Current Release

Version: 1.0.0 Release Date: December 2025

Overview

Initial release of Your Trusted Planner, the estate planning portal for attorneys and clients.

New Features

Journey System

Create and manage journey templates with milestones and bridge steps
Track client progress through multi-step workflows
Support for both attorney and client action items
Bridge conversations for iterative review cycles

Document Management

Document template system with variable placeholders
Generate documents from templates with auto-populated client data
Electronic signature support
Document upload and review workflow
Integration with PandaDoc for advanced signing and notarization

Client Management

Client profiles with detailed contact and family information
Client status tracking (Prospect → Active)
Internal notes and activity logging
Assign attorneys to clients

Matters & Services

Service catalog for defining offerings
Matter management for client cases
Link services to matters
Fee tracking and payment status

Appointments

Schedule appointments with clients
Calendar integration with Google Calendar
Appointment status tracking

Help System

Built-in help center for attorneys and clients
Context-aware documentation
FAQ library

Technical Highlights

Platform: Cloudflare Workers (edge deployment)
Database: Cloudflare D1 (SQLite)
Storage: Cloudflare R2 (documents)
Cache: Cloudflare KV (sessions, tokens)
Queues: Cloudflare Queues (async processing)

Integrations

PandaDoc - Document signing and notarization
LawPay - Payment processing
Google Calendar - Attorney calendar sync
OpenAI - AI-powered client assistance

Known Limitations

Email notifications require additional configuration
Calendar sync is one-way (YTP to Google)
Maximum file upload size is 10MB

Coming Soon

Two-way calendar synchronization
Enhanced reporting and analytics
Mobile-optimized experience
Additional payment gateway options