Ekspat

Ekspat

EXPAT
Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
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+

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About

EXPAT CRM is a cloud CRM for immigration agencies, legalization specialists, law firms and HR teams that handle cases of foreigners in Poland. The client fills in a questionnaire in Polish, Ukrainian, Russian or English and uploads documents in the client panel, where the case status is visible. The specialist checks each file and approves it or returns it with a comment. From the questionnaire answers, EXPAT CRM prepares the case documents: the application, declarations and a power of attorney. It covers 8 procedures, including temporary and permanent residence, EU long-term residence, invitation, EU citizen registration and Polish citizenship. Teams also get editable document checklists with examples, reminders of visa, residence card and interview dates, client assignment to managers, reports and a case archive. The EXPAT team moves data from spreadsheets or another CRM free of charge. The interface is available in English, Polish, Russian and Ukrainian.

About

Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Immigration agencies, legalization specialists, law firms and HR teams handling foreigners' cases in Poland

Audience

Law firms and legal teams handling estate-planning matters for clients, including will and related-document preparation.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

200 PLN/month
Start: PLN 0 per month for accounts registered by 31 December 2026 (standard price PLN 100 per month), up to 3 active clients. Basic: PLN 200 per month, up to 50 clients. Extended: PLN 600 per month, up to 250 clients. Premium: PLN 1,000 per month, unlimited clients. Annual billing saves 17%. Prices are net, plus VAT.
Free Version Supported
Free Trial Not Supported

Pricing

$49/transaction
$49 per transaction; no fixed-term contract is required.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

EXPAT
Founded: 2024
Warsaw, Poland
expat.pl

Company Information

Prolegis Solutions
Founded: 2018
Canada
www.prolegis.ca/estateplan

Alternatives

Alternatives

Bancroft

Bancroft

Bancroft Sysyems
SpaceLizit

SpaceLizit

PMSPACE AI

Categories

Immigration Supported

Categories

Estate Planning Supported

Integrations

Clio Not Supported

Integrations

Clio Supported
Claim Ekspat and update features and information
Claim Ekspat and update features and information
Claim Prolegis Estate Plan and update features and information
Claim Prolegis Estate Plan and update features and information