Alternatives to Prolegis
Compare Prolegis alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Prolegis in 2026. Compare features, ratings, user reviews, pricing, and more from Prolegis competitors and alternatives in order to make an informed decision for your business.
-
1
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 -
2
Prolegis DRR Submission Review
Prolegis Solutions
DRR Submission Review is a web-based legal document review tool for Alberta real estate lawyers and conveyancing teams. It checks Document Registration Request (DRR) packages before submission to the Alberta Land Titles Office, using AI to review related documents together and flag potential rejection issues. Checks include discrepancies in names and legal descriptions, incomplete affidavits or jurats, missing signatures or commissioner expiry dates, and inconsistencies in tenancy instructions. Users can upload PDF packages in the standalone tool or launch a review within Prolegis Convey. Results present potential issues and items to note for the legal team to assess and resolve before filing. The product focuses on registration workflows involving transfers, mortgages, caveats, and other Alberta real estate documents.Starting Price: $6.50/review -
3
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 -
4
Prolegis Estate Plan
Prolegis Solutions
Estate Plan is cloud-based estate planning software for law firms and legal teams that manage will and related-document matters. Firms can collect client information through configurable questionnaires and a secure client portal, organize matter details, and use firm-specific templates to draft and edit estate-planning documents. The workflow includes team checklists, document storage, and client communications by email and text. Staff can review and adjust generated documents before producing them individually or as a package, including wills, powers of attorney, and personal directives. The software also supports amendments and version comparison, helping legal professionals coordinate intake, drafting, review, and reporting for client estate plans.Starting Price: $49/transaction -
5
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 -
6
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. -
7
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 -
8
AtClose
AtClose
AtClose is the next generation of digital mortgage, title and escrow solutions which enables faster closings and data-driven insights for better communication and shorter cycle time for both mortgage lending and title industries. Automate appraisal, title, and settlement processes. Simplify and efficiently organize complicated processes with automated workflows and a robust vendor management solution. Directly integrated with all major lenders and vendors in the pre and post-closing ecosystem. Improve accuracy, reduce repetition, improve vendor relations, and save time with the powerful and comprehensive software platform for the real estate industry. Business process automation for appraisal. Title & settlement processing & search automation. Post-close automation & recording automation. Underwriter management and automation vendor management & detailed reporting. Dynamic, template-based document generation system. Separate systems and portals for clients and vendors. -
9
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. -
10
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 -
11
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 -
12
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 -
13
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. -
14
Stavvy
Stavvy
Stavvy is a digital platform with all the features, functions, and integrations that real estate professionals need for digital transactions. The Stavvy platform empowers users to collaborate efficiently, securely, and digitally with lending, settlement, notarial, and loan servicing partners. In one secure platform, users access the tools they need to boost productivity, offer flexible options, and dismantle communication silos. Stavvy was born, grounded in the vision that human-centered technology can deliver seamless mortgage experiences, a team of engineers and industry thought leaders created Stavvy’s core product, a digital mortgage platform built for mortgage professionals. Today, Stavvy is challenging the status quo, helping mortgage-based companies grow, and delivering easy-to-use mortgage technology at scale. -
15
Landtech
AccuTitle
Landtech provides real estate settlement and closing applications for the title escrow and financial industry. Our suite of software includes settlement applications, escrow and trust accounting, along with transaction management software. Need a cloud, browser-based option for easy remote access? Landtech Lime delivers the same great experience, but with newly added features and functions to streamline the closing process. This platform has been used by title professionals for 40+ years and is known for its robust functionality and integrations. This is our locally installed offering to conduct smooth real estate settlement and closing, title, and escrow operations. Landtech has the knowledge, expertise and technology to assist in any size title, settlement and escrow operation to be more efficient and profitable. -
16
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 -
17
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 -
18
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 -
19
DeedSpring
Stacker
