DeNovo review
A focused estate-planning platform with guided client workflows and layered fees.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
DeNovo brings client intake, estate-planning workflows, document preparation, communication, billing, and attorney review into a cloud platform for solo practitioners and mid-sized estate-planning firms. Clients can complete routine steps on their own schedule, while attorneys monitor progress, review documents and flagged questions, and sign off on plans. Its emphasis is guided estate-planning work rather than broad practice management.
The workflow is its clearest strength. Automated progress tracking and an attorney dashboard organize client status and documents; asynchronous messaging supports questions without requiring a live exchange. AI-assisted client support and analysis are also included. Integrated flat-fee billing supports deposits and milestones. These features make DeNovo a closer fit for practices that want a structured client journey from intake through review than for firms seeking general-purpose case management.
Pricing deserves close attention: according to the vendor's pricing page, the displayed $80 monthly price is for the DeNovo Website, with a separate $1,000 one-time website setup. The core platform lists a $2,000 one-time setup, $500 per seat monthly, and per-matter fees of $250 for 1–9 matters, $225 for 10–19, or $200 for 20 or more. The vendor says it works with each practice on a tailored structure. DeNovo also lists Amplify for managed digital client acquisition. Practices comfortable evaluating layered costs may find the guided workflow compelling; those needing time tracking, integrations, or broader practice-management coverage should compare alternatives. It runs on the web and lists email support and SOC 2, ISO 27001, HIPAA, and PCI DSS compliance.
DeNovo pros and cons
- Where it wins
- Guided intake and self-directed estate-planning workflows
- Document preparation, progress tracking, and attorney sign-off
- Asynchronous messaging, flagged questions, and flat-fee billing
- Where it doesn't
- Core platform pricing combines setup, seat, and per-matter fees
- No listed time-tracking feature
- Web-only platform with no listed integrations
DeNovo fact sheet, pricing and score →
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