Time Entry & WIP Capture for Estate Tax Specialists with BNA Estate Planner
The Problem
Estate Tax Specialists write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build in BNA Estate Planner
AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running BNA Estate Planner — uses the native API or agent integration so nothing leaves the system of record.
BNA Estate Planner Integration Approach
Audit your BNA Estate Planner configuration
We map the specific BNA Estate Planner objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the BNA Estate Planner API or agent
Integration happens inside BNA Estate Planner — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in BNA Estate Planner with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your BNA Estate Planner instance
30-minute call. We'll look at your actual BNA Estate Planner setup and show exactly how this workflow fits.