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Wealth Docx provides interactive templates for drafting basic to complex wills and trusts, along with a comprehensive suite of solutions for charitable planning, asset protection, retirement & more. This service would be espcially helpful for lawyers practicing in this area.

Price starts at
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Features
  • Irrevocable Trust System
  • PC and Mac seamless compatibility
  • Live, virtual, and personalized training included with subscription
Integrations
  • Clio
  • Lawmatics
  • Practice Panther
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Thryv is a fully integrated, end-to-end customer experience platform so law firms and other small businesses can reach more customers, stay organized, get paid faster and generate more reviews.

Price starts at
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Features
  • Load, find and filter your contacts, all in one place
  • Engage and nurture leads and opportunities
  • Enhance online presence by offering a seamless experience
Integrations

N/A

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Lamato empowers lawyers and clients worldwide with secure, encrypted, advanced technology for virtual legal consultation and payment. It acts as a one-of-a-kind app for legal consultation bringing paying clients to lawyers..

Price starts at
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Features
  • Exclusive lawyer enrollment
  • Encrypted audio/video call/text messages
  • Secure payment method
Integrations

N/A

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Appara empowers law firms to achieve flexibility and freedom in their businesses. Appara’s products save time, cut costs, reduce errors, increase customer satisfaction, and boost revenues. We achieve this through our unique combination of database/records management, workflow automation, and document automation tools.

Price starts at
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Features
  • Multiple practice areas on one platform (Corporate, Real Estate, Estate Planning) - ditch the platform fatigue
  • Advanced document drafting (e.g., draft fully customizable document packages including index, reporting letters, etc...) for both simple and complicated transactions
  • Comprehensive data security - keep your data safe with our market leading ISO compliant platform
Integrations
  • Microsoft 365
  • AdobeSign and Docusign
  • Corporate Registries
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Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.I have custom templates that I would like Estateably to autofill - is that possible?

Price starts at
$99 per file
Features
  • Estate administration
  • Trust administration
  • Metrics Dashboard
Integrations
  • Google Suite,
  • Salesforce,
  • Clio
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