DeedSpring is a web-based transaction coordination platform for U.S. real estate agents, transaction coordinators, and teams. It organizes each closing around its contract, parties, documents, tasks, messages, and deadlines. The software reads executed agreements to identify dates and contingencies, tracks follow-ups with lenders, title and escrow contacts, and signers, and associates incoming communications with the relevant transaction. An AI assistant can draft reminders and client updates for review, while deadline risks and outstanding items are surfaced to the team. Buyers and sellers can use a branded portal to view milestones, documents, and next steps. DeedSpring also provides shared team visibility, workflow checklists, document handling, and signing features for managing a transaction from contract through closing.Starting Price: $15/month -
20
CloudCoord
Cloud Coordinator, LLC
Connect your coordinator’s Gmail and CloudCoord gets to work automatically, keeping your real estate transactions moving from contract to closing. When a contract hits the inbox, CloudCoord automatically adds it to the transaction file, reads it, extracts key dates and details, starts tracking deadlines, audits the documents for missing signatures and disclosures, and creates a transaction checklist. It prepares transaction-related emails throughout the closing process: introductions, replies, document requests, inspection coordination, deadline reminders, closing instructions, and follow-ups. Drafts use the context of the transaction and wait for your review. You approve every outgoing message before it sends. Built for agents, coordinators, and real estate teams, with review queues and transaction visibility by role. Founded by Vermont real estate agent Liam O’Reilly and serving residential real estate professionals across the United States.Starting Price: $149/month -
21
econveyance
Dye & Durham Corporation
Real estate conveyancing the easy way. Dye & Durham’s conveyance application simplifies and expedites the process of buying, selling, and financing residential real estate by connecting many of the participants in the property transfer process, and offers a secure and efficient means of completing transactions online. Manage your practice Better manage tasks and keep track of daily operational activities, ensuring your resources are optimized for maximum efficiency. Manage complex transactions Easily manage calculations and transactional data such as pro forma calculations, land transfer tax, and other closing adjustments. Grow your business Leverage your client data and leading-edge technology to provide better value to your clients and to grow your book of business. Built-In due diligence Proprietary artificial intelligence technology that allows you to undertake due diligence tasks that were traditionally completed manually. -
22
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 -
23
TitleProtect
Prolegis Solutions
TitleProtect is a land-title monitoring and notification service for Alberta properties. It checks monitored titles daily for new registrations, including mortgages, liens, caveats, transfers, builders’ liens, and other activity that may affect ownership or a secured interest. Users can manage multiple titles in one account, review registrations, and track changes over time. When a new registration is identified, TitleProtect sends an email or text alert so owners and other interested parties can investigate and decide whether action is needed. It is designed for property owners, lenders, title insurers, lawyers, developers, builders, and businesses with real estate assets. Law firms can offer monitoring to clients after a transaction closes. TitleProtect provides monitoring and reporting; it does not prevent fraudulent activity or replace title insurance. Monitoring is limited to Alberta land titles. -
24
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. -
25
Trackxi
Trackxi
Trackxi is an AI-driven platform designed for real estate agents, teams, transaction coordinators, and brokerages. It simplifies and automates every step of the transaction process, replacing manual checklists and spreadsheets with a centralized, secure, and easy-to-use interface. Features like visual timelines, automated reminders, customizable workflows, and integrated communication ensure accurate tracking, timely updates, and enhanced accountability. Trackxi’s AI Assistant delivers instant answers, while AI-powered Sales Document Data Extraction speeds up transaction creation, reducing errors and saving time. Trusted by real estate professionals, Trackxi streamlines every transaction, ensuring efficiency, accuracy, and client satisfaction.Starting Price: $39/month -
26
Orbital
Orbital
Orbital is an AI-powered tool that enables legal and property professionals to simplify and accelerate property due diligence. It offers solutions that instantly generate client-friendly reports using AI and that can analyze title data. Orbital allows users to quickly analyze, flag, and query property documents with AI. These solutions empower users throughout the diligence process by facilitating the search, visualization, review, and reporting of property information, ultimately saving time, boosting capacity, and reducing risk exposure. Whether you are a real estate lawyer, conveyancer, surveyor, or lender, we have a solution for you. Orbital products are your second pair of eyes, helping to identify and highlight risks, so you can ensure the quality of your diligence remains uncompromised, even when you’re working against the clock. -
27
TransActioner
TransActioner
The easiest way to manage your real estate transactions, documents, and signatures. Modern interface. Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting. Forms automatically update using transaction information. Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal. Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.Starting Price: $19/month -
28
Flueid
Flueid
