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What is FamilyCase.AI?

FamilyCase.AI is a cloud-based management solution designed specifically for independent practitioners and small family law firms. It merges various aspects such as matter records, evidence management, deadlines, client interactions, intake workflows, billing, and trust accounting into a comprehensive workspace that is accessible for both lawyers and their clients. The platform includes AI assistants that facilitate matter preparation and firm management by providing follow-up reminders for intake processes and notifications for billing or trust account issues; it also ensures that attorneys have access to source-referenced information and can review AI-generated outputs, keeping the authority over legal decisions and automatic filings firmly with the professionals. Lawyers can efficiently manage client questionnaires, document approvals, evidence sharing, updates on cases, time tracking, billing tasks, trust account oversight, and the overall status of matters. In addition, the platform offers onboarding support and allows for the seamless transfer of data from other legal practice management systems, making transitions hassle-free. To ensure compliance, it incorporates review guardrails based on the California Family Code, requiring attorney verification at critical junctures. Moreover, FamilyCase.AI features an intuitive interface that enhances user experience, making it an excellent choice for small firms aiming to optimize their operational efficiency. This combination of functionality and user-friendliness positions FamilyCase.AI as a valuable resource for legal professionals looking to modernize their practice.

What is Eternal Pro?

Eternal Pro is a cutting-edge, cloud-based platform tailored for estate-planning professionals, streamlining the intake process for both traditional and digital assets while fostering effective teamwork among attorneys, their staff, and clients, all while ensuring real-time synchronization with practice-management tools. By eliminating outdated paper forms, PDFs, and chaotic email threads, this software creates a centralized hub where customizable questionnaires can be swiftly adjusted, enabling real-time editing for both clients and team members. Furthermore, it boasts a detailed asset inventory that encompasses a wide range of holdings, from real estate to cryptocurrencies, and incorporates robust cold-storage solutions to safeguard sensitive data. With direct integration options for well-known platforms like Clio, Lawmatics, and MyCase, alongside access to over 9,000 other applications via Zapier, it guarantees a smooth data flow for each client case, minimizing the chances of duplicate entries or human errors. This forward-thinking solution not only streamlines the estate-planning workflow but also significantly boosts productivity and precision for industry professionals, making it an invaluable tool in today's fast-paced legal environment. In essence, Eternal Pro revolutionizes how estate-planning experts manage their cases, paving the way for enhanced efficiency and client satisfaction.

Media

No images available

Media

Integrations Supported

Integrations Supported

1Password
Clio
Google Chrome
Lawmatics
MyCaseRecords
Safari
Zapier

API Availability

API Availability

Has API

Pricing Information

$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 Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

FamilyCase.AI

Company Location

United States

Company Website

familycase.ai

Company Facts

Organization Name

Eternal Pro

Date Founded

2023

Company Location

United States

Company Website

eternal.me/

Categories and Features

Family Law

Not specified

Categories and Features

Estate Planning

Not specified

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