Winsighter

Winsighter provides an AI‑native operating system for California Licensed Document Assistants (LDAs) to automate probate paperwork, cutting the typical four‑hour templating task to seconds while keeping the LDA as the preparer of record.

Updated 2 months ago

Funding

Funding not disclosed

Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Problem

California probate paperwork generates a $3 billion annual workload, but Licensed Document Assistants (LDAs) are limited to four hours of manual templating per case, creating bottlenecks and high costs for families. The process also lacks a scalable, compliant workflow for LDAs to handle more cases efficiently.

Solution

Winsighter delivers an AI‑native operating system that automates the entire probate document preparation workflow for California LDAs. The platform ingests client intake data, uses AI to pre‑fill required court forms, flags compliance issues, and generates complete packets in seconds. LDAs retain full preparer‑of‑record status while reviewing a concise, per‑field audit trail that records source data and timestamps. A built‑in case queue and customer portal keep both the LDA and the family informed of progress, and the system integrates an outreach channel that routes DIY‑ready families from ProbateClear.com to vetted LDAs. By eliminating manual templating, the solution reduces average review time to under 20 minutes, enabling LDAs to handle many more cases without additional staff.

Target Audience

Primary customers are California Licensed Document Assistants who prepare probate paperwork, and cost‑conscious families seeking DIY‑ready probate services.

Features

AI‑driven intake that extracts data from public records and populates probate forms (DE‑221, DE‑160, creditor notices) in under a minute
Automated issue detection with severity coding (error, warning, info) to ensure §6400 and §6408 compliance before review
Per‑field audit trail showing data source, reviewer, and timestamp for full accountability
Interactive case queue with status tabs (Intake, Packet, Review, Filed) visible to both LDA and client
White‑label client portal that can appear under the LDA’s brand or ProbateClear.com
Integrated outreach channel that matches families to qualified LDAs in their county
Pay‑per‑case fee model with no monthly subscription, auto‑charged at filing