Herald is developed with and for notaries, lawyers, asset managers and tax advisers. It’s key mission is to support and enhance work related to cross-border inheritance & succession. Designed with an expert-first approach, Herald streamlines and facilitates work with Private Clients, freeing expert to focus on value-add client-facing services.
Compliant. Accurate. Reliable.
ENHANCE YOUR RESEARCH, DOCUMENT DRAFTING, AND PROJECT WORKFLOW MANAGEMENT.
Herald AI streamlines expert work on cross-border inheritance cases. From intake to tax&filing strategy, document drafting in line with local regulations, deadline management, and cross-border collaboration. It supports lawyers, notaries, and asset managers, saving valuable time, guiding the process, and providing more time for high-value-added services.
Herald transforms client intake & triage. It provides a dynamic questionnaire to be used directly by the client or firm employee. It guides the intake, dynamically adapting to each client’s specifics. It sets a structured and detailed foundation, reduces back-and-forth, and identifies gaps early on. Finally, it produces client-facing and internal reports to be used for case assessment and further steps.
Using case reports from the client intake stage and jurisdiction-specific knowledge, Herald drafts necessary documents in line with expert preferences and legal requirements of each jurisdiction. Experts review and approve every output – reducing drafting time while maintaining legal accuracy and control.
Multi-jurisdiction matters require careful sequencing and oversight. Herald proposes tasks, identifies statutory deadlines, and supports cross-border collaboration – ensuring nothing moves forward without explicit expert confirmation.
As a pure service for experts solution, Herald AI requires no implementation. Just sign up, log in, and enjoy your work simplified and enhanced.
Insights on cross-border inheritance, legal workflows, and product development, updates on how Herald evolves alongside the professionals it supports.
Have a question or need more information? Send us a message using the contact form and our team will get back to you as soon as possible.
Rue du Grand-Pont 12, 1003 Lausanne, Switzerland
ask@herald-ai.legal
