Scale your firm's estate
planning volume without
scaling headcount.
Small estate planning firms face a specific challenge: enough demand to grow, but not enough administrative capacity to handle volume without sacrificing quality. LegalGEN solves the capacity problem — not by adding people, but by automating the process.
⚠ Staff bottleneck on intake
One legal assistant handling intake for 4 attorneys is a constant bottleneck. Forms get delayed. Clients follow up. Revenue stalls.
✓ Intake runs without staff
Clients complete intake online 24/7. Data organized automatically. Attorneys notified instantly. No intake backlog possible.
⚠ Inconsistent document quality
Different attorneys use slightly different drafting approaches. Quality review takes senior attorney time on every matter.
✓ Firm-wide template consistency
One AI configuration for the whole firm. Every attorney generates documents from the same approved templates. Quality is baked in.
Features designed for 2–10 attorney practices
Multi-attorney portal
Each attorney has their own dashboard. Matter assignments, intake notifications, document queues, and approval workflows — all separated by attorney.
Firm-wide template library
One set of approved firm templates powers the AI for every attorney. Managing partners control template standards. Individual attorneys deliver consistently.
Practice analytics
Track volume by attorney, intake completion rates, matter cycle times, and revenue by product. See exactly where your practice has capacity and where it's bottlenecked.
Practice management integration
Bi-directional sync with Clio, MyCase, and WealthCounsel. New intakes create matters automatically. Completed documents attach to the matter file.
Firm-level payment management
All online payments flow through a single firm Stripe account. Revenue reporting by attorney, by product, and by month. No payment tracking overhead.
Onboarding for new attorneys
When you hire a new attorney, they're productive from day one — the intake, document generation, and review workflows are already configured for them.
"We have 4 attorneys and one paralegal. LegalGEN effectively gave us the capacity of two additional paralegals without the overhead. Our estate planning volume doubled in 6 months."
Grow your firm's estate planning
volume without growing your overhead.
Smart Estate Planning starts at $275/month for unlimited attorneys. Template mapping session included.
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