See what needs attention—before you have to go looking for it.
Vellor helps coordinate intake, follow-ups, and active matters, then surfaces missing information, unresolved decisions, and next actions for your review.
Built inside a working estate-planning practice. AI assists. The attorney decides.
Built by Rob Ellis, estate-planning attorney and Vellor founder. “Proven on my license.”
The work is not in one place. The responsibility still is.
The state of a solo practice is distributed. An inquiry arrives through a web form. The substance of it is in email. What was decided is in a meeting note. The draft is in a document folder, the deadline is on a calendar, and the reason a matter stalled three weeks ago is in your memory.
None of those systems knows about the others. Reassembling them into an answer is work you do yourself, usually more than once a day, and usually from recall.
Who needs a response?
An inquiry from Thursday, a client waiting on an answer, a referral source who has not been acknowledged. Each one lives in a different place, and none of them raises its hand.
What is holding each matter up?
A missing beneficiary designation, an unreturned questionnaire, a decision you asked for and did not get. The matter is not moving, and the reason is recoverable only by reading back through it.
What requires your judgment now?
Most outstanding items are administrative. Some are not. Telling those two apart is the part only you can do — and the part most easily lost in the volume of the first kind.
Ask one question: “What am I missing?”
Vellor reviews the information available to it and organizes potentially outstanding items for attorney review—along with the source context and a suggested next action.
“What am I missing?”
- Client information
Successor trustee response appears incomplete
- Why it was flagged
- The intake questionnaire lists a first successor trustee but the alternate field was left blank, and no later message appears to supply it.
- Source
- Intake questionnaire, question 14 · no subsequent response located
- Suggested next action
- Draft a short follow-up asking for the alternate successor trustee.
- Documents
A referenced deed is not in the matter materials
- Why it was flagged
- The consultation notes refer to a recorded deed for a second property. No corresponding document appears in the matter folder.
- Source
- Consultation notes, 12 March · matter document list
- Suggested next action
- Request the recorded deed, or confirm it was intentionally excluded.
- Follow-up
A promised follow-up remains unresolved
- Why it was flagged
- An email to the client said a funding checklist would follow. No later message in the matter appears to send one.
- Source
- Sent mail, 21 March · no matching attachment or follow-up located
- Suggested next action
- Prepare the funding checklist for your review and send it.
- Logistics
Execution scheduling has a dependency that is not yet met
- Why it was flagged
- A signing date is on the calendar. The matter does not show a confirmed witness arrangement, which this execution appears to require.
- Source
- Calendar entry · matter execution checklist
- Suggested next action
- Confirm witness arrangements before the scheduled date.
- Attorney reviewNeeds attorney review
A beneficiary designation may conflict with the plan as drafted
- Why it was flagged
- A retirement account names a beneficiary directly. The draft trust appears to contemplate that the same asset pass through the trust. Whether that is intended is a legal question.
- Source
- Account statement · draft trust, Article IV
- Suggested next action
- Review the designation against the drafted plan and decide the intended treatment.
- Attorney reviewNeeds attorney review
Capacity note from the consultation was never resolved
- Why it was flagged
- A consultation note records an observation about the client's capacity and says it would be revisited. No later entry appears to address it.
- Source
- Consultation notes, 12 March
- Suggested next action
- Determine whether any further step is warranted before execution.
Illustrative only. Not a real client or matter. Vellor surfaces items for review; it does not determine what is legally required, and it does not act on anything without you.
Every new subscription starts with a 30-day free trial.
When the question is about the law, not the matter.
Research searches official and reputable legal sources and shows you every one it relied on — so the answer comes with the means to check it.
Sources you can check.
Every answer lists its sources, linked, and labeled primary (statutes, regulations, agency guidance, court opinions) or secondary (explanatory sources such as Cornell LII, ACTEC, and bar publications).
Limited to an approved source list.
Searches are restricted to official government and court sites and selected reputable legal publishers — not the open web.
