Herald AI is a solution for notaries, lawyers, tax advisors and asset managers that work with Private Clients on cases of cross-border inheritance and succession. 

The solution enhances expert work and saves valuable hours through:
* guided intake&triage
* automated assessment of case complexity, duration and costs
* proposal of optimal case workflow and collaboration parties in 3rd countries
* drafting of documents in line with local regulations and in local languages
* suggestion of optimal tax & filling strategy
* collaboration across borders through deadline and task management

The solution is designed by lawyers and legal-tech experts for industry practitioners. Herald AI follows a strict expert-first, human-in-the-loop principle. It does not provide autonomous legal advice, make decisions, or replace professional responsibility. Instead, it is built to reduce friction, save time, and enable experts to focus on the parts of their work where human expertise truly matters.

The platform is developed specifically for cross-border inheritance and succession within the European legal context, with compliance at its core, including GDPR and applicable AI regulations.

Join our community of practitioners today and enhance your work! 

Herald AI

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Herald AI

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Teams

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