Prolegis Estate Plan

Prolegis Estate Plan

Prolegis Solutions
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About

HAQQ is a legal AI and practice management platform designed to help lawyers, law firms, legal teams, businesses, governments, and consumers complete legal work faster. The platform supports drafting, legal research, contract review, risk analysis, matter management, billing, CRM, document management, tasks, time tracking, client portals, and mobile access. HAQQ combines chat, eFirm, mobile apps, eBar, client portal, API, MCP, legal sources, firm knowledge, templates, precedents, clause libraries, playbooks, policies, and matter history in one operating system. Its agentic legal system uses model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop workflows. The platform includes enterprise-grade security with cross-matter isolation, audit trails, role-based access control, anonymization, GDPR, ISO 42001, ISO 27001, and SOC 2 Type II compliance.

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 Supported
iPhone Supported
iPad Supported
Android 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

HAQQ is best suited for lawyers, law firms, legal departments, bar associations, governments, enterprises, compliance teams, legal operations teams, small legal teams, and consumers that need AI legal drafting, legal research, contract review, matter management, billing, CRM, document management, secure legal data handling, and practice management

Audience

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

Support

Phone Support Supported
24/7 Live Support 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

No images available

Screenshots and Videos

No images available

Pricing

$0
Free Version Supported
Free Trial 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 Supported
Webinars 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

HAQQ
Founded: 2022
United States
haqq.ai/

Company Information

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

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Bancroft

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August

August

August Law
Referent

Referent

AI Lawtech Sp. z O.O.

Categories

AI Legal Supported

Categories

Estate Planning Supported

Integrations

Clio Not Supported

Integrations

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