Prolegis Estate Plan

What Prolegis Estate Plan is

Prolegis Estate Plan is a web-based solution for managing a law firm’s estate-planning work from client intake through drafting and reporting. Firms can gather matter details with customized questionnaires, then create and edit documents using firm-specific templates. After review and adjustment, documents can be produced individually or as a package. A client portal lets clients view file information and provide matter details, while email and text communication are available within the product. Legal teams can track workflow steps with a checklist, store created or uploaded documents in a matter file, and compare document versions with built-in blackline technology. The Clio integration synchronizes client contact details and can create a Clio matter. It also supports PDF Filler on Clio documents, Clio e-Sign, and transfer of fees and disbursements. The listed charge is $49, paid once, billed per transaction, with no fixed-term contract required. The privacy policy says primary data is stored in Canada and describes encryption in transit and at rest, plus SOC 2 Type II and ISO/IEC 27001:2022 certifications. AI tools assist with drafting and review, with the assigned legal professional retaining final authority.