Product Development
Philip King was a successful lawyer with an Ohio probate and guardianship law firm. He recognized that the probate process was full of repetitive forms and manual steps, which led him to a eureka moment: an idea for a better way to handle the forms.
When King came to Taazaa with a strong idea for automation, we didn’t just see him as a client. We saw him as a partner who needed help turning a sharp professional insight into a commercial product.
King knew that the probate process suffered from a fragmented intake method and duplicate data entry. Information about the decedent, fiduciary, assets, heirs, and hearings had to be re-entered across dozens of forms. Manually re-keying all this information led to errors, inconsistencies (name spellings, addresses, dates), and slow turnaround.
Likewise, there was considerable administrative overhead. The preparation of waivers, notices, receipts, and returns involved highly repetitive manual work. Any correction or newly discovered asset required manual updates across many of these forms.
All of this repetitive, manual effort introduced compliance and formatting risks. This wasn’t helped by the fact that county-specific templates and e-filing variants changed periodically. Any outdated forms or missed checkboxes risked rejection.
All of this added up to a poor client experience during their difficult time of bereavement. Dense, confusing PDFs led to a lot of back-and-forth and phone guidance from King’s staff.
In short, the firm was losing time and money to repetitive form work, a high human error rate, and a suboptimal client experience.
If he wanted to grow the business, King needed a way to scale paralegal workflows without incurring proportional hiring costs.
He started to envision a software solution that could produce standardized, court-ready packets needing fewer last-minute fixes. It would enable a mobile- and web-friendly digital intake of a decedent’s information, rather than printable PDFs.
Off-the-shelf solutions didn’t have what he needed. He sought a solution that understood Ohio probate processes and forms end-to-end, not a generic document filler.
What Philip King didn’t know at the time was that he was about to launch a whole new company: Snapform AI.
The Taazaa team worked with King from the very beginning. We helped him develop his idea into a clear application design.
The first version of the tool was specifically for use in King’s law firm, and it successfully digitized and automated his entire probate workflow. The initial results were powerful and immediate.
We transformed complex, county-specific court forms into guided, shareable client questionnaires that auto-generate court-ready PDFs. The solution reduced manual data entry, errors, and administrative overhead for attorneys and paralegals.
Designing and developing Snapform AI gave the Taazaa team some unique challenges.
For one, probate filings involve complex, interdependent forms, many of which share the same fields but have different labels or layouts. There are county-specific and e-filing variants.
Every form had conditional logic and stateful workflows that impacted the filing—will or no will, spousal elections, sale of assets vs. distribution in kind, and so on.
Another challenge was turning “legalese” into client-friendly inputs, then turning client responses into highly accurate outputs precise enough to be accepted in court.
To address these complexities, the team developed a centralized probate data model. This model serves as a single source of truth, facilitating intelligent, conditional propagation.
Snapform AI utilizes plain-language questionnaires with validations and tooltips that are mapped to legally precise, court-compliant PDFs. The system ensures accuracy throughout the lifecycle of the filing, utilizing cross-form validation and asset-type-aware workflows.
The Taazaa team’s highly collaborative methodology enabled them to rapidly iterate on the application’s features and functionalities based on paralegal feedback, training sessions, and the responsive handling of edge cases.
Snapform AI delivered everything Philip King wanted and more.
The application reduced paralegal time by 60-80% for standard probate packets. Intake time shrank from 2-3 hours to 30-45 minutes—including the time it takes clients to complete all the necessary forms. It even handles updates to a case in minutes.
Now, there are fewer errors, inconsistencies, and missed signatures or checkboxes. This means lower rejection rates and fewer partner “cleanup” passes.
The Taazaa solution allowed King to reduce operational costs while increasing capacity. His firm now handles more cases without needing to hire additional staff. Freed from tedious paperwork tasks, King’s attorneys reclaimed their time to use for strategy, client communication, and growth.
King found that Snapform AI’s guided online questionnaires reduced confusion and the need for client follow-ups. These web-based forms can be completed by clients wherever and whenever they find it most convenient. King’s legal staff see the same forms and the same answers to let them collaborate with clients to get the right information into the form.
The probate-native approach means the solution is deeply aligned with Ohio probate forms and processes. Workflows are organized around people, assets, and events, rather than form numbers, making it easier for new staff to get up to speed.
Snapform AI generates court-ready PDFs that are indistinguishable from those prepared manually, including e-filing specifics. It’s also future-proof, with admin tools that can be adjusted as courts update forms, and easy addition of new county variants.
Snapform AI did more than just make King’s practice efficient. It proved that his idea had massive potential beyond the firm.
As a result, King decided to take Snapform AI to market. He founded a new software company based entirely on the product he and Taazaa built together.
Our partnership transformed Philip King from a practicing attorney into a software CEO.
And the story doesn’t end there. The Taazaa team continues to support and refine Snapform AI, while Taazaa’s Marketing Studio helps build the brand and find new customers.
That’s the power of Taazaa. We’re not just a software vendor that builds code. We’re an end-to-end solutions partner that helps leaders launch entire businesses from a single, powerful idea.
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