Authority & capacity
The roles that control communication and action.
- Client
- Agent under POA
- Guardian
- Health-care proxy
Backed by Y CombinatorRelaw for Elder Law
Relaw for
Elder Law
The LegalOS for elder law firms. Authority, care, resources, transfer history, family communications, and your configured documents stay on one controlled matter.
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Your templates · White-glove onboarding · 14-day trial
Sample matter·Firm-owned templates
Helen VargasMedicaid / LTC plan
Generate Documents
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Your templates · White-glove onboarding · 14-day trial
90%+
time savings
14-day
free trial
White-glove
workspace configuration
Designed workspace
How Relaw runs elder law matters.
Common work product
Lady Bird Deed · Medicaid Worksheet · Durable Power of Attorney · Healthcare Directive · Personal Care Agreement
Examples only. Relaw generates from the firm's own configured Word and PDF templates; no legal forms are bundled.
- 01
Resources are a worksheet, not a scavenger hunt.
Homestead, accounts, and transfers live in structured intake so the Medicaid file and the estate documents share one record.
- 02
Capacity and care stay attached to the matter.
Who holds the POA, who is providing care, and what the physician said are on the file — next to the deed and the directives.
- 03
The consult is on the matter when you hang up.
Family meetings are messy. Notetaker writes the summary onto the file so the next draft is not from memory.
The single-pane practice
One record for authority, care, resources, and family.
Elder-law matters fail at the handoffs: a child starts the call, an agent signs, a facility supplies facts, and years of financial records arrive piecemeal. Relaw gives the legal team one controlled matter record for the full planning or crisis workflow.
Work that used to live apart
Crisis intake
Client, authority, care setting, and urgency
Financial worksheets
Resources, income, transfers, and proof
Family call notes
Decisions and open questions on the file
Document chases
Missing statements and verifications visible
Status inboxes
Family, facility, advisor, and agency context
→
Your sole workspace
Relaw for Elder Law
Matter record
Email
Calendar
Documents
Meetings
Workflow
Work the matter without opening a separate inbox, calendar, meeting-notes app, template tool, or task board.
Authoritative specialist systems can remain underneath
- State benefits portals
- Medicaid planning calculators
- Guardianship e-filing
- Fiduciary accounting
The matter lifecycle
Run the whole elder law matter here.
The record compounds as the matter moves. Facts, files, decisions, communications, and follow-through do not reset at every stage.
- 01
Triage
Know who the client is—and who can act.
Capture representation, capacity, agents, fee payers, care setting, and urgent dates before work begins.
In Relaw: Authority and access stay explicit across the matter.
- 02
Assemble
Turn records into an explainable resource picture.
Household, income, resources, insurance, transfers, and five years of supporting records arrive in one workflow.
In Relaw: The team sees what is verified, missing, stale, or waiting on someone else.
- 03
Plan
Keep the strategy and evidence together.
Meetings with the client, family, facility, physician, and advisors produce decisions and follow-up.
In Relaw: Summaries and drafts use the same current matter context.
- 04
Follow through
Make every external wait state visible.
Applications, information requests, appeals, renewals, and care transitions create long periods of follow-up.
In Relaw: Stages distinguish waiting on family, facility, agency, or attorney review.
The matter record
Structure the facts the work keeps reusing.
Elder Law work is not a folder of files. It is a changing set of people, dates, decisions, evidence, and obligations that every later draft depends on.
Care & household
The living and care facts driving the work.
- Residence and facility
- Level of care
- Spouse and household
- Caregivers and physicians
Resources & transfers
The attorney-reviewable financial chronology.
- Resources and ownership
- Income and expenses
- Transfer history
- Verification status
Matter-grounded AI
Ask the matter. Not a blank chat.
Intake, vault files, meetings, drafts, email, and matter activity are already in context. Relaw can prepare the next piece of work; the legal team reviews what happens next.
Crisis review
01Ask Relaw
“Summarize who can act, the current care setting, urgent dates, and every missing authority document.”
What you get
A fast, controlled intake brief.
Resource review
02Ask Relaw
“Build a chronology of transfers and identify which entries still lack a statement, deed, or explanation.”
What you get
A review queue—not an eligibility calculation.
Family follow-up
03Ask Relaw
“Draft separate updates for the agent and involved family based on their roles and the open items.”
What you get
Contextual communications held for attorney approval.
FAQ
Direct answers.
What Relaw is, what it is not, and what clients see.
Yes. Elder law is a designed workspace: questionnaires for the client, family, care, and resources, plus document generation from the firm's templates. Estate planning, probate, and administration sit in the same OS when the file turns into one of those matters.
See Relaw for elder law.
White-glove setup for Medicaid, capacity, and long-term care templates.
Request a demo
14-day trial after onboarding · Standard from $269/mo annual