Skip to content
SPECIFICTION
Get listed

Prolegis Estate Plan

prolegis.ca

Web
Visit prolegis.ca
Spec score 7.3 #19 of 31 in Legal Document Automation Software

Spec sheet

Intended users
The product is described as supporting legal teams that provide will and estate-planning services.Read 9 Oct 2026 · prolegis.ca
Headquarters
Calgary, Alberta, CanadaRead 28 Sep 2026 · prolegis.ca
Founded
2018Read 28 Sep 2026 · prolegis.ca
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.Read 9 Oct 2026 · prolegis.ca
Client intake
Firms can use customized client questionnaires to gather matter information.Read 9 Oct 2026 · prolegis.ca
Client portal
The client portal lets clients view file information and provide information about their matter.Read 9 Oct 2026 · prolegis.ca
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.Read 9 Oct 2026 · prolegis.ca
Clio integration
The Prolegis and Clio integration synchronizes client contact details and can create a Clio matter from Prolegis.Read 9 Oct 2026 · prolegis.ca
Communication
The software supports client email and text communication from within the product.Read 9 Oct 2026 · prolegis.ca
Document output
Documents can be produced individually or as a package after review and adjustment.Read 9 Oct 2026 · prolegis.ca
Documents
Users can create and edit documents with firm-specific custom templates.Read 9 Oct 2026 · prolegis.ca
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.Read 9 Oct 2026 · prolegis.ca
Product purpose
Estate Plan is an intake-to-drafting-to-reporting solution for managing a law firm's estate-planning process.Read 9 Oct 2026 · prolegis.ca
Storage
Documents created in the software or uploaded to a matter can be stored within the file.Read 9 Oct 2026 · prolegis.ca
Version comparison
Built-in blackline technology lets legal teams compare document versions.Read 9 Oct 2026 · prolegis.ca
Workflow
A legal-team checklist provides a visual aid for tracking workflow steps.Read 9 Oct 2026 · prolegis.ca

Plans and prices

Estate Plan $49, paid once per transaction No fixed term contract required Read 9 Oct 2026 · prolegis.ca

Every Prolegis Estate Plan plan and price →

Where Specifiction places it

Alternatives to Prolegis Estate PlanAll alternatives →