Your matter data stays out.
Research is not given your matters, client records, or documents. Before a question leaves Vellor, it is checked for client names on file and common identifiers.
For the everyday questions — this year's exemption, a state's recording rules, a recent ethics opinion. It is a starting point you verify, not a substitute for a full legal research service.
“What is the federal estate tax basic exclusion amount for decedents dying in 2026?”
For decedents dying in 2026, the basic exclusion amount is $15,000,000, up from $13,990,000 for 2025, under the amendment to 26 U.S.C. § 2010(c)(3). The IRS states the 2026 figure in its 2026 inflation-adjustment release and on its estate and gift tax page.
Research is a starting point — verify against the primary source before relying on it.
Sources
- Secondary26 U.S. Code § 2010 — Unified credit against estate tax (opens in a new tab)law.cornell.edu
Illustrative example. Research cites sources for your review; it does not determine what the law requires.
Start at intake. Extend visibility across the practice.
The same review runs at every stage. What changes is how much of the practice it can see — which is also what separates the plans.
- 1Prospect
Capture the inquiry and identify what is missing.
A new inquiry or referral is organized, checked against what the firm needs in order to evaluate it, and prepared for the next follow-up.
- 2Engagement
Track the decisions that let the matter begin.
Consultation preparation, outstanding decisions, and the items needed before work can start are kept visible rather than held in memory.
- 3Active matter
Surface what the matter is waiting on.
Outstanding documents, communications, dependencies, execution logistics, and issues that appear to need legal judgment are organized for your review. Questions about current law are answered with cited sources.
Which assistants support this, and what each one does
Vellor prepares the view. You make the judgment.
Configure the working context.
Align Vellor to the firm's workflows, terminology, templates, and approved information sources. This includes the approved source list Research searches.
Surface what needs attention.
Vellor organizes status, drafts follow-ups, and flags potentially outstanding items with the available context.
Review and act.
The attorney evaluates the output, makes the legal decisions, and approves anything client-facing.
Built in the practice, not around it.
I built Vellor while running my own estate-planning practice because the most expensive operational problem was not any single task. It was reconstructing the state of the practice—who needed a response, what a matter was waiting on, and where my judgment was required. Vellor is the system I use to make that work visible.
That is what “proven on my license” means: I am not asking attorneys to trust a workflow I would not use in the practice for which I am professionally responsible.
Choose how much of the practice Vellor coordinates.
Plans differ by how much of the practice Vellor coordinates, not by how many features are listed. Each includes everything in the one before it.
See which prospects need attention, what intake information appears to be missing, and what should happen next.
- Inquiry and referral organization
- Missing-intake-information review
- Follow-up drafting and coordination
- Consultation preparation
- Prospect status briefing
- Human-review controls
- Applicable practice configuration and compliance documentation
Extend the same visibility across active matters, client communications, drafting preparation, and execution logistics.
- Everything in Foundation
- Active-matter status reviews
- Matter-level “What am I missing?” review
- Cited research on current law, with an included monthly research allowance
- Outstanding document and decision tracking
- Client follow-up coordination
- Drafting-input and meeting preparation
- Execution-readiness support
- Practice-wide daily and weekly review
- Matter context and approved templates
Adapt, maintain, and improve Vellor around the practice with direct implementation support.
- Everything in Practice
- Guided workflow discovery and setup
- Defined configuration and template support
- Scheduled system reviews
- Priority support
- Approved Marketing & BD workflows
- Defined reporting or export controls
- Expanded monthly research allowance
Not sure? Start with the smallest plan that covers the work you want coordinated.
Every new subscription starts with a 30-day free trial, as set out in the Terms of Service and Refund and Cancellation Policy. Subscriptions are created and managed on vellor.legal.
Built for attorney control.
The statements below are the ones we can point at a document for. Each links to the governing page.
Client-facing output is reviewed by you
Vellor prepares drafts. Sending is an action you take. The application requests permission to create Gmail drafts, not to send mail — there is no send permission for it to use.
