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Eternal Pro + Lawmatics
Seamless Syncing. Streamlined Intake. Smarter Estate Planning.
Connect Eternal Pro and Lawmatics to synchronize Client intake.
Why Integrate Eternal Me with Lawmatics?
No more toggling between systems. No more double entry. No more hunting down missing details. Just a smooth, secure estate planning experience from start to finish.
Automated Contact Sync
Effortlessly sync client contact data between Lawmatics and Eternal Pro.
Streamlined Workflow
Move quickly from intake to planning to execution.
Collaborative Intake
Collaborate in real-time with paralegals and clients directly via Eternal Pro.
Enhanced Client Experience
Deliver a smooth, secure onboarding experience that reflects the professionalism of your firm.
How the Lawmatics Integration Works
- Login to Eternal Pro and connect your Lawmatics account
- Choose which Contacts you wish to import, and click Import
- Or, login to Lawmatics and create a new "Digital Estate" matter
- Clients login and use their secure, white-labeled Portal
- Securely export all data and inventories to Lawmatics
Ready to Connect?
Together, Eternal Pro + Lawmatics make estate planning easier and more secure than ever.
Ready to upgrade your intake, and deliver better client outcomes?
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