Alternatives to Eternal Pro
Compare Eternal Pro alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Eternal Pro in 2026. Compare features, ratings, user reviews, pricing, and more from Eternal Pro competitors and alternatives in order to make an informed decision for your business.
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1
Lawmatics
Lawmatics
Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. -
2
NaviPlan
Advicent
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. -
3
8am DocketWise
8am
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".Starting Price: $50 per month -
4
eState Planner
eState Planner
eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.Starting Price: $119 per month -
5
GoodTrust
GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.Starting Price: $149 one-time payment -
6
Wealth.com
Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion. -
7
Arken
Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.Starting Price: $140.29 per month -
8
Bancroft
Bancroft Sysyems
Bancroft is a cloud-based estate-planning platform for financial advisors, RIAs, and firms that coordinate estate-document preparation and follow-through with client households. Advisors invite clients to a branded portal, where each document has a guided questionnaire and shared household details can prefill relevant answers. The platform generates state-specific wills, revocable trusts, powers of attorney, HIPAA authorizations, and supporting documents, and gives advisors a dashboard for tracking document progress and outstanding tasks. Trust-funding workflows organize retitling, beneficiary, and deed tasks, with draft letters for advisor review. Other tools include an encrypted Digital Safe for household records, trust updates, and blended-family views showing outcomes under either spouse’s order of death. Bancroft is software, not a law firm; individual legal advice is outside the platform.Starting Price: $299/month -
9
Luminary
Luminary
Luminary is a purpose-built, cloud-first platform designed for wealth advisors, family offices, and estate-planning professionals to transform static trust and estate documents into dynamic digital records, interactive visualizations, and actionable insights, all powered by AI assistance. With Luminary, you can upload legacy or contemporary planning documents and instantly receive clear summaries and extracted data, dramatically reducing review time by up to 80%. The system allows you to build interactive estate-flow diagrams and “waterfalls” that automatically update with asset values, offering clients clarity about who receives what and when. You can model advanced strategies such as GRATs, SLATs, and CLTs within one connected environment, compare options side by side, and deliver polished, brand-aligned presentation materials in minutes rather than days. -
10
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
11
Trust & Will
Trust & Will
Trust & Will is an online estate-planning platform that enables individuals and families to create legally binding documents, such as wills, trusts, guardianships, and powers of attorney, via an intuitive, guided interface. Users answer straightforward questions about their assets, family structure, and wishes, and the system generates custom legal documents in minutes. The platform also supports browser-based storage of documents, secure sharing with selected individuals and attorneys, and ongoing updates as life circumstances change. With a focus on accessibility, Trust & Will helps users manage end-of-life planning without the expense or complexity of traditional law-firm engagements. Our platform is designed for self-service, but our customer support team is available to guide you every step of the way.Starting Price: Free -
12
Fabric by Gerber Life
Fabric by Gerber Life
Fabric’s free online will maker lets you create a digital last will and testament in just five minutes, guiding you through key steps like appointing a guardian, naming beneficiaries, and specifying your final arrangements, all with a simple, easy-to-understand interface. After answering a few questions, you’ll receive a downloadable document that you can sign, have witnessed, and make legally binding with a printer, pen, and two witnesses (the platform shows you exactly how). The system is designed specifically for young families, enabling you to share the will with your spouse or guardian, attach supporting instructions, and know that your assets and children are protected without paying a fee. You control who sees the file and can return to make edits at any time. While it streamlines the process and helps you complete essential estate-planning tasks quickly, the tool also advises you to review your situation with an attorney if there are complex assets or state-specific questions.Starting Price: Free -
13
Vanilla
Vanilla
Vanilla is a comprehensive, AI‑powered estate planning platform designed for financial advisors, estate planners, and attorneys. It streamlines the full advisory workflow, from streamlined client intake with Estate Health Check, through collaborative onboarding and document abstraction, to dynamic estate plan creation, visualization, and scenario modeling. It generates on‑demand legal documents (like trusts, wills, power of attorney, healthcare directives) via a questionnaire or attorney-assisted workflow. It abstracts key data from uploaded documents and builds interactive estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall visualizations. Advanced scenario planning tools, such as ILITs, SLATs, GRATs, and Generation‑Skipping Transfer Tax modeling, help users compare strategies over time. -
