Audience

Estate-planning attorneys and law firms searching for a tool to intake clients, manage traditional and digital assets, and streamline workflows across their practice

About Eternal Pro

Eternal Pro is a cloud-based estate-planning intake and digital-asset-management platform built for modern estate-planning professionals, enabling the seamless intake of both traditional and digital assets, streamlined collaboration between attorneys, staff, and clients, and real-time workflow integration across practice-management systems. With a centralized hub replacing paper forms, PDFs, and scattered emails, the software supports comprehensive questionnaires that can be customised instantly, real-time form editing by clients and staff, a full inventory of assets from real-estate to crypto wallets, and secure “cold-storage” technology for highly sensitive data. It integrates directly with popular tools such as Clio, Lawmatics, MyCase, and over 9,000 more applications via Zapier, ensuring any client matter flows accurately without duplicate data-entry or human error.

Integrations

API:
Yes, Eternal Pro offers API access

Ratings/Reviews

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Company Information

Eternal Pro
Founded: 2023
United States
eternal.me/

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

Eternal Pro Frequently Asked Questions

Q: What kinds of users and organization types does Eternal Pro work with?
Q: What languages does Eternal Pro support in their product?
Q: What kind of support options does Eternal Pro offer?
Q: What other applications or services does Eternal Pro integrate with?
Q: Does Eternal Pro have an API?
Q: What type of training does Eternal Pro provide?

Eternal Pro Product Features