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Prolegis Estate Plan
Calgary, Alberta, Canada
What it 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 and create or edit documents using firm-specific templates. After review and adjustment, documents can be produced individually or as a package, with Microsoft Word export available. A client portal lets clients view file information and provide matter details, while email and text communication are supported within the product. Legal teams can follow workflow steps with a checklist, store created or uploaded documents in a matter file, and compare versions with built-in blackline technology. The integration with Clio synchronizes client contact details and can create a Clio matter; it also supports PDF Filler on Clio documents, Clio e-Sign, and transferring fees and disbursements. The Estate Plan charge is $49, paid once, billed per transaction, with no fixed-term contract required. Prolegis was founded in 2018 and is headquartered in Calgary, Alberta, Canada. Its privacy policy describes primary data storage in Canada and encryption in transit and at rest. AI tools assist with drafting and review, while the assigned legal professional remains the final authority on output.
For and against
For
- Custom questionnaires and firm-specific document templates
- Client portal with email and text communication
- Built-in document version comparison
- Clio integration supports matter and billing workflows
- Microsoft Word export
Against
- Web platform only
- $49, paid once, billed per transaction
The verdict
Prolegis Estate Plan covers intake, drafting, client communication and workflow tracking for law firms handling estate planning. Its transaction-based price and Clio integration are important points to weigh.
Who it suits
It is intended for legal teams providing wills and estate-planning services. Firms that use Clio may also value the listed contact, matter, document-signing and billing connections.
Plans and prices
Estate Plan
No fixed term contract required
Read 9 Oct 2026 · prolegis.ca
On the record
- 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 · read 9 Oct 2026
- Client intake
- Firms can use customized client questionnaires to gather matter information.prolegis.ca · read 9 Oct 2026
- Client portal
- The client portal lets clients view file information and provide information about their matter.prolegis.ca · read 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 · read 9 Oct 2026
- Clio integration
- The Prolegis and Clio integration synchronizes client contact details and can create a Clio matter from Prolegis.prolegis.ca · read 9 Oct 2026
- Communication
- The software supports client email and text communication from within the product.prolegis.ca · read 9 Oct 2026
- Document output
- Documents can be produced individually or as a package after review and adjustment.prolegis.ca · read 9 Oct 2026
- Documents
- Users can create and edit documents with firm-specific custom templates.prolegis.ca · read 9 Oct 2026
- Intended users
- The product is described as supporting legal teams that provide will and estate-planning services.prolegis.ca · read 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 · read 9 Oct 2026
- Product purpose
- Estate Plan is an intake-to-drafting-to-reporting solution for managing a law firm's estate-planning process.prolegis.ca · read 9 Oct 2026
- Storage
- Documents created in the software or uploaded to a matter can be stored within the file.prolegis.ca · read 9 Oct 2026
- Version comparison
- Built-in blackline technology lets legal teams compare document versions.prolegis.ca · read 9 Oct 2026
- Workflow
- A legal-team checklist provides a visual aid for tracking workflow steps.prolegis.ca · read 9 Oct 2026
