Private Beta
Upload your documents, invite external collaborators with scoped access, and connect live account balances via Plaid. Every answer is grounded exclusively in your files and cited to the source.
Summary
Irrevocable trust under the Johnson Family Trust Agreement. Michael Johnson serves as successor trustee; annual accounting due to beneficiaries under Article 12.3.
Action Items
Built on infrastructure trusted by enterprise
Capabilities
Generate a complete matter summary in one click — what has been done, what is outstanding, and recommended next steps based on your firm's historical procedure. Briefings self-update as documents evolve.
Invite attorneys, RIAs, and CPAs into a matter workspace with a single link. Each party receives role-scoped access — a CPA sees only tax documents, an RIA sees only financials. Work that happens over email moves into a structured, auditable workspace.
Cella learns how your firm operates with each matter you run. Suggested action items are generated directly from document context, then edited, assigned, and tracked per matter.
Ask any question about a matter in plain English. Cella reads across all uploaded documents, synthesizes an answer, and cites the source file. If the answer is not in your documents, it says so — it will never fabricate information.
Cella's Plaid integration pulls live balances and statements from bank and brokerage accounts held in trust directly into the matter workspace. Attorneys and trustees see current figures without calling the advisor or waiting for a PDF.
More in private beta
hello@cellaai.com →Privacy & Security
Cella is built for the legal industry's standards — encrypted at rest, isolated by matter, and connected to AI infrastructure with enterprise-grade privacy guarantees.
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We'll walk you through the product and answer any questions about how Cella fits into your firm's workflow.
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