Legal judgment stays with the attorney
Vellor organizes information and suggests next actions. It does not determine what the law requires, and items that appear to need legal judgment are marked as such rather than resolved.
Your data is not used to train AI models
We do not use Customer Data to train our own or any third party's general-purpose AI models. Our AI provider, currently Anthropic, does not use these inputs or outputs to train its models under its commercial terms.
Encryption and access controls
Encryption in transit (TLS) and at rest, access controls with least-privilege access, authentication, and logging and monitoring. No system is perfectly secure; these are the safeguards in place.
Named sub-processors
A limited, published set: Stripe for payments, Vercel for hosting, Supabase for database and storage, Anthropic for AI processing, Resend for account email, and Deepgram for speech-to-text when you choose to dictate. Anthropic's web search, used by Research, runs through search providers Anthropic engages. Material changes are noticed.
Research questions leave Vellor; matter data does not
Research sends only the question you type and the searches generated from it. It is not given your matters, client records, or documents, and each question is checked for client names on file and common identifiers before it is sent.
Source: Data Security and Confidentiality (Research section)
Retention, export, and deletion
Customer Data is retained while the account is active. On termination it is available for export for 30 days, then deleted within 90 days unless a longer period is legally required. Deletion of specific data can be requested.
A Data Processing Addendum is available
A DPA is available for firms that require one for their compliance and professional-responsibility obligations.
Source: Data Processing Addendum
Before you sign up.
Is Vellor giving legal advice?
No. Vellor is a coordination tool for a licensed attorney. It organizes information, prepares drafts, and flags items that appear outstanding. It does not advise, and it does not determine what the law requires. The attorney evaluates every output and makes the legal decisions.
Does Vellor contact clients or send messages automatically?
No. Client-facing output is prepared as a draft for your review. Where Vellor connects to Gmail, it requests permission to create drafts and not to send — so sending remains an action you take.
What information does Vellor need?
The working context of your practice: your workflows, terminology, templates, and the information sources you approve.
How does Vellor differ from a generic chatbot?
A general assistant answers the question in front of it and forgets the practice around it. Vellor is configured to your matters and your process, so it can be asked what is outstanding across them and answer with the source context and a suggested next action, rather than starting from an empty box each time.
Which plan should I start with?
Most firms start with the scope of coordination they need rather than the longest feature list. Foundation covers prospects and intake; Practice extends the same visibility to active matters; Managed adds implementation support. Start with the smallest plan that covers the work you want coordinated.
Does Vellor do legal research? Does it replace Westlaw or Lexis?
Practice and Managed include Research: cited answers to everyday legal questions, drawn from official and reputable legal sources, with every source linked for you to check. It is not a replacement for Westlaw, Lexis, or another full research service, and it does not determine what the law requires — it gives you a cited starting point to verify.
What does Research send outside Vellor?
Only the question you type and the search queries generated from it, which are processed by our AI provider, Anthropic, and run through the search providers Anthropic uses. Research does not receive your matters, client records, or documents. Before a question is sent, Vellor checks it for client names on file and common identifiers and asks you to rephrase if it finds one.
How is client information handled?
You own it. It is not sold, and it is not used to train AI models. It is encrypted in transit and at rest, access is limited on a least-privilege basis, and the sub-processors involved are named publicly. Retention, export, and deletion terms are published, and a DPA is available on request. The Data Security page states each of these in full.
What does “proven on my license” mean?
It means Rob uses Vellor in the estate-planning practice for which he is professionally responsible. It is a statement about the founder's own reliance on the system — not a guarantee that any output is complete, accurate, or legally correct. Every output still requires your review.
See what Vellor would surface in your practice.
Choose Foundation, Practice, or Managed, connect the sources you approve, and ask Vellor what is outstanding across your intake and matters.
Every new subscription starts with a 30-day free trial. Sign-up and billing are handled on vellor.legal.