14
TrustedHeir
TrustedHeir
Your clients have dozens to hundreds of ever-changing online assets from financial accounts, social media profiles, email, photos, and online subscriptions. Managing these frequently-changing assets for your clients offline is challenging and time consuming. TrustedHeir’s secure cloud-based application simplifies digital estate planning by empowering your clients to actively manage and update their digital estate. It’s designed to automate the process of organizing your client’s digital assets, keeping their login information up-to-date and managing the execution of the digital estate upon your client’s passing. With TrustedHeir, simply provide us with your client’s name, address and email and we’ll take it from there. From client onboarding to creating digital assets and assigning digital trustees, to upkeep of your client’s account information, we’ve got you covered. -
15
Gavel
Gavel.io
Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.Starting Price: $83 per month -
16
Wealth Docx
WealthCounsel
Wealth Docx Complete is a cloud-based document drafting software that enables attorneys to create estate planning documents anywhere, on any device. It offers interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, and retirement. Key features include customized drafting, individualized documents through guided interviews, scenario-based design templates for specific fact patterns, automated updates with the latest legal language and functionality, and state-specific documents incorporating preferred provisions or statutory references. Ancillary documents, including durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Comprehensive charitable planning, including testamentary charitable trust and private foundation. Ancillary documents, including pour-over will, power of attorney, and property agreement. -
17
Lawgic
Lawgic
Lawgic is a document-generation platform specifically designed for trusts & estates and family-law attorneys, which guides users through a question-and-answer interview and then automatically produces comprehensive, state-specific legal documents, including wills, trusts, premarital agreements, and marital-settlement agreements. The software uses patented “Intelligent Legal Technology” to build bespoke provisions based on attorney selections, generate client-friendly summaries of wills or trusts, and dramatically reduce drafting time, typically saving 3-10 hours per plan. It supports multiple U.S. states with tailored modules and offers integrated training and support to ensure lawyers can use the system efficiently. Lawgic emphasizes the combination of expert-developed content, time-saving automation, and high-quality output so that attorneys can focus on strategic advice rather than repetitive drafting. -
18
Elayne
Elayne
Elayne is a modern estate and legacy management platform designed to help families plan ahead and navigate loss with clarity and confidence. It centralizes documents, financial accounts, and key information so you can protect your wealth and ensure your wishes are honored. With AI-driven assessments and personalized recommendations, Elayne adapts your estate plan as life changes. After a loss, Elayne provides a compassionate, step-by-step settlement roadmap supported by a dedicated human concierge. Automated account discovery, claims management, and asset distribution reduce stress during an already overwhelming time. Elayne empowers individuals and families to organize, safeguard, and settle estates with peace of mind.Starting Price: $24/month -
19
Complex Interests
Complex Interests
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.Starting Price: $2000.00/year -
20
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
21
PortfolioPilot
PortfolioPilot
PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.Starting Price: $20 per month -
22
Lexidesk
Lexidesk
Lexidesk is the AI intake platform built only for consumer-facing law firms. It answers phone calls and website enquiries 24/7, runs real intake conversations, qualifies and scores every lead, books consultations or live-transfers urgent matters, follows up automatically, and syncs a structured summary into the firm's CRM. Unlike a chatbot or phone tree, Lexidesk handles reception and intake in one natural conversation. It supports 25+ languages, recognizes returning callers, and routes non-lead calls to the right person. Native integrations include Clio, HubSpot, Lawmatics, HighLevel, Calendly and Acuity, with custom webhooks for anything else. A deployment suite adds agent versioning, AI simulation testing, and instant rollback. Onboarding is white-glove and done-for-you, with firms live in 2 to 3 days. Practice areas served include family, immigration, criminal defense, personal injury, estate planning and employment law.Starting Price: $500/month -
23
LegalShield
LegalShield
