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Description
Eternal Pro is a modern, cloud-driven platform designed specifically for estate-planning experts, facilitating the efficient intake of both conventional and digital assets while promoting effective collaboration among attorneys, their teams, and clients, alongside real-time integration with practice-management systems. By replacing cumbersome paper forms, PDFs, and disorganized emails with a centralized hub, the software allows for customizable questionnaires that can be modified on the fly, along with real-time form editing capabilities for both clients and staff. Additionally, it provides a comprehensive asset inventory that includes everything from real estate to cryptocurrency wallets, as well as secure cold-storage technology to protect highly sensitive information. With direct integration capabilities to popular tools such as Clio, Lawmatics, MyCase, and access to over 9,000 additional applications through Zapier, it ensures seamless data flow for every client case without the risks of duplicate entries or human errors. This innovative approach not only simplifies the estate-planning process but also enhances overall productivity and accuracy for professionals in the field.
Description
FamilyCase.AI serves as a cloud-driven management platform tailored for solo practitioners and small family law firms. It integrates matter records, evidence, deadlines, client communications, intake processes, billing, and trust accounting into a unified workspace accessible to both attorneys and clients. The platform features AI assistants that enhance matter preparation and firm management by aiding in follow-ups for intake and signaling for billing or trust matters; it provides source-referenced information and retains AI-generated outputs for attorneys to evaluate, ensuring that legal decisions and automatic filings remain in the hands of the professionals. Attorneys can efficiently oversee client questionnaires, document reviews and approvals, evidence sharing, case updates, time tracking, billing processes, trust account management, and overall matter status. Additionally, the service includes onboarding assistance and the ability to migrate data from other legal practice management platforms, ensuring a smooth transition. To maintain compliance, California Family Code review guardrails are incorporated, necessitating attorney verification throughout the process. Furthermore, FamilyCase.AI's user-friendly interface simplifies navigation, making it an ideal solution for small firms looking to streamline their operations.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
1Password
Yes
Clio
Yes
Google Chrome
Yes
Lawmatics
Yes
MyCaseRecords
Yes
Safari
Yes
Zapier
Yes
Integrations
1Password
No
Clio
No
Google Chrome
No
Lawmatics
No
MyCaseRecords
No
Safari
No
Zapier
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1,999/lawyer/month
FamilyCase Professional is $1,999 per lawyer per month. Annual prepay is $20,629.68 per lawyer, billed once. A 14-day free trial requires a card. The first monthly Professional charge is refundable on request within 30 days; this refund does not apply to FamilyCase Messages.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Eternal Pro
Founded
2023
Country
United States
Website
eternal.me/
Vendor Details
Company Name
FamilyCase.AI
Country
United States
Website
familycase.ai
