Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Filevine Reviews & Ratings
    4.5 out of 5 stars 591 Ratings
    Company Website for Filevine
  • LegalEdge Reviews & Ratings
    4.6 out of 5 stars 17 Ratings
    Company Website for LegalEdge
  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • 8am Reviews & Ratings
    4.5 out of 5 stars 1,242 Ratings
    Company Website for 8am
  • InterProse ACE Reviews & Ratings
    4.5 out of 5 stars 147 Ratings
    Company Website for InterProse ACE
  • Time Management from ISGUS Reviews & Ratings
    4.6 out of 5 stars 27 Ratings
    Company Website for Time Management from ISGUS
  • FastBound Reviews & Ratings
    4.8 out of 5 stars 24 Ratings
    Company Website for FastBound
  • Muzaic Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Muzaic
  • Lawmatics Reviews & Ratings
    4.6 out of 5 stars 300 Ratings
    Company Website for Lawmatics
  • LinkSquares Reviews & Ratings
    4.7 out of 5 stars 727 Ratings
    Company Website for LinkSquares

What is Lawgic?

Lawgic is an innovative document-generation tool tailored for attorneys specializing in trusts & estates and family law, guiding users through an engaging question-and-answer format that culminates in the automatic production of comprehensive, state-specific legal documents, such as wills, trusts, premarital agreements, and marital settlement agreements. This groundbreaking platform utilizes patented “Intelligent Legal Technology” to personalize document provisions based on attorney responses, provide clear summaries of wills and trusts, and dramatically reduce drafting time, often saving attorneys anywhere from three to ten hours for each legal plan. Additionally, it supports various U.S. states with its specialized modules and offers integrated training alongside ongoing assistance, ensuring that lawyers can navigate the system with ease. Lawgic takes pride in combining expertly crafted content with efficient automation, enabling attorneys to focus on providing strategic advice instead of becoming overwhelmed by mundane document preparation. By simplifying the document creation workflow, Lawgic not only boosts the productivity of legal professionals but also enhances the overall quality of service delivered to clients. This results in a more efficient legal practice that can adapt to the changing needs of their clientele.

What is FP Alpha?

FP Alpha is a sophisticated planning platform driven by artificial intelligence that enables financial advisors to elevate their comprehensive planning effectiveness through the straightforward process of uploading crucial documents, including tax returns, wills, trusts, and insurance policies. After the documents are submitted, the platform adeptly processes and extracts essential information, unveiling actionable insights across diverse planning domains such as estate, tax, and insurance, while also illustrating the advantages of advice through visual reports and customizable outputs. With coverage spanning over 16 different planning areas, it boasts modules like Estate Snapshot and Estate Planning Lab, which simplify complex legal documents into easily digestible summaries and diagrams, model various strategies, and calculate potential savings. Furthermore, the platform features tools like Tax Snapshot and Tax Projector, enabling users to predict federal and state tax implications over several years, assess different scenarios including Roth conversions or charitable contributions, and smoothly incorporate these insights into their current advisory practices. By optimizing the planning workflow, FP Alpha significantly enhances the ability of financial advisors to provide well-informed and strategic counsel to their clients, ultimately leading to more comprehensive financial solutions. This innovative approach not only saves time but also increases the accuracy and effectiveness of financial planning efforts.

Media

Media

Integrations Supported

Clio

Integrations Supported

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$1,125 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Lawgic

Date Founded

2000

Company Location

United States

Company Website

lawgic.com

Company Facts

Organization Name

FP Alpha

Date Founded

2018

Company Location

United States

Company Website

fpalpha.com

Categories and Features

Estate Planning

Not specified

Family Law

Not specified

Categories and Features

Estate Planning

Not specified

Tax Planning

Not specified

Popular Alternatives

Wealth Docx Reviews & Ratings

Wealth Docx

WealthCounsel

Popular Alternatives

Bancroft Reviews & Ratings

Bancroft

Bancroft Sysyems
Wealth Docx Reviews & Ratings

Wealth Docx

WealthCounsel