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Prolegis Estate Plan

DOCS4/5
PE5.4#17of 33
outWeb

Ranked in Legal Document Automation Software

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About

Prolegis Estate Plan is ranked #17 of 33 in legal document automation software on Inferse. It runs on Web.

Compared on legal document automation software

Questionnaire builder
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Facts

Product purpose
Estate Plan is an intake-to-drafting-to-reporting solution for managing a law firm's estate-planning process.prolegis.ca · 9 Oct 2026
Intended users
The product is described as supporting legal teams that provide will and estate-planning services.prolegis.ca · 9 Oct 2026
Documents
Users can create and edit documents with firm-specific custom templates.prolegis.ca · 9 Oct 2026
Document output
Documents can be produced individually or as a package after review and adjustment.prolegis.ca · 9 Oct 2026
Client intake
Firms can use customized client questionnaires to gather matter information.prolegis.ca · 9 Oct 2026
Client portal
The client portal lets clients view file information and provide information about their matter.prolegis.ca · 9 Oct 2026
Communication
The software supports client email and text communication from within the product.prolegis.ca · 9 Oct 2026
Workflow
A legal-team checklist provides a visual aid for tracking workflow steps.prolegis.ca · 9 Oct 2026
Storage
Documents created in the software or uploaded to a matter can be stored within the file.prolegis.ca · 9 Oct 2026
Version comparison
Built-in blackline technology lets legal teams compare document versions.prolegis.ca · 9 Oct 2026
Clio integration
The Prolegis and Clio integration synchronizes client contact details and can create a Clio matter from Prolegis.prolegis.ca · 9 Oct 2026
Clio documents and billing
The integration supports using Prolegis PDF Filler on Clio documents, sending Prolegis documents through Clio e-Sign, and transferring fees and disbursements to Clio.prolegis.ca · 9 Oct 2026
Privacy and security
The privacy policy states that primary data is stored in Canada and describes TLS 1.3 encryption in transit, AES-256 encryption at rest, and SOC 2 Type II and ISO/IEC 27001:2022 certifications.prolegis.ca · 9 Oct 2026
AI and human oversight
The privacy policy says AI tools assist with drafting and review, while the assigned legal professional remains the final authority on output.prolegis.ca · 9 Oct 2026

Company

Founded
2018prolegis.ca · 28 Sept 2026
Headquarters
Calgary, Alberta, Canadaprolegis.ca · 28 Sept 2026

Best Prolegis Estate Plan alternatives

See all 20
Legito01 €6.90/mo7.4Docassemble02 Free7.2Checkbox03 6.8Gavel04 $34.75/mo6.8Trustate05 $125/mo6.8XpressDox06 $49.17/mo6.8

Where it ranks on Inferse

Sources