# Demand Package Drafting for Probate Paralegals

> AI drafts the demand from the matter file in EstateExec, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.

- **Role:** [Probate Paralegal](https://calish.com/workflows/for/probate-paralegal/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Probate Administration](https://calish.com/workflows/specialty/probate-administration/)
- **Action:** Demand Package Drafting
- **Canonical URL:** https://calish.com/workflows/demand-package-drafting-for-probate-paralegal/

## The Problem

Probate Administration demand packages are the highest-leverage document in the case — and they're the ones associates have the least time to draft well.

## What We Build

AI drafts the demand from the matter file in EstateExec, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero.

## Tools & Integrations

- EstateExec
- Clio
- Zola Suite
- Google Drive

## How It Works

1. **Discovery call.** We map your current demand package drafting process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [EstateExec](https://calish.com/workflows/with/demand-package-drafting-for-probate-paralegal-with-estateexec/) — Demand Package Drafting built natively in EstateExec
- [Clio](https://calish.com/workflows/with/demand-package-drafting-for-probate-paralegal-with-clio/) — Demand Package Drafting built natively in Clio
- [Zola Suite](https://calish.com/workflows/with/demand-package-drafting-for-probate-paralegal-with-zola-suite/) — Demand Package Drafting built natively in Zola Suite

## Related Workflows

- [Closing Checklist & Disclosure Packet for Probate Paralegals](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-probate-paralegal/)
- [Employment Handbook & Policy Updates for Probate Paralegals](https://calish.com/workflows/employment-handbook-and-policy-updates-for-probate-paralegal/)
- [Bankruptcy Schedule & Means Test for Probate Paralegals](https://calish.com/workflows/bankruptcy-schedule-and-means-test-for-probate-paralegal/)
- [Client Intake & Conflict Screening for Probate Paralegals](https://calish.com/workflows/client-intake-and-conflict-screening-for-probate-paralegal/)
- [Deposition Summary Generation for Probate Paralegals](https://calish.com/workflows/deposition-summary-generation-for-probate-paralegal/)
- [Discovery Document Review for Probate Paralegals](https://calish.com/workflows/discovery-document-review-for-probate-paralegal/)

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