For California probate and trust & estate attorneys
Procedural automation for the work that moves through probate court
Percheron fills your Judicial Council forms, drafts the notices and declarations each matter calls for, tracks every procedural deadline, and answers questions about your case file — with every output cited to its source and yours to approve.
The Problem
Every case triggers the same forms, the same boilerplate filings, the same proof-of-service documents. It's the work attorneys hate doing — and the work that erodes margins and morale.
30–50% of your day goes to procedure
Court forms, proofs of service, and routine declarations are repetitive, exacting, and a constant drain on the hours you'd rather spend on clients.
One missed date is malpractice exposure
Hearing dates, notice and service windows, and statutory deadlines — creditor-claim periods, inventory and appraisal, accountings — all run on the probate clock, and a single missed deadline carries real consequences.
General AI can't be trusted with this work
Horizontal AI tools invent facts and give you no way to check them against your file — a non-starter when the work is court-facing and the record has to hold up.
What Percheron Does
Four capabilities that absorb the procedural work — without ever inventing a fact.
AI Form Filling
Auto-populates Judicial Council forms (DE-111, GC-310, and more) from your matter documents. Every field traces back to the source passage it came from.
Document Generation
Drafts the notices, declarations, demand letters, and proofs of service a matter calls for — with inline citations on every assertion.
Procedural Deadline Tracking
Surfaces and tracks each matter's procedural clock — hearing dates, notice and service windows, and statutory deadlines like creditor-claim periods, inventory and appraisal, and accountings. Every date is surfaced for your review, so nothing critical slips past you.
Citation-Backed Matter Q&A
Ask questions about your case file and get answers grounded in the record, with jump-to-source on every one.
Why It Matters
Time saved on repetitive form and document work.
Hours per matter reclaimed for actual legal work.
Efficiency
Value lands either way you bill: hourly attorneys gain billing efficiency and shed the boilerplate they hate; flat-fee and contingency practitioners see direct margin improvement.
Hallucinated field values. Every AI-filled entry is citation-backed.
Human in the loop — attorney reviews and approves before anything goes out.
Every procedural deadline surfaced for your review, so a missed hearing or filing window never becomes a malpractice problem.
Why We Win
Form-Specific Tooling, Not Generic AI
Built around the actual court forms and procedural documents attorneys file every day. Horizontal AI platforms have no incentive to build per-form, per-jurisdiction infrastructure. We do.
Closed-World by Design
Every AI action is constrained strictly to the documents in your matter — not the general internet. We don't infer or invent solutions; we work only from your record.
Citation-Backed Field Values
Every filled field links to the exact source passage it was extracted from. Attorneys review before anything is dispatched. Full audit trail.
Built Natively on California Probate Procedure
The Judicial Council forms, the local rules, and the statutory clocks of probate court. The depth a horizontal AI tool has no reason to build.
Multi-Tenant Security
Matter-level access control and audit logging built for real law firms. Your clients' data stays in your matter. Always.
Built for California probate and trust administration — and the estate planning and elder law matters that run through probate court.
Ready to reclaim your time?
We're selecting a small cohort of Pilot Partners to run live matters with dedicated support and direct product input. 30 minutes is all we need to show you what's possible.