MikeA legal AI workspace for elder law firms
Elder law firms use Mike to read financial records, care facility contracts and benefit notices, build asset and transfer tables, and draft planning documents and letters from the client file. Every statement Mike writes links to the page it came from, so an attorney can check the record before advising the family.
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Attorney: Review Mr. Pellegrino's bank statements for large transfers and read the Maple Grove admission agreement for anything the family should not sign as written.
Mike: There is one large transfer to the client's daughter, and the benefits agency will ask about it [1]. The admission agreement also makes the daughter personally responsible for charges as the responsible party [2], and it requires arbitration of disputes [3]. I drafted a letter asking the facility to remove the personal responsibility language.
- [1] Credit union statement, May, p. 2
- [2] Admission agreement, § 4.3, p. 6
- [3] Admission agreement, § 11, p. 15
Mike created Letter to Maple Grove.docx.
Example matter. Names and documents are fictional.
Elder law files are made of documents that other people created: statements from several institutions, admission agreements, agency letters, medical summaries. Families bring them in a hurry and often out of order. Mike reads them together, organizes the facts and flags what an agency or facility will ask about.
Cuanto Labs loads your engagement letters, powers of attorney and benefit application checklists into Mike and connects it to your client folders. Account statements and facility contracts for older clients stay inside your firm's own installation.
What Mike does for your practice
- Asset and transfer reviews
- Mike reads several years of bank, brokerage and retirement statements and builds a table of accounts, balances and large transfers, each linked to its statement page. Attorneys use it to see what a benefits application will have to explain before the application is filed.
- Benefit application preparation
- From the client's records, Mike drafts the lists of assets, income and expenses and the cover letter that go with an application for long-term care benefits, and notes the supporting documents still missing. An attorney reviews everything before it is submitted.
- Facility contract review
- Mike reads an admission or care agreement and lists the fees, responsibility and guarantor provisions, discharge terms and arbitration clauses, with the page for each, so the attorney can advise the family before anything is signed.
- Notice and denial analysis
- Upload an agency notice or denial and Mike summarizes the stated reasons, the dates and the appeal steps it describes, and compares them with the documents in the file, so the attorney can see which reasons the record answers.
- Planning and fiduciary documents
- Mike drafts powers of attorney, health care directives and trust documents from your firm's templates and the client's facts, as Word documents. Revisions come back as tracked changes for the attorney to accept or reject.
- Guardianship and capacity research
- Mike searches case law through CourtListener on guardianship standards, capacity and undue influence, reads the opinions, and checks each case citation against CourtListener before it appears in an answer.
How we set it up for your firm
- Look-back statement template
- We build a Tabular Review template with the columns your attorneys use for a look-back: institution, account type, statement month, opening and closing balance, and any single withdrawal over the amount you set.
- Admission agreement clause list
- We save a workflow that reads a facility admission agreement for the responsible party, guarantor, arbitration, discharge and fee-increase provisions, and returns each one with its page.
- Planning document library
- We load your durable powers of attorney, health care directives, trust forms and agency letters, with the optional clauses your attorneys choose between, so drafts are built from your own wording.
- Application packet checklist
- We turn the document list for a long-term care benefit application into a checklist Mike fills from the file, marking what is present, what is missing and what looks out of date.
- Family document intake
- We agree how records from adult children and agents under a power of attorney are filed, so Mike reads one client file instead of several partial ones.
Questions attorneys ask
Can Mike tell us whether a client qualifies for benefits?
No. Eligibility turns on the program's current rules and on judgment about the client's situation, and that is an attorney's job. Mike organizes the records the application depends on, shows transfers and balances in tables, and drafts the lists and letters. Everything it reports links to its source page for you to check.
How does Mike handle years of statements?
Mike reads every statement you load, once scanned pages have been through text recognition, and pulls balances, dates and large transactions into a sortable table. It tells you when a page could not be read and lists months that are missing from a series, so gaps are found before the agency finds them.
Can Mike help with a transfer the family calls a gift or a loan?
Mike places the transfer in the record: it finds the withdrawal, the matching deposit if that account's statement is in the file, and any note, check image or letter that mentions it. Whether the explanation holds up under the program's rules is for the attorney. Mike lists what the file shows and what it lacks, so the family knows which documents to look for.
Can Mike compare two versions of a power of attorney?
Yes. Upload the client's existing power of attorney beside your firm's current form and Mike lists the differences in gifting authority, successor agents, compensation and authority over trusts, with the page for each. If you want edits, it returns your form with tracked changes, so the attorney sees each proposed change before anything is signed.
Can family members use it?
Accounts are for your firm's people. Families receive what your attorneys choose to send them, such as a checklist of documents to gather, a summary of a facility agreement or a letter. Mike produces those as Word documents or spreadsheets that your team reviews and sends in the usual way.
Can Mike research how courts treat undue influence claims?
It searches case law through CourtListener, reads the opinions it finds, and checks each case citation against CourtListener before including it. Statutes and agency manuals sit outside that check; they come from whichever sources your firm connects during setup. The attorney reads the opinions Mike cites and decides which ones fit the facts of the client's family.
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Bring Mike to your firm.
Book a 30-minute call. Tell us about your practice and the systems your documents live in, and we'll come back with a setup plan for your firm.
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