From overlooked prospect to completed estate plan — in under 1 hour
LegalGEN handles intake, organization, and document preparation. You handle legal judgment and signing. That's how attorneys scale without adding staff.
The complete client journey, automated
Client starts online — from anywhere
The prospect clicks your branded intake link — on your website, in a referral email, or through a partner portal. No app download. No account creation. Just a clean, guided experience on any device.
- Works on desktop, tablet, and mobile
- Attorney-branded, not LegalGEN-branded
- Available 24/7 — no scheduling required
LegalGEN qualifies and routes the client
Based on the client's answers, LegalGEN automatically determines which workflow matches their situation — simple will, trust-based plan, young adult package, or elder law intake. No manual triage needed.
- Automatic workflow assignment
- Intelligent follow-up if client abandons midway
- Attorney notified of new qualified intake
AI collects, organizes, and maps all data
LegalGEN's AI agents guide the client through every piece of information needed — family structure, assets, beneficiaries, distributions, trustees, healthcare wishes, and more. All data is organized, validated, and mapped to your document templates automatically.
- Guided questions — no legal jargon for the client
- Data validated in real-time
- Attorney receives fully organized, structured intake
Client selects plan and pays online
After intake, the client is presented with the appropriate estate planning product — pre-priced by you — and completes payment online via Stripe. Payment is collected before attorney review begins. No chasing invoices.
- Stripe-powered secure payment
- Fees set entirely by the attorney
- Funds deposited directly to firm bank account
AI generates documents using your templates
LegalGEN's AI maps every piece of client data into your firm's specific document templates — your clauses, your language, your drafting standards. Not generic forms. Every output reflects your practice exactly.
- Uses your existing Word or PDF templates
- Preserves all firm-specific language and clauses
- Handles millions of intake variable combinations
Attorney reviews, approves, and delivers
The attorney reviews the generated document package in the attorney portal. All legal judgment, advice, and oversight stays with the attorney. After approval, documents are delivered to the client and the matter is closed.
- Full attorney portal with document preview
- Request revisions or approve with one click
- Client notification on delivery
What changes when you add LegalGEN
The numbers behind the difference
Plugs into the tools you already use
Native integration — intake data flows directly into matters, contacts, and documents.
Bi-directional sync of client data, tasks, and completed document packages.
Compatible with WealthCounsel document assembly — maps intake data to your existing drafting workflow.
Secure payment collection built in. Funds deposited directly to your firm's bank account.
Need a custom integration? Talk to us about API access →
Ready to see it in action?
Watch the 3-minute demo — start to signed documents — before you commit to anything.