Use title data and insights to convert borrowers seconds after a home equity application is placed and know which opportunities can be fast-tracked to a 5-day or less closing. Use title data to understand the viable loss mitigation strategies available to you as the servicer, and your borrower, as early as the 30-day delinquency mark. Receive the report in under a minute. Think of a verification of employment or income. Flueid’s data-driven VOT solutions streamline the complete mortgage lending, title & closing, servicing & secondary markets processes. Fueled by our leading Flueid Decision platform, our VOT products make key title data and intelligence accessible during critical decision-making steps in a real estate transaction. This eliminates silos between title and closing and other workflows for a streamlined consumer experience. Our VOT products are purpose-built for every team. An easy-to-use workflow tool, they provide you with a title clearance decision.Starting Price: Free -
29
Title | Pipe
Title | Pipe
Title | Pipe™ is the first and only collaboration platform used to protect and enhance every real estate transaction. Title | Pipe™ is real estate transactions done the right way. 𝐓𝐢𝐭𝐥𝐞 | 𝐏𝐢𝐩𝐞™ 𝐰𝐚𝐬 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐭𝐨 𝐩𝐫𝐨𝐯𝐢𝐝𝐞 𝐫𝐞𝐬𝐢𝐝𝐞𝐧𝐭𝐢𝐚𝐥 𝐚𝐧𝐝 𝐜𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐦𝐞𝐦𝐛𝐞𝐫𝐬 𝐬𝐞𝐜𝐮𝐫𝐞 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲 𝐢𝐧𝐭𝐨 𝐚 𝐩𝐫𝐨𝐜𝐞𝐬𝐬 𝐭𝐡𝐚𝐭 𝐢𝐬 𝐯𝐞𝐫𝐲 𝐜𝐨𝐦𝐩𝐥𝐞𝐱. 𝐍𝐨 𝐨𝐭𝐡𝐞𝐫 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐚𝐥𝐥𝐞𝐯𝐢𝐚𝐭𝐞𝐬 𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐝𝐮𝐞 𝐭𝐨 𝐰𝐢𝐫𝐞 𝐟𝐫𝐚𝐮𝐝, 𝐬𝐞𝐧𝐬𝐢𝐭𝐢𝐯𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐥𝐞𝐚𝐤𝐬, 𝐦𝐚𝐬𝐬 𝐞𝐦𝐚𝐢𝐥, 𝐨𝐫 𝐜𝐨𝐧𝐬𝐮𝐦𝐞𝐫 𝐜𝐨𝐧𝐟𝐮𝐬𝐢𝐨𝐧 𝐰𝐡𝐢𝐥𝐞 𝐩𝐫𝐨𝐦𝐨𝐭𝐢𝐧𝐠 𝐰𝐢𝐝𝐞𝐬𝐩𝐫𝐞𝐚𝐝 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐩𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐧𝐭 𝐚𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐢𝐞𝐬. -
30
Folio by Amitree
Amitree
Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!Starting Price: $29/user -
31
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 -
32
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 -
33
Nekst
Nekst
Let Nekst organize your day, manage communication with clients and assist with automated followup amongst parties of a transaction. Start with a core list of tasks then easily add or edit to-dos and dates to match your transaction. Set reminders, share tasks, & organize your real estate team. Create repeatable emails and build them into your checklist. Nekst will either auto-send them at 9am or you can manually send with a single click. Create a list of steps for your own client to follow. They can use Nekst just like you do, to ensure they know what to do and when to do it. In the same way you provide feedback after a showing, we collect status updates from lenders, title reps & others automatically for you. Anyone who wants to ensure they never miss a detail again & wants to offer the best service possible to their clients. Our users range from agents to transaction coordinators to team leaders.Starting Price: $15 per month -
34
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. -
35
Lone Wolf
Lone Wolf Technologies
Lone Wolf Technologies is a leading provider of cloud-based software for the real estate industry. The company delivers an end-to-end platform designed to help agents, teams, brokers, MLSs, and associations manage their entire business—from lead generation to transaction close. Lone Wolf’s product suite includes solutions for CRM and lead management, digital transactions, back-office accounting, transaction management, analytics, and website/marketing tools. Key products such as Relationships (CRM), Transactions (transaction management), Back Office (accounting and brokerage operations), and Boost (lead generation and marketing) help real estate professionals streamline workflows, stay compliant, and deliver better client experiences. By connecting every stage of the real estate lifecycle in a single ecosystem, Lone Wolf Technologies helps real estate organizations operate more efficiently, close more deals, and grow their business. -
36
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 -
37
Closing Table
iClosings
Increase productivity and efficiency of all your real estate closings with the patented Closing Table® online document management and transaction management software system for today’s paperless office. Your Closing Table site is internally protected against unauthorized access across client sites. Documents are always private and secure with access restricted to users who have been granted appropriate permission. You control and can change access as you require, 24/7. A truly automated system, we feature electronic signing of real estate documents that is legally binding and secure, providing substantial protection against non-repudiation. To digitally sign a document, a signer must create a secret PIN code that only they know and can access. -
38
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. -
39
BeYat
BeYat
BeYat the Simple & Efficient real estate software. Editors of innovative solutions dedicated to real estate professionals: Transaction software, created. Innovative software, easy to use and fun. BeYat will seduce you with its playful and refined interface, its ease of use and all of its innovations that will make your real estate agency the most responsive in your neighborhood! Website creation dedicated to real estate agencies. We manufacture all types of tailor-made real estate websites or in kit, modular and dynamic! Real estate chatbot & cloud consulting. Get your agency off the ground in a minimum of time. Real estate transaction software, mobile app, website, real estate chatbot and Cloud consulting. Real estate transaction software - website creation - real estate chatbot. Innovative real estate software, easy to use. Custom creation of your agency's website. BeYat launches the first real estate chatbot in France. Transformation of your agency towards Cloud Computing tools.Starting Price: €69 per month -
40
Paperless Pipeline
Paperless Pipeline