LegalShield is a legal-services membership platform that gives individuals and businesses access to a network of experienced attorneys for consultation, document review, and legal representation without hourly billing. Members get unlimited legal advice on covered personal or business issues, letters and phone calls made on their behalf, document review (contracts, leases, wills), emergency legal access 24/7 for covered situations, and discounted rates if additional services are needed beyond plan benefits. The system simplifies access to legal assistance by matching members with provider law firms that average 22 years of experience, enabling secure lawyer communication via a mobile app or portal, and handling a wide range of legal scenarios, from estate planning and landlord-tenant issues to small-business matters like contract review and debt collection.Starting Price: $26.95 per month -
24
Holistiplan
Holistiplan
Holistiplan is an award-winning financial planning platform that automates tax analysis and scenario planning for financial professionals. Using advanced OCR technology, it scans and interprets client tax returns in seconds, turning complex data into clear, actionable insights. Advisors can model tax scenarios, identify savings opportunities, and recommend strategies such as Roth conversions, charitable giving, or tax-efficient withdrawals. Beyond tax planning, Holistiplan also supports insurance and upcoming estate planning modules, making it a complete wealth management companion. Designed by CFP® professionals, the software helps advisors scale personalized advice while saving time and improving accuracy. Trusted by over 30,000 users, Holistiplan empowers professionals to deliver deeper financial value and stronger client relationships.Starting Price: $449 per year -
25
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
26
HelloCounsel
HelloCounsel
HelloCounsel is an AI voice agent built specifically for personal injury, workers' compensation, and mass tort law firms. Rather than functioning as a generic answering service, it resolves the entire PI call lifecycle: front-desk reception, new client intake, records requests, case-opening status calls, and client treatment/status updates. Every call -- inbound or outbound -- is answered by the AI agent and written back into the firm's case management system (Filevine, Litify, Clio, Smart Advocate, MyCase, or CasePeer) as a structured note in real time, using native API integrations rather than manual data entry or third-party automation tools like Zapier. This gives firms full documentation and operational visibility on every call, at a fraction of the cost of traditional human answering services.Starting Price: $500 -
27
Quillmatic
Quillmatic
Solo and small firm attorneys spend hours every week on documents they've already written, intake they've already collected, and time entries they've already worked. Quillmatic eliminates the repetition. Every tool — document automation, AI drafting, fee agreements, client portals, intake questionnaires, e-signatures, time capture, calendar sync, conflict checking, and deadline tracking — draws from the same matter database. Enter your case details once and every tool gets smarter. Quillmatic also connects directly to Clio. Authorize the connection once and your matters, clients, contacts, and time entries sync automatically. Free plan available. $49/month Solo. $149/month Firm. No per-user fees. No add-on modules. 14-day free trial on paid plans.Starting Price: $49/month -
28
Rocket Lawyer
Rocket Lawyer
At Rocket Lawyer, we believe everyone deserves affordable and simple legal services. Our laws should protect and empower, but for too many of us, the law is out of reach, because of high costs and complexity. So, we’re changing things. Since 2008, we’ve helped over 25 million people and organizations obtain the legal help they need, at a price they can afford. Make legal documents for hundreds of purposes. We’ll ask questions to build a document that fits your needs. Get quick answers from real lawyers, easily. Ask any legal question, or have an On Call attorney review your document. Start your Premium Membership now and get legal services you can trust at prices you can afford. Securely share documentation with an attorney. Safely sign and store your contracts online. Get fast answers from licensed attorneys. Talk to an incorporation specialist about your options.Starting Price: $9.99 per document -
29
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
30
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
31
Easysoft Legal Software
Easysoft
Easysoft Legal Software-the most trusted & affordable solution for legal professionals in real estate and family law practices. It’s compliant and mobile device compatibility continue to make it the best legal calculating software for over 35 years. Easysoft Real Estate processes complex calculations for real estate transactions including automated CD and HUD, projected payments and cash to close, plus you can conduct title searches and complete1099-S reporting and file directly from the software. Easysoft Family Law offers state-specific software for family law attorneys and their staff, the New Jersey product features the Case Information Statement, worksheet comparisons, historical expenditures, child support worksheets and a time-saving client intake portal. Massachusetts Family Law software is coming soon. Ask about our product for New York uncontested divorces also. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com or call 1-800-905-7638 extension 1Starting Price: $69/month/user -
