Insights & Innovation

Blog

Deep dives into legal tech, estate planning innovation, and the future of law practice.

FTL

A technology-independent framework engineered from first principles to address architectural challenges in legal technology: high coupling to volatile legal logic and non-deterministic outputs from opaque reasoning models.

Read Article
Washington vs. Illinois Estate Tax in 2025–2026: New Washington Rates, Illinois $4M Cliff, and Planning Moves

Washington’s estate tax changed sharply on July 1, 2025, with a $3M threshold and rates up to 35%. Illinois stays at a $4M exclusion with mandatory Form 700 filing over the threshold. Here’s what families and advisors should do heading into 2026.

Read Article
The Velcro Model of Law: How Rules Connect to Facts

How four specialized components turn complex legal rules into deterministic, client-ready documents using the Velcro Model of Law.

Read Article
Ontology as Infrastructure

Why a legal ontology is not a taxonomy, and why it must behave more like infrastructure than metadata.

Read Article
Why Deterministic Systems Beat AI for Legal Document Assembly

How FTL separates orchestration, execution, and routing to build legal systems that explain every decision through declared rules—not black-box predictions.

Read Article
The Fact Pattern Epiphany

Why facts—not queries—are the true unit of legal reasoning, and what happens when you bind them correctly.

Read Article
Why Semantic Search Failed Legal Tech—And What Actually Works

Law isn't a pile of text to search through. It's a structured system of rules, exceptions, and temporal changes. Here's why schema-first architecture beats semantic similarity every time.

Read Article
Mapping the Legal Universe

How we extract, filter, and map rules of law across statutes to build a navigable legal universe.

Read Article
The Hidden Cost of Manual Task Management

How manual workflows drain productivity and how automation recovers lost time.

Read Article
Why Clients Don't Understand Their Estate Plans (And How to Fix It)

The communication gap that leads to implementation failures and how visual tools solve it.

Read Article
Document Automation vs. Document Assembly: What's the Difference?

Understanding the critical differences between basic assembly and true automation - and why it matters for your practice.

Read Article
The Complete Guide to Estate Planning Compliance in 2025

Everything you need to know about compliance requirements for modern estate planning practices.

Read Article
Why Traditional Intake Forms Are Killing Your Conversion Rate

Learn why 60% of prospects abandon traditional intake forms and how modern solutions are solving this problem.

Read Article
Trust Accounting Compliance: Common Mistakes and How to Avoid Them

The most common IOLTA compliance violations and how automated systems prevent them.

Read Article
How Statutory Updates Break Legacy Document Systems

Why manual template updates are risky and how automated systems keep you compliant.

Read Article
The ROI of Smart Client Intake: Real Numbers from 100+ Firms

Data-driven analysis showing how intelligent intake systems deliver 3-5x ROI in the first year.

Read Article
Deadline Management: Why Calendar Reminders Aren't Enough

The limitations of calendar-based deadline tracking and what works better.

Read Article
Tax Planning Visualization: Making Complex Scenarios Simple

How visual scenario modeling helps clients make better estate tax decisions.

Read Article
Building Your Clause Library: Best Practices from Top Firms

How to create and maintain a clause library that improves document quality and consistency.

Read Article
Audit Trails: Your Best Defense in Malpractice Claims

How comprehensive audit trails protect your practice and defend against claims.

Read Article
Conflict Checking: The Intake Step You Can't Afford to Skip

How automated conflict checking during intake prevents ethical violations and protects your practice.

Read Article
Family Tree Visualization for Blended Families

How visual family trees prevent errors in complex beneficiary designations.

Read Article
Team Collaboration: Breaking Down Information Silos

How modern collaboration tools improve communication and reduce errors.

Read Article