Real estate transaction management doesn’t need to be frustrating and overly complicated. Paperless Pipeline is built for better transaction management. Less clicks, less clutter, and less work. That’s better transaction management software for you, your admins, your agents, and your company. See all your transactions & tasks on one page. Automate reminders, tasks, and milestones. Send emails and attachments in less time. Better is simple. Make the process simpler for everyone. No matter how you work, give your entire real estate company a better way to stay on schedule, streamline communication, and close on-time. Focus entirely on transaction management. Customize checklists for your company. Give agents access with the right permissions. Start for free, and scale with ease. Better transaction management focuses on the core features that make a measurable difference, save time, and allow companies to grow and scale with ease.Starting Price: $75 per month -
41
Optima-CRM
OptimaSys Group Spain
CRM or Customer Relationship Management is a very broad term. Optima-CRM is the real estate software focusing on practically proven processes that allow you to take and keep control over your business and your teams. Designed for very experienced users and novices altogether. Optima-CRM covers all types of real estate & transactions. You can finally handle any transaction related to residential-commercial-industrial-land in one place, from any device at any time. Whereas other solutions stagnated, Optima-CRM is in constant evolution, integrating new functions constantly based on market changes and trends from around the globe. Our international users define where we are heading next! Our solutions are available in all the main languages so you can work in the comfort of the language you best manage. Furthermore our support team is multilingual to better assist you by phone, email, chat, tickets or in person, whenever you need us. -
42
YourDox
Pioneer Technology Group
As every homeowner knows, buying real estate necessitates storing volumes of paper records; both for the buyer and for title and mortgage companies. YourDox™ from Pioneer Records Management is a state-of-the art online archiving system that’s been specifically designed to meet this challenge. YourDox™ gives title and mortgage companies the most advanced archiving product on the market, providing instant access to all closing documents, 24/7. No more searching paper records and wasting valuable office space. What’s more, homebuyers can access their documents too, alleviating the need to maintain hardcopies of documents at home. YourDox™ provides the buyer with the ultimate solution: a secure online filing cabinet accessible from any Web connection. With YourDox™ homebuyers and homeowners can easily and securely access a variety of documents including home warranties, appliance manuals, the note, mortgage, survey and closing details. -
43
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. -
44
ClosedEasy
Laejri
ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.Starting Price: $35/user/month -
45
Legal Suite
Legal Suite
Legal Suite offers solutions for Corporate Legal Departments and for Law Firms. Legal Suite is a member of the Septeo Group, a major technology player serving legal professionals, real estate managers, and IT departments; Septeo deploys its expertise around the world to 120,000 users. Generate contracts rapidly. No more playing hide-and-seek with your documents and emails. Automate document naming for consistency. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Save time when entering data. Generate reports on activities and projects within teams. -
46
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. -
47
Junior Associate
Junior Associate
Junior Associate’s JAX platform is an AI‑driven suite designed to empower law firms and legal professionals with four modular hubs, insights, documents, operations, and litigation, each built to streamline complex legal workflows without adding technical overhead. Insights Hub uses probabilistic modeling and natural‑language algorithms to anticipate counterarguments, refine legal arguments, simulate settlement outcomes, and enhance negotiation tactics. Documents Hub automates the creation of contracts, briefs, and memos with templated generation, analyzes and flags discrepancies in uploaded files, and organizes legal documents in a searchable, centralized repository. Operations Hub automates routine tasks, optimizes scheduling and time management, tracks matter progress in real time, and issues automated reminders to ensure deadlines are met. Litigation Hub offers AI‑powered mock trials, cross‑examination and witness‑preparation simulations, plus optimized jury‑selection analysis.Starting Price: $499 per month -
48
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 -
49
Real Estate Cabinet
Real Estate Cabinet
Explore why we're the simplest most cost of effective. Other real estate document systems include features that you simply don’t need. Simple real estate document storage with great real estate-specific features. Don’t pay for ridiculous features you don’t need. Now is the time to go digital and now is the time to select the most cost-effective real estate document filing solution possible. As low as $30 a month for a complete, real estate-specific document storage solution. You never pay on the number of agents or client files. Your monthly storage fee is the only fee. Broker upload, agent upload, email and share, and auditor access with ease. You can download your files at any time. Create a digital environment to maintain compliance and a workflow environment for you, your licensees, and your clients. Take a test drive with no required commitment. Dating back to 1989, the Key Companies have been providing real estate-related services to thousands of clients across the United States.Starting Price: $50 per month -
50
dotloop
dotloop
On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.Starting Price: $29.00/month