32
FreeWill
FreeWill
It takes less than 20 minutes to write or update your legal will, for free. Use an advance healthcare directive, or living will, to specify your healthcare wishes and appoint someone to make decisions on your behalf if you’re unable. Keep your financial accounts accessible and bills paid by appointing someone to make financial decisions on your behalf if you’re unable to. Document and distribute assets that your last will and testament does not cover, including 401(k)s, IRAs, and life insurance policies. Create a revocable living trust and fulfill many functions of a last will and testament. Also, placing assets in a trust can avoid California’s lengthy probate process. Writing your own will can feel daunting, that’s why we worked with the nation's top legal experts to create our interactive online will maker. Enter your information and create a last will and testament customized to your wishes.Starting Price: Free -
33
ICO Emergency Measures
ICO Solutions
A powerful software that manages events related to emergency response plans, emergency preparedness and business continuity. From the coordination center, you can manage risk, mobilize everyone involved and ensure an effective response in crisis situations. Risk management process, risk scenario, intervention scenario, communication plan, agreement tracking, addresses and contacts, data center, etc. Equipment inventory, HR needs management, real-estate mapping, and agreement management. Civil security, manufacturer, ports and airports, public transportation, real-estate, environment and much more! Our mission is to deliver best-in-class and innovative technology solutions in our areas of expertise, while achieving the highest standards of excellence from every angle. The company is characterized by values and orientations that support employee and client satisfaction. -
34
Lead Sherpa
Lead Sherpa
The Original TCPA Compliant Messaging System for Real Estate Investors. Powerful premium skip tracing solutions. Built for Real-estate investors by real-estate investors. Lead Sherpa customers get premium skip tracing integrated at the most affordable prices without a subscription. We offer only the highest quality data at a price as low as $0.15 per file.Starting Price: $500 per month -
35
LegalZoom
LegalZoom
LegalZoom provides the legal solutions you need to start a business, run a business, file a trademark application, make a will, create a living trust, file bankruptcy, and handle a variety of other common legal matters for small businesses and families. Since the process involved in starting a business can be complicated, we provide services to help start an LLC, form a corporation, file a DBA, and take care of many of the legal requirements related to starting and running a business. If you are interested in protecting your intellectual property, LegalZoom offers trademark and copyright registration services, as well as patent application assistance. It's essential for everyone to have a last will and testament and a living will, and you can get yours done efficiently and affordably through LegalZoom. For those who have more advanced planning needs, our living trust service is available. With all our services, you have the option to speak to a lawyer and tax professional. -
36
Kadapt
Kadapt
Kadapt is an AI marketing agent for real-estate agents. Every realtor knows short-form video (Reels, TikTok, Shorts) is now the best organic lead source in the industry and almost none of them make it, because a listing video is an evening of work and they have twelve listings. Kadapt does the part they can’t be bothered with: upload the listing photos you already paid a photographer for, spend about two minutes picking a style, and it plans the shot sequence, writes the script, voices it with a natural AI voice, and renders a finished vertical reel - usually under ten minutes end to end. Two things set it apart. It never alters your photos: motion, not modification - no AI-generated rooms, no virtual furniture, which in real estate is the difference between a marketing tool and a liability. And captions are fair-housing-safe by design: the language guardrail is built into the real-estate pack, not bolted on. Every plan gets every feature; plans differ only on volume.Starting Price: $49/user/month -
37
Levitate
Real Magic
Levitate is a relationship marketing platform that helps businesses and organizations communicate authentically at scale. The platform combines email, social media, texting, websites, handwritten cards, surveys, reviews, AI assistance, and dedicated success specialists. Teams can use Levitate to stay in touch with clients, donors, prospects, referral sources, volunteers, and other important contacts through personal-feeling outreach. Its AI assistant helps create, rewrite, and improve emails, social posts, and other content while keeping communication natural and on-brand. Levitate also supports online presence, review generation, Client Happiness Score tracking, and integrations with tools such as Zapier, Wealthbox, MyCase, Clio, and DonorPerfect. Built for relationship-driven teams, Levitate helps users build lasting connections, generate engagement, and turn consistent communication into measurable business results.Starting Price: $349 per month -
