Prolegis Estate Plan

Prolegis Estate Plan is a web-based intake, drafting, and reporting system for law firms handling wills and estate matters. It is best suited to teams that want firm templates, client self-service, workflow visibility, and a close Clio connection in one matter process. The per-transaction charge favors firms that prefer usage-based purchasing over a recurring subscription.

Overview

Estate Plan covers the process from gathering matter information through document production and reporting. Customized questionnaires capture the client’s circumstances, while firm-specific templates let legal teams create and edit documents in their own formats. After review and adjustment, documents can be produced individually or as a package, including Microsoft Word export.

The client portal gives clients access to file information and a way to supply matter details. Email and text communication operate inside the product, keeping routine client contact alongside the file rather than in separate tools. A visual legal-team checklist shows workflow progress, which is useful when several people share responsibility for intake, drafting, review, and completion.

Documents created in the system, as well as files uploaded to a matter, can be stored in that file. Built-in blackline comparison helps reviewers see changes between document versions, an important safeguard when drafts move through multiple revisions. Prolegis also says AI tools assist drafting and review, but the assigned legal professional retains final authority over the output.

Key features

Intake and document production

The questionnaire builder and custom templates make Estate Plan a practical fit for firms with repeatable estate-planning workflows but firm-specific wording. Producing a single document or a reviewed package supports matters with different scopes, while Word export helps teams continue editing or sharing documents in a familiar format.

Client and matter management

Portal access, in-product email and texting, file storage, and the checklist bring client participation and internal coordination into one workspace. The result should be most valuable to firms that need a visible handoff between clients, staff, and lawyers rather than a standalone document generator.

Clio connection

The Prolegis-Clio integration synchronizes client contact details and can create a Clio matter from Prolegis. It also supports PDF Filler on Clio documents, sends Prolegis documents through Clio e-Sign, and transfers fees and disbursements to Clio. Clio-centered practices gain a broader workflow bridge; firms without Clio have less reason to prioritize these integration features.

Security and oversight

Primary data is stored in Canada. Data is encrypted with TLS 1.3 in transit and AES-256 at rest, and the service reports SOC 2 Type II and ISO/IEC 27001:2022 certifications. Those controls matter to firms assessing confidentiality and operational governance, while human legal review remains essential for AI-assisted work.

Pricing

The Estate Plan plan costs $49, paid once, billed per transaction, with no fixed-term contract required. This structure fits firms that want to pay as matters are processed and avoid a standing subscription. It is less predictable for high-volume practices, because total spending rises with each transaction.

The plan includes the questionnaire builder and Microsoft Word export, along with the intake, drafting, portal, communication, workflow, storage, comparison, and Clio capabilities described above. No separate seat allowance, quota, trial period, renewal term, or free plan is provided.

Platforms

Estate Plan runs on the web, making it accessible through a browser-based legal practice workflow rather than a separately identified desktop or mobile application.

Who it's for

Estate-planning legal teams are the natural audience, particularly firms using Clio and those with standardized questionnaires, document templates, and review stages. It also suits practices that need clients to contribute information through a portal and want communications, files, and checklist progress connected to the matter.

Firms seeking a general-purpose contract system, a free self-hosted platform, or a broad multi-practice tool should consider alternatives instead. The per-transaction model is also a weaker fit where predictable recurring budgeting is more important than avoiding a fixed contract.

Pros and cons

Pros

• End-to-end estate workflow: Questionnaires, templates, review, packaged output, storage, and workflow tracking address more than document assembly alone.
• Useful Clio handoff: Contact synchronization, matter creation, e-signature routing, PDF filling, and fee transfer reduce duplicate work for Clio firms.
• Review controls: Blackline comparison and retained legal-professional authority provide checks around iterative and AI-assisted drafting.
• Usage-based commitment: A 49.00 USD one-time transaction charge and no fixed-term contract can suit occasional or variable matter volume.

Cons

• Costs scale per transaction: High-volume firms may find usage-based spending harder to forecast than a subscription.
• Clio-dependent advantages: Several workflow benefits matter chiefly to practices already operating in Clio.
• Web-only access: No separately identified native desktop or mobile platform is provided.
• Professional review remains necessary: AI assistance does not replace the assigned lawyer’s responsibility for final documents.

Alternatives

Docassemble is the better choice for teams wanting free, self-hosted software with API, Linux, and web options; hosting commonly adds a monthly operational cost. Legito suits users seeking a freemium service with a free plan, trials, workflows, approvals, and electronic signatures, with Starter at €6.90 a month.

InterActive Legal is worth considering for specialized elder-law, special-needs, or firearms-trust planning across a wide range of platforms. Clio Draft fits teams wanting Clio’s AI-powered Word templates, court forms, questionnaires, and document sets. EstateScribe is another paid web option for estate work.

Quillogic offers a paid, web-based pay-per-use approach without contracts or subscription fees. Checkbox is a paid web and API platform with free trials and order-specific pricing. Contract Express is a paid web and Windows alternative.

For a broader directory of tools in this category, see Legal Document Automation Software.

Verdict

Choose Prolegis Estate Plan if your legal team handles repeatable estate-planning matters, wants client intake through completion in one web workflow, and benefits from Clio integration. Its strongest case is the combination of customizable questionnaires and documents, review controls, client communication, and matter handoff for $49 per transaction. Look elsewhere if you need native mobile or desktop apps, a free or self-hosted deployment, or a more predictable subscription budget.