Alternatives to Prolegis Estate Plan
Compare Prolegis Estate Plan alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Prolegis Estate Plan in 2026. Compare features, ratings, user reviews, pricing, and more from Prolegis Estate Plan competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
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 -
3
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 -
4
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 -
5
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 -
6
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 -
7
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. -
8
Eternal Pro
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. -
9
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 -
10
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. -
11
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. -
12
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 -
13
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 -
14
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. -
15
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. -
16
DecisionVault
DecisionVault
DecisionVault supports client data gathering and matter tracking for Trust & Estates law firms. Clients complete an online questionnaire on a mobile device or laptop, providing details about people and assets relevant to an estate plan. They can update information and upload documents until the firm locks the matter for drafting. The firm can review each matter's contacts, assets, and answers in one place; export an asset overview to a formula-filled Excel sheet; and prepare a design sheet for attorney meetings. Integrations with WealthCounsel, Interactive Legal, Clio, MyCase, LEAP, and other tools sync selected matter data, reducing duplicate entry. Staff track matters by stage, from invitation through signing, flag missing information, and use automated reminders to follow up with clients. -
17
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 -
18
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 -
19
AttorneyCore
AttorneyCore
AttorneyCore is legal practice management software for U.S. law firms, with an initial focus on personal injury practices. It brings client intake, contacts, matters, documents, tasks, calendar events and deadlines into a shared workspace, with time tracking, billing, invoices and client communication linked to matter work. The platform includes browser access and a Windows desktop client; the desktop client is listed with the AI Pro plan. Eligible plans include client portals and trust and retainer tracking. Optional AI workflows can help create matter summaries and draft client updates for attorney review; availability depends on plan and provider configuration. Plans are priced per active user, with monthly and annual billing options, and larger firms can inquire about custom workflows and rollout. Firms remain responsible for verifying deadlines, legal references, financial records and AI-generated work.Starting Price: $49/user/month -
20
Prolegis | Convey
Prolegis Solutions
Convey is a cloud-based residential real estate conveyancing platform for Canadian law firms. It supports transaction work from client intake through final reporting, with matter-specific client questionnaires, automated checklists and workflow steps, real-time dashboards, and a closing calendar. Legal teams can create and customize document templates, prepare lender documents, combine and complete PDFs, and store and search matter files. Client portals and automated email or text communications help coordinate lawyers, clients, lenders, real estate agents, and other transaction participants. Convey also provides links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, with exports or integrations for legal practice systems. It is accessible through a web browser and is intended to help firms organize residential purchases, sales, and refinances.Starting Price: CAD $68.50/transaction -
21
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 -
22
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. -
23
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 -
24
SuperDocs
SuperDocs
SuperDocs is a cloud-based legal document and court-form automation platform for California attorneys, law firms, paralegals, and Legal Document Assistants. It helps users prepare court filings by organizing client and case information and reusing it across supported forms, reducing repeated data entry. The platform provides a library of more than 7,000 California Judicial Council, county, and federal forms, with tools for building reusable form packets and managing case documents. Online intake questionnaires collect client and matter details, while a client portal supports document review, approvals, and electronic signatures. Legal professionals can organize, search, and share cases and documents through the browser-based service. SuperDocs is intended for workflows centered on preparing and coordinating legal forms and related client documents; its listed plans include a seven-day free trial.Starting Price: $79.95/month -
25
ArkLegal AI
ArkLegal AI
ArkLegal AI is a cloud-based U.S. legal research, document analysis and drafting platform for attorneys, law firms, legal teams, businesses and self-represented users. It supports jurisdiction-aware research across all 50 states and federal courts, citation checks and source links, document review, legal drafting and matter workspaces. Microsoft Word, OneDrive and Clio integrations are included in the Ark plan. Users can research questions, analyze uploaded documents and develop drafts in a browser. Free research and document tools are available alongside paid subscriptions. Founded on December 6, 2025 by practicing attorney Philippe Revah, ArkLegal AI is operated by ARK LEGAL AI LLC in Hallandale Beach, Florida. ArkLegal AI is software, not a law firm. Users should independently review sources, current treatment, citations and drafts before relying on results.Starting Price: $39.99/user/month -
26
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 -
27
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 -
28
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. -
29
Sheria360
Sheria360
Sheria360 is a web-based legal operations platform for law firms, in-house legal departments, public institutions and corporate teams. It brings legal matter and case management together with contract lifecycle workflows, document management, legal services and advisory tracking, billing, client and external-counsel portals, and task and deadline coordination. Teams can manage intake, investigations, court and regulatory updates, evidence, contract drafting and approvals, renewals, and legal documents in a shared workspace. AI features support contract and matter summaries, key-term extraction, clause comparison, risk identification, redlining suggestions, drafting, and legal research. The system also offers mobile apps and connects with document storage, e-signature, and office productivity tools, with API-based custom integrations for enterprise needs.Starting Price: $35/user/month -
