The problem of manual data entry in estate planning firms is a significant productivity killer that carries tangible costs, including wasted hours, error rates, burnout, and slower client turnaround. This outdated practice affects firms of all sizes, with staff spending 4-10 hours per week copying data into CRMs or spreadsheets. Estate planning firms are already leveraging automation platforms like Nanonets to streamline their workflows, reducing errors, burnout, and operational overhead. With intelligent OCR and document classification, custom field extraction, seamless integrations, audit-friendly workflows, no-code customization, and the ability to handle 5-50 clients per week, Nanonets can give teams time back, reduce operational overhead, and unlock new levels of productivity.