ClauseBase vs WealthCounsel

ClauseBase provides legal drafting and review tools for creating, refining and checking documents, including tools within Microsoft Word. ClauseBuddy can turn a template or document into an interactive questionnaire that generates customized, consistent documents. Its AI review and proofreading tools identify risks, errors and inconsistencies. Clause Finder lets teams build searchable clause libraries and insert stored clauses into Word documents. ClauseBuddy is available as Word and Outlook add-ins and as a standalone web application. Listed integrations include iManage, Contractify, Corporify, Google Maps, company database lookups, drag-and-drop and API options. ClauseBase says it is ISO 27001:2022 certified. Its production servers are hosted in Germany, with hourly encrypted database backups stored in Paris. For typical questionnaire templates, business data sent to generate a PDF or DOCX is deleted within 60 to 120 seconds. The company says it does not use customer data to train or fine-tune its own AI models. Its focus is drafting, not contract storage or archiving, and it does not supply its own ready-made legal templates. Pricing is available by contacting ClauseBase.

WealthCounsel provides online legal document drafting software for estate planning and elder law attorneys. Its product range includes Wealth Docx®, Elder Docx™, Business Docx®, Gun Docx®, and Wealth Tracx®. Wealth Docx uses dynamic interviews, scenarios, and customization tools to produce estate-planning documents from basic to complex. Wealth Tracx supports trust administration with asset tracking, reports, ledgers, task management, documents, and resources. Client Intake provides mobile-friendly online forms, autosaving, a progress dashboard, and an unlimited number of forms to send to clients and prospects. Listed integrations include LEAP, Clio, DecisionVault, PracticePanther, and Eternal Pro. The maker describes the drafting software as cloud-based and compatible with Mac and PC, with use on computers, tablets, or phones. Membership includes personalized Member Services help, unlimited software support, educational resources, and access to a nationwide attorney network. Membership pricing depends on firm user count and selected products; exact prices require scheduling a call. No free plan is listed.