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Wealth Docx
Drafting and Review
Category

Wealth Docx provides interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, retirement & more. This service would be espcially helpful for lawyers practicing in this area.

Price starts at
Visit website.
Features
  • Irrevocable Trust System
  • PC and Mac seamless compatibility
  • Live, virtual, and personalized training included with subscription
Integrations
  • Clio
  • Lawmatics
  • Practice Panther
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Emergent
Drafting and Review
Category

Estate Planning & Vault Manager is an award winning, easy-to-use, intuitive and customizable Will drafting program. Entered information is used to generate Wills (Single or Mirror), Powers of Attorney (Representation Agreements and Personal Directives), Reporting Letters and even your Statement of Account.

Price starts at
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Features
  • Legal Intake for Wills
  • Automatic Reminders
  • No formatting required.
Integrations
  • Canada Wills Registry Integration
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Settify
Firm Growth and Client Intake
Category

When separating, approaching a lawyer can be overwhelming. Settify invites your clients to stop browsing and start on their matter while also providing an introductory understanding of the legal process and topics directly relevant to them. At the same time, our intake system extracts the information you need to host a brilliant first meeting.

Features
  • Better market your business - turn more people that browse your website into clients
  • Impress new clients with a sophisticated client intake
  • Save time gathering initial client information
  • Filter and allocate matters quickly and focus on valuable clients
  • Risk management - avoid chasing clients multiple times and getting data wrong
Integrations
  • Clio & LEAP
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Estatebly
Drafting and Review
Category

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.I have custom templates that I would like Estateably to autofill - is that possible?

Price starts at
$99 per file
Features
  • Estate administration
  • Trust administration
  • Metrics Dashboard
Integrations
  • Google Suite,
  • Salesforce,
  • Clio
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LitiGate
Drafting and Review
Category

LitiGate provides dispute resolution teams with an end-to-end operating system that automates repetitive tasks, facilitates real-time collaboration and uses cutting-edge AI to analyse case data, reveal untapped information and relevant law.

Price starts at
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Features
  • Chronologies
  • Quick, slick, bundle building
  • Tag Manager
Integrations

N/A

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HotDocs
Drafting and Review
Category

Leading provider of automated document assembly technology, globally. Our software allows organisations to transform frequently used documents and forms into intelligent templates that enable superfast production of custom documentation.

Price starts at
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Features
  • Template version control for all shared documents.
  • Firm productivity analysis available.
  • Focus on standardization, compliance, and operational efficency.
Integrations

N/A

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Alt Legal
Drafting and Review
Category

Alt Legal is an automated IP docketing software. It is intuitive and cloud-based and makes the preparation and management of global IP filings easy.

Price starts at
$50/month
Features
  • Automate Manual Docketing
  • Quick Reports and Custom Email Templates
  • §2(d) Trademark Watch
Integrations

N/A

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Athennian
Drafting and Review
Category

Athennian is a modern business entity and subsidiary governance platform that powers teams to be transaction, audit, and compliance-ready. Legal, finance, and tax professionals use Athennian to automate workflows for ownership, governance, tax, and corporate compliance.

Price starts at
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Features
  • Task Management & Compliance Reminders
  • Legal Portal
  • Data Migration
Integrations

N/A

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Smokeball
Drafting and Review
Category

Smokeball is a cloud-base servoice offering an all-in-one practice management software to law firms. The company's strength lies in automatically recording time and activity for you.

Price starts at
US$29 per user monthly
Features
  • Mobile app.
  • 'Communicate' Client Portal
  • Legal Form Library
Integrations

N/A

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