38
IntakeQ
IntakeQ
Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.Starting Price: $49.90/month -
39
Time Miner
Time Miner
Time Miner is a secure retroactive timekeeping software built specifically for law firms and solo attorneys. The platform automatically captures missed billable hours from calls, emails, and text messages—without requiring timers or changes to existing workflows. By seamlessly integrating with tools like Clio, MyCase, RingCentral, Gmail, Dialpad, and Outlook, Time Miner scans communication activity, identifies billable interactions tied to clients and matters, and converts them into accurate, review-ready time entries. It also supports Verizon, T-Mobile, and AT&T call logs, allows manual contact list uploads, and protects data with AES-256 encryption. Designed to eliminate revenue leakage, Time Miner helps legal professionals recover lost billable time, improve accuracy, and increase profitability—effortlessly and securely.Starting Price: $49.99/month/user -
40
ShortTrack
ShortTrack
Real Estate agents just click a button in their software and the order shows up! Your clients complete customized web forms, e-sign, and the data is synced with your software. Have your e-signed documents automatically sync with your title software. Eliminate re-key and time-consuming document exchange from infosheets & welcome documents with ShortTrack’s EasyDocs. Have your sellers and buyers complete their questionnaires in customized web forms and eSign with DocuSign. ShortTrack will push all the data and documents into your title production software. The entire process is automated and encrypted. Like many title agents, you have made cyber security a top issue, especially when it comes to wire instructions. Unfortunately, the real estate agents and attorneys that you work with still use their insecure email accounts as their main form of communication. Fortunately, the solution is simple.Starting Price: $10 per month -
41
Archivar
Archivar
Archivar is an AI intake and case-management platform designed specifically for law firms. The platform helps firms manage prospective-client communications from the first phone call through consultation scheduling and intake follow-up. Archivar can support firms with: - AI-powered phone answering - Missed-call handling - After-hours intake - English and Spanish conversations - Prospective-client information collection - Lead qualification workflows - Consultation scheduling - Call summaries - Intake records - Case-management workflows Archivar is designed to help law firms create a more consistent intake experience while reducing repetitive administrative work for attorneys and staff. Rather than replacing attorney judgment, Archivar focuses on the operational side of the client journey, helping firms capture information and move qualified prospective clients toward the appropriate next step.Starting Price: $84/month -
42
BMS
edynamics Business Services LLP
We have established ourselves as a prominent player in offering business software to the real estate market in India. We are a trusted and fast-growing organization. We assist enterprises in accelerating their business by providing solutions such as BMS and regularly upgrading the same as per industry standards. BMS is a quite modern CRM for builders, developers, and channel partners. We have earned the confidence from all of our clients in terms of data handling, after-sales assistance, and ongoing innovation during our 7-year journey of simplifying the real-estate business. In our journey ahead, we hope to be a leader in the real estate business applications industry by upholding our operational standards and customer commitments. In the Indian real estate market, edynamics has positioned itself as one of the leading providers of business applications. Our primary goal is to help our clients "Simplify Business."Starting Price: INR 10,000/- -
43
Huq
Huq Industries
Huq's place performance platform offers instant access to the KPIs that matter to teams in retail, government and real-estate. From daily footfall volumes to live catchment areas, visit dwell-time and visit frequency, our verified and trusted insights are powering important decisions around the world today. ▶︎ What makes Huq's platform unique? Leading retail groups, government departments and real-estate companies choose Huq's platform because we put insight quality at the centre of everything we do. • insights are backtested against 15+ external indices • trusted by over 70+ leading gov/CRE/retail organisations • unique visitor footfall reporting for true market sizing • instant coverage across the UK, Europe and beyond • a zero-hardware solution: no equipment, no installation • insights delivered via a clean, decision-ready platform Join over 70+ councils, multiple retailers and real-estate groups who use Huq as an effective evidence base to inform decision-making.Starting Price: £1000/Place/Annum -
44
Dwellex
Case Compass