30
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 -
31
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. -
32
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 -
33
DirectLaw
DirectLaw
DirectLaw is a cloud-based client-facing legal document automation platform that enables users the delivery of online legal services. DirectLaw features include creating online intake forms, client-facing document automation, selling of document review online services, sell legal advice online by phone, client-facing calendar, and more. DirectLaw also integrates with Google Apps, Box, Rocket Matter, and more. Offer your clients the convenience of preparing legal documents online from your website. Store important documents and attorney-client communications for 24/7 web-based access. Access important dates and upcoming events as posted by the firm. Create or enhance your online presence by incorporating DirectLaw's interactive client portal designed to increase client acquisition, client retention and law firm productivity. Use our virtual law firm platform to complement your traditional law firm's business model and marketing strategies and/or create a new model.Starting Price: $49 per month -
34
Jurisphere
Jurisphere
Jurisphere is a cloud-based legal AI workspace for law firms and in-house legal teams. It brings legal research, document review, due diligence, and drafting into a shared platform. Teams can review large document sets, identify clauses and potential issues, research legal materials with cited sources, and compare contract language across documents. AI-assisted drafting supports the preparation and refinement of legal work. Jurisphere describes workflows for mergers and acquisitions, transactions, litigation, in-house legal work, and real estate. The platform is available through a web application and an Android app, and the vendor identifies a Microsoft Word add-in and Outlook support. Its features are intended to help legal professionals organize research and document workflows while retaining access to underlying source materials. -
35
CaseFox
CaseFox
CaseFox is a cloud-based legal billing and case management software for law firms, attorneys, CPAs, consultants, investigators, and corporate legal teams. It streamlines vital workflows like case/client/document management, timekeeping & expense tracking, billing/payments, and client intake forms. Now with AI-powered document generation and analysis, users can generate contracts, NDAs, and legal drafts easily. Seamlessly integrate with top tools like PayPal, LawPay, QuickBooks, Xero, Dropbox, Google Drive, G-Suite, Box, Office 365, and calendar apps. For larger teams, CaseFox offers Enterprise Legal Management (ELM) solutions, including custom software development and white-label services, to automate daily tasks and boost firm-wide productivity.Starting Price: $45 Monthly & $39 Yearly -
36
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 -
37
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 -
38
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 -
39
EstateWorks
EstateWorks Systems
EstateWorks is case management, workflow and operational management software for Trust & Estate law firms, banks, trust companies and other fiduciary organizations. It supports estate settlement, estate administration and estate planning by bringing matter information, contacts, responsibilities, processes, tasks, dates and financial records into a shared system. Users can configure reusable checklist templates, assign work by role, set task dependencies and due dates, and adapt tasks for individual matters. Dashboards, calendars, alerts and reports help teams track matter progress, deadlines and workload across an organization. EstateWorks also supports document and form generation, curated state probate forms, and data exchange with valuation and tax-preparation products. It is designed to complement, rather than replace, broader practice-management, billing and fiduciary-accounting systems.Starting Price: $1,200/user/year -
40
CanLegal Docs
CanLegal Docs
CanLegal Docs is a browser-based legal document generator for people and organizations in Canada. It offers 35 guided tools for creating province- and territory-specific documents, including leases, employment and contractor agreements, demand letters, wills, powers of attorney, immigration checklists and other personal and business forms. Users select a jurisdiction and language, answer guided questions, and can review and edit a draft before downloading it as a Word or PDF file. The service also provides free tools such as a rent-increase calculator and an N4 notice checker. Drafting and editing are free; payment is required to download completed documents, with single-document and unlimited monthly or yearly plans. Documents are offered in English and French. CanLegal Docs provides self-help document templates, not legal advice.Starting Price: CA$1.99/document -
41
US Immigration AI
US Immigration AI
US Immigration AI is AI-powered case management and automation software built for licensed immigration law firms. It automates the full case lifecycle from first client contact through final filing. The platform includes: AI Intake, a 24/7 digital receptionist that screens leads across chat, web forms, SMS, and email, and flags likely case types for attorney review. AI Retainer, which drafts engagement letters from intake data and tracks e-signatures. AI Payment Collection, which routes retainer funds into trust accounts, keeps processing fees separate to prevent commingling, and accepts international payments. AI Document Collection Portal, a secure client upload portal with automated reminders for missing files. AI Legal Document Drafting, which pre-fills USCIS forms and drafts supporting letters from case data. AI Case Assembly, which organizes documents and forms into a submission-ready packet.Starting Price: $97/month -
42
Qanu
KazeCorp Systems
Qanu is a cloud-based legal workspace for law firms, in-house legal departments, and government legal teams working with GCC law. It combines bilingual legal research, matter documents, contract review, drafting, and team collaboration. Users can ask questions in Arabic or English and receive responses linked to laws, regulations, and matter files. Its legal library searches official sources; matter documents can be permissioned by project and versioned. Playbooks let firms define preferred positions and review contracts clause by clause, with findings tied to contract language. Teams can collaborate in Arabic and English, including tracked changes and comments, then export Word or PDF files. Qanu offers a free single-seat plan and enterprise options, including in-country hosting in Saudi Arabia or the UAE, single sign-on, bring-your-own-key support, and deployment in a customer's cloud.Starting Price: $0 -
43
HAQQ
HAQQ
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.Starting Price: $0 -
44
Referent
AI Lawtech Sp. z O.O.
