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LegalGEN

LegalGEN is an innovative estate planning solution that harnesses the power of artificial intelligence to enhance client onboarding and automate the creation of...

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LegalGEN is an innovative estate planning solution that harnesses the power of artificial intelligence to enhance client onboarding and automate the creation of...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

LegalGEN is an innovative estate planning solution that harnesses the power of artificial intelligence to enhance client onboarding and automate the creation of documents. This platform is designed to assist law firms in expanding their operations and increasing revenue by minimizing redundant data entry and optimizing workflows. Although its wide array of features might seem daunting at first, it ultimately offers substantial time savings and provides a secure, contemporary experience for clients.

Product Details

What Is LegalGEN Software?

LegalGEN is a comprehensive, AI-driven platform crafted to simplify and automate the estate planning workflow for legal practices. It integrates smart client intake solutions with automated document creation, which effortlessly includes a law firm’s distinctive templates and branding. By automating various tasks such as workflows, notifications, and document assembly, LegalGEN empowers lawyers to improve client interactions, minimize manual work, and carry out estate planning duties more effectively. This results in significant time savings while ensuring accuracy and uniformity in all documents.

LegalGEN Pricing

The pricing structure for LegalGEN offers customizable plans tailored to meet the specific requirements of your firm. The options available include:

  • LegalGEN trailpro – $0/month

  • LegalGEN smartintake – $99/month

  • LegalGEN smartplan – $275/month

  • LegalGEN platinum suite – Available upon request

For a personalized plan that suits your firm’s needs, request a quote for LegalGEN services.

Please note that pricing is subject to change.

LegalGEN Integrations

This software is compatible with various systems and platforms, including the unique document templates and processes of law firms as well as Legal CRMs. To see these integrations in action, watch the LegalGEN demonstration.

Who Is LegalGEN Software For?

LegalGEN is particularly beneficial for mid-sized to large law firms, including:

  • Estate planning attorneys looking to expand their practice

  • Firms aiming to enhance their intake processes and increase billable hours

Is LegalGEN Software Right For You?

If your law firm seeks to minimize administrative tasks while boosting efficiency, then LegalGEN could be the perfect solution. Its standout feature is comprehensive automation that significantly reduces the time spent on drafting estate documents. With a secure, branded online interface, firms can attract new clientele and create additional revenue streams, making it an excellent choice for practices modernizing their estate planning offerings.

If you are still uncertain whether LegalGEN is the right match for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for further assistance.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✘ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✔ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✔ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✘ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✘ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✔ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✘ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✘ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✔ document automationassembly
✘ attendance and time tracking
✘ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✘ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ Significant time savings (proven over 50%) through automation
  • ✔ Supports seamless integration of the law firm’s unique document templates
  • ✔ Maximizes client acquisition and revenue with online options and marketing tools

Cons

  • ✘ Integration often requires third‑party API connections

Price

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Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The typical users are Estate Planning Attorneys and their staff, including paralegals and administrators, who handle the firm's document drafting, client intake, and practice management.

The platform primarily supports English for its interface and document generation.

LegalGEN does not have a mobile app but is mobile-responsive, allowing clients to complete questionnaires and access documents seamlessly on smartphones and tablets.

The software supports integration with multiple systems and platforms, including a law firm’s unique document templates and processes, as well as legal CRMs.

LegalGEN offers robust API integrations for full compatibility with leading case management systems and legal CRMs, such as Clio and Actionstep, enabling effortless data flow and synchronization.

LegalGEN offers customizable plans to fit your firm’s needs: TrailPro $0/month, SmartIntake $99/month, SmartPlan $275/month, and Platinum Suite on request. Request a LegalGEN price quote for a tailored plan.

LegalGEN provides support via email and phone.