Dwellex is case operations software for eviction and landlord-tenant law firms. One file moves from the first notice through intake, court, judgment, and writ. Firms serve notices one at a time or in batches. Each notice records a method, a time, and proof, including photos from the field, so the service log is ready for court. Landlords submit intake through a client portal, or staff enter it. Missing documents are requested before a case is approved. Court packets are built from the case. Complaints, affidavits, exhibits, and cover sheets use the template for that jurisdiction. Staff work from a queue of what is due today, and deadlines follow the stage of the case. Landlords check status across a portfolio, upload ledgers and leases, and confirm hearings. Matters and case events can sync with Clio and Practice Panther so billing is not entered twice.Starting Price: $399/month per firm -
45
Clio
Themis Solutions
Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.Starting Price: $39.00/month/user -
46
Padlet
Padlet
Dostoevsky said that beauty will save the world. Padlet offers beautiful boards and canvases for visual thinkers and learners. Use boards to collect, organize, and present anything. Use sandboxes for whiteboarding, lessons, and activities. Over 40 million people every month actively use Padlet around the world. Here are some of the ways they use it: -Collaborate on files with clients -Store instructional videos -Share marketing assets -Manage real-estate listings on a map -Create interactive lessons -Design collaborative worksheets -Make slideshows -Build meeting agendas -Solicit feedback -Brainstorm ideas -And more Dostoevsky would have loved Padlet.Starting Price: Free -
47
Slatewell
Slatewell
Customize and automate your entire workflow—capture client data, manage documents, and track progress all from one place. Work together within a firm, with the client, or with a client's financial advisor or CPA. Collaboration is built into every feature on Slatewell, with custom portals for every client. Create digital intake questionnaires for clients, or use them with staff to standardize processes. Built in notifications and reminders ensure that questionnaires get completed. Request feedback from professionals outside the firm, assign tasks to team members, and keep track of what's done and what's next. Use any state specific probate forms to generate petitions of probate, ancillary documents, beneficiary letters, and more. Upload any PDF of your own to build custom workflows. -
48
Cash Flow Portal
Cash Flow Portal
We've already helped many real-estate syndicators raise $100MM+ using Cash Flow Portal. We make it easy for GPs to raise money, streamline operations, and reach investors to win more deals than ever before. The main challenge for early real-estate syndicators is creating a system to raise capital. Our platform helps syndicators present new deals, share documents, administer property information, and manage to fundraise. Build your investor network and raise money faster. Our platform brings together syndicators and investors and helps you build a track record by keeping open communication lines. We help you maximize value to the investors by giving them access to the comprehensive deal data and monthly cash flow via a robust real estate investor portal. Boost your track record and scale your business faster. Real estate investor portal that makes investing a breeze.Starting Price: $99 per month -
49
Open Real Estate
Open Real Estate
Our product lets you create your own website to get the profits within the shortest possible time or to present your real estate agency on the Internet. An easy-to-use interface, high website speed, social tools, a variety of functions and add-ons – all this and some more help to build a business based on our products efficiently. CMS software offers real estate agencies and real estate agents the technology they need to connect with real estate owners, prospective buyers and Internet surfers. Open Real Estate enables to use several languages and currencies on the realestate website making it easy to use for users from different countries. Modules 'Paid Services and Payments' and 'Tariff Plans', as well as module 'Advertising banners' allow to monetize your website easily. Module 'SEO' provides flexible setting of the site for better indexing by search machines and use of SEF URL. Modular architecture of Open Real Estate enables to purchase and use only the modules you require.Starting Price: $179 per month -
50
Immediation
Immediation
Immediation is a comprehensive online dispute resolution platform designed to streamline and simplify the process of mediation, arbitration, adjudication, and automated negotiation. Tailored for legal professionals, including mediators, arbitrators, and law firms, the platform offers a suite of over 30 purpose-built tools that facilitate secure, efficient, and user-friendly dispute resolution. Key features include automated intake forms, customizable workflows, case and panel management, financial tools for invoicing and payments, and a secure client portal. It supports seamless video conferencing, real-time transcription, exhibit management, and document sharing, ensuring a comprehensive digital environment for all parties involved. Immediation is ISO27001 certified, ensuring high standards of security and compliance, and integrates with platforms like Microsoft Teams and Clio to enhance functionality.Starting Price: $49 per month
