AI for elder law firms.
KrisLegal's elder law suite analyzes Medicaid eligibility, tracks look-back transactions, calculates penalty periods, and checks guardianship readiness from your Clio matters.
More time means more cases.
What your team gets.
Pulls client profile, financial information, Medicaid status, care planning details, and legal documents from your uploaded files. Covers independent living, assisted living, nursing home, and memory care situations.
Analyzes asset and income data against Medicaid eligibility thresholds. Identifies countable vs. exempt assets, calculates the look-back period, flags disqualifying transfers, and computes penalty periods.
Calculates the Community Spouse Resource Allowance (CSRA) and minimum monthly maintenance needs allowance. Identifies assets that can be preserved for the community spouse.
Assesses completeness for Medicaid applications, guardianship petitions, and care planning. Reports missing documents, incomplete financial records, and blockers.
Classifies uploaded documents into 14 types: Medicaid applications, financial statements, care facility agreements, powers of attorney, advance directives, guardianship petitions, conservatorship petitions, trust documents, life insurance policies, annuity contracts, deed transfers, gift documentation, level of care assessments, and elder abuse reports.
Extracts structured data from each document: income sources (Social Security, pension, investment), assets (real property, accounts, insurance policies), monthly expenses, gift history, ADL assessments, and level of care determinations.
Drafts sections for elder law filings and planning documents from your case data. Attorney reviews and adjusts before finalizing.
Every document becomes structured data.
Upload a document or let KrisLegal pull it from Clio. The AI classifies it, extracts structured facts (parties, dates, financials, deadlines, and action items) and stores them as queryable data across all tools.
Your firm gets smarter with every case.
Every case builds your firm's intelligence. Related matters, opposing counsel history, court patterns, and outcome benchmarks accumulate automatically as you work. The more cases you close with outcome data, the sharper your benchmarks become.
Case history and outcomes for each judge your firm has appeared before.
Prior case history for every attorney you've faced across all matters.
Outcome ranges from your firm's closed cases, by practice area and outcome type.
Related matters by practice area, court, and parties. Automatically surfaced.
Documents from your open matters.
In your templates, on your letterhead, with the assigned attorney's bar number and signature block.
Schedule a Demo →- Medicaid applications
- Financial statements
- Care facility agreements
- Powers of attorney (financial and healthcare)
- Advance directives
- Guardianship petitions
- Conservatorship petitions
- Trust documents (revocable, irrevocable, special needs)
- Life insurance policies
- Annuity contracts
- Deed transfers
- Gift documentation
- Level of care assessments
- Elder abuse reports
Post-Heppner compliant.
Your firm holds a direct Anthropic commercial API contract. No training on your data. No consumer AI accounts. No shared infrastructure.
See it work with your cases.
30-minute call. Your practice areas. Your data. Real output.
Schedule a Demo