Pricing & ROI

See your return first —
then choose the right plan

Start with digital intake. Add online estate plans when you're ready. Scale without limits — and without adding staff.

Monthly Annual Save 20%
ROI Calculator

See your return before you commit

Adjust the sliders to match your practice.

8
clients/month
$1,800
per client
$350
per hour
5.5
hours freed per client
Hours recovered per month
44
hours you can redirect to higher-value work
Value of time recovered
$15,400
/month at your hourly rate
Additional clients you could serve
+5
clients/month with the same hours
Additional annual revenue potential
$108,000
/year from volume expansion alone
Smart Intake
Replace forms and email chains with a client-converting intake experience
$99
/month, billed monthly
 

The fastest way to modernize client onboarding. Works for estate planning, probate, elder law, and family law.

  • ✓ Mobile-friendly online intake questionnaires
  • ✓ Attorney-branded client portal
  • ✓ AI-powered data organization
  • ✓ Real-time attorney notifications
  • ✓ Estate planning, probate, elder law & family law
  • ✓ Clio, MyCase & WealthCounsel integration
  • ✓ Unlimited client intake sessions
  • ✓ Email & chat support
Book demo 30-day money-back guarantee
Most popular
Smart Estate Planning
Full client conversion — from intake through payment to AI-generated documents
$275
/month, billed monthly
 

Everything attorneys need to convert estate planning clients online — using your documents and your brand.

  • ✓ Everything in Digital Intake
  • ✓ Online wills (single & married couple)
  • ✓ Powers of attorney & advance directives
  • ✓ Revocable living trusts
  • ✓ Young adult / college POA packages
  • ✓ AI document generation using your templates
  • ✓ Online payment collection
  • ✓ Priority support + onboarding call
Schedule a demo Includes free template mapping session
White Label Platform
Your complete branded estate planning platform — for firms ready to scale
$500/mo
or volume-based pricing · imp. fee for custom options
Based on firm size & volume

For established firms and legal plan providers who want a fully configured, fully branded estate planning platform.

  • ✓ Everything in Online Will & Trust
  • ✓ Full white-label under your domain & brand
  • ✓ Complete document & workflow mapping
  • ✓ Multi-attorney management dashboard
  • ✓ Partner portals & API access
  • ✓ Advanced trust products (SNT, Medicaid)
  • ✓ Dedicated implementation team
  • ✓ Ongoing operational support & SLA
Talk to sales No long-term contract required
📦

Prefer pay-per-converted-client? Online Will packages from $29/converted client · Trust packages from $49/converted client. Ideal for lower-volume firms.

📈

High-volume firm or legal plan provider? Volume pricing scales per-converted-client rates down as your monthly matter count grows — combine with White-Label for a fully branded automation system. Contact us to discuss volume & white-label pricing →

Add-ons

Expand your platform as you grow

Available on Online Will & Trust and White-Label plans. Add only what you need.

🏥
Elder Law & Medicaid Intake
+$49/month

Specialized intake for Medicaid planning, asset protection, and nursing home admission.

🏢
Business Formation Package
+$49/month

LLC formation, operating agreements, and succession planning — pairs naturally with estate planning clients who own businesses.

🎓
Young Adult / College Package
+$29/month

Healthcare POA, HIPAA authorizations, and financial POA bundles for college students.

🔗
API Access & Custom Integrations
Included in White-Label

Connect LegalGEN to your practice management software, CRM, or client portal via REST API.

📊
Advanced Analytics Dashboard
+$29/month

Track conversion rates, drop-off points, and revenue by product. Know exactly which clients convert and why.

🤝
Referral Partner Portal
+$59/month

Give financial advisors, CPAs, and insurance agents their own portal to refer clients into your intake workflow.

Why attorneys switch

LegalGEN vs. DIY document platforms

Same convenience clients expect from LegalZoom — with attorney oversight they don't get anywhere else.

Feature LegalGEN LegalZoom / DIY Traditional Attorney
Attorney-branded, not third-party branded✓—✓
Uses your firm's own templates & language✓—✓
Licensed attorney reviews every document✓—✓
AI-automated intake & drafting✓✓—
Completed in under 1 hour✓✓—
Volume-based, no upfront cost✓——
No geographic restrictions✓✓—
FAQ

Common questions answered

LegalGEN AI generates documents using your firm's existing templates — your language, your clauses, your drafting standards. Nothing generic. Before you go live, we run a template mapping session where we configure the AI to produce output that matches your work exactly.
Most Digital Intake customers are live within 24 hours. Online Will & Trust plans include a template mapping session and onboarding call — most firms are fully operational within 3–5 business days. White-Label implementations typically take 2–4 weeks.
No. LegalGEN handles the administrative and data-gathering work — intake, organization, and document preparation. The attorney reviews every generated document, approves it, and handles all legal judgment, advice, and signing.
LegalGEN integrates natively with Clio, MyCase, and WealthCounsel. API access is available on White-Label plans and as an add-on for Online Will & Trust subscribers.
No long-term contracts on Digital Intake or Online Will & Trust plans. Cancel anytime. All plans include a 30-day money-back guarantee.
LegalGEN is available to estate planning attorneys in all 50 US states. Document templates are customized to your state's requirements during the onboarding template mapping session.
Clients pay online as part of the intake workflow — before attorney document review. LegalGEN uses Stripe for secure payment processing. Funds are deposited directly to your firm's bank account.
Per-package pricing may suit you better. Will packages from $29/package, trust packages from $49/package — no monthly commitment. Contact us to discuss the best fit for your practice.
30 Day Guarantee

Try LegalGEN risk-free for 30 days

If LegalGEN doesn't measurably reduce your intake and document preparation time within 30 days, we'll refund your subscription in full — no questions asked.

Stop paying for technology.
Start profiting from it.

Start with a 3-minute demo. See the full workflow before you commit to anything.

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