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LegalGEN

legalgen.com

From $99/mo WebAPI
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Spec score 7.3 #18 of 31 in Legal Document Automation Software

Spec sheet

Purpose
LegalGEN is an attorney-branded AI platform for estate planning law firms that uses each firm's documents, templates, workflows, and brand to automate estate planning.Read 8 Oct 2026 · legalgen.com
Integrations
LegalGEN lists native integrations with Clio, MyCase, and WealthCounsel, and offers REST API access on White Label or as an add-on for Online Will & Trust subscribers.Read 8 Oct 2026 · legalgen.com
Support
Smart Intake includes email and chat support; Smart Estate Planning includes priority support and an onboarding call.Read 8 Oct 2026 · legalgen.com
About
LegalGEN identifies Enrico Linscheer as Founder and CEO and Maria Chen as Co-Founder and CTO; the About page does not state a founding year or headquarters.Read 8 Oct 2026 · legalgen.com
Attorney review
LegalGEN says every generated document is reviewed and approved by a licensed attorney, who retains legal judgment and responsibility.Read 8 Oct 2026 · legalgen.com
Commitment
The pricing page says Digital Intake and Online Will & Trust have no long-term contracts and can be canceled anytime; all plans include a 30-day money-back guarantee.Read 8 Oct 2026 · legalgen.com
Document drafting
Smart Estate Planning generates wills, powers of attorney, advance directives, and revocable living trusts using the firm's own templates.Read 8 Oct 2026 · legalgen.com
Intake
Smart Intake provides mobile-friendly online questionnaires, an attorney-branded client portal, AI-powered data organization, and real-time attorney notifications.Read 8 Oct 2026 · legalgen.com
Limits
LegalGEN says it is available to estate planning attorneys in all 50 US states, with document templates customized to state requirements during onboarding.Read 8 Oct 2026 · legalgen.com
Payments
Clients can pay online during the intake workflow, and LegalGEN says it uses Stripe to process payments directly to the firm's bank account.Read 8 Oct 2026 · legalgen.com
White-label support
White Label includes a dedicated implementation team and ongoing operational support with an SLA.Read 8 Oct 2026 · legalgen.com
Who it serves
The platform is designed for estate planning attorneys, with White Label also aimed at established firms, legal plan providers, and multi-state firms.Read 8 Oct 2026 · legalgen.com

Plans and prices

Online Will package $29, paid once per converted client Pay-per-converted-client pricing; packages vary Read 8 Oct 2026 · legalgen.com
Trust package $49, paid once per converted client Pay-per-converted-client pricing Read 8 Oct 2026 · legalgen.com
Smart Intake $99 a month billed monthly Unlimited client intake sessions · email and chat support Read 8 Oct 2026 · legalgen.com
Smart Estate Planning $275 a month billed monthly Online wills · powers of attorney and advance directives · revocable living trusts · AI document generation using your templates Read 8 Oct 2026 · legalgen.com
White Label Platform $500 a month or volume-based pricing · imp. fee for custom options Based on firm size and volume · API access · dedicated implementation team · ongoing operational support and SLA Read 8 Oct 2026 · legalgen.com

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