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage. -
45
August
August Law
August is an all-in-one legal AI workspace designed to help law firms automate core workflows and operate more efficiently by centralizing drafting, review, collaboration, and business operations into a single platform. It enables lawyers to review, draft, redline, and manage documents using AI that is tailored to each firm’s internal precedents, templates, and style, ensuring outputs align with established legal standards. It includes tools such as tabular document review, which extracts and compares key data across large volumes of files, and AI-powered clause drafting that allows users to rewrite and refine contracts directly within familiar environments like Microsoft Word. It also provides an assistant capable of answering questions across documents, summarizing information with references, and generating client-ready communication, reducing time spent on research and early-stage review. -
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Beyond Counsel
Beyond Counsel
Clients want documents that are clear, concise and effective. Our drafting tools are made by lawyers, for lawyers, saving you time and reducing costly errors. Knowing how important a good workflow system is, however, doesn’t actually help you develop or implement one. And as an attorney, you already have less time than you need for administration and systems development – you have fires to put out and clients that need attention. BeyondCounsel’s practice tested workflow system takes your estate planning prospects from their initial contact with you, through every step of their case, and to closing their file and getting positive reviews and referrals. Below, we’ll walk you through the steps of the workflow system we’ve developed to increase your efficiency and effectively manage your estate planning cases.Starting Price: $99 per month -
47
Maatdesk
Maatdesk
Maatdesk is a modern legal case management and client communication platform built for law firms that want to streamline operations, automate repetitive tasks, and improve the client experience. Designed for attorneys, paralegals, and legal support teams, Maatdesk combines CRM tools, intake automation, document management, calendaring, billing, pipeline tracking, AI-powered workflows, and secure client messaging into one centralized system. The platform helps firms reduce administrative overhead by automating follow-ups, lead nurturing, appointment scheduling, and internal workflows while keeping case data organized and accessible. Maatdesk also supports marketing integrations, landing pages, reporting tools, and custom automations that help firms improve conversion rates and operational efficiency. Whether used by solo attorneys or growing multi-location firms, Maatdesk is designed to simplify legal operations, improve responsiveness, and help firms scale.Starting Price: $29.99/month -
48
Ekspat
EXPAT
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.Starting Price: 200 PLN/month -
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Legal Hub Group
Legal Hub Group
Legal Hub Group is a web-based legal filing and matter-tracking portal with Lexary, an AI court-document checker, and legal support services. Law firms, attorneys, paralegals, legal teams and self-represented filers can upload court papers, check for common filing issues and submit e-filings to participating California courts. Lexary flags missing signatures, dates and case details, fixes file formats, and can reduce oversized files. The portal tracks filing status and returned court-stamped documents, and supports nationwide process-serving and skip-tracing orders. Clio Manage connects filing and service workflows with matters. Claude and ChatGPT connections support document checks, filing-status review and draft preparation; users review and submit drafts through the portal. E-filing starts at $14.99 per filing, plus court, court-system and card-processing fees. Lexary is free with filings and offers up to five checks daily without an account.Starting Price: $14.99/filing -
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Law Firm Solution
ManekTech
The legal framework has countless complexities. Our customized law firm management solutions enable legal firms to tackle all the challenges arose due to changing the activity pattern. When beginning up our law firm solution to manage our clients and cases because of the full accountancy integration. Our expert developers build law firm solutions for attorneys and lawyers by keeping legal firm's requirements in mind while using the subject advancements for utilize with system in one program! Administrative tasks, improve your workflow, and Save time and effort with predefined matter elements. Create a dedicated system for your clients to access matter information and legal resources. Manage, share and collaborate on important documents and content in secure manner workspaces.
