integrated AI.
Estate Planning Workflow Tools
Collect client information through guided questionnaires and manage client asset information
A platform to offer clients a self-guided drafting service under your firm’s branding
Plans
TrevCore
$250 / month
7-day free trial before billing starts.
Automate internal document workflows from Clio data.
Up to 5 users included
Clio matter sync
AI-assisted workflow prefill
Custom document automation tools
Support for subscription questions and internal bug fixes included
TrevIntake
$350 / month
7-day free trial before billing starts.
Collect client intake, manage assets, and automate workflows.
Everything in TrevCore
Client intake questionnaires
Client asset management
Intake-to-matter workflow
Custom intake questions
TrevPortal
Contact Us
Guide clients through secure self-service workflows.
Everything in TrevIntake
Self-guided client portal
Firm-created client packages
Secure client workflow links
Portal support included
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