Knowledgebase - Integrations


 
Claude How to draft estate documents with Claude using a client's intake data?

Eternal Pro integrates directly with Claude Automatically generate Estate Intake Summaries Automatically generate Wills, Trusts, Powers of Attorney, and other estate documents using Claude...

Lawmatics How to enable automatic sync to Lawmatics?

Eternal Pro integrates and can sync directly with Lawmatics. It's easy to enable automatic Client data synchronization: Login to your Eternal Dashboard as a Super Admin user Hover on...

Lawmatics How to import clients from Lawmatics using a Zapier webhook ?

To create a Zapier webhook to import clients into Eternal Pro: Login to your Eternal Dashboard as a Super Admin user Hover on  Integrations  in the left nav menu, then click Zapier Copy your...

8am MyCase How to import clients from MyCase using a webhook ?

With Eternal Pro, you can automate creation of Digital Estates directly with MyCase. Once enabled, simply create a new case in MyCase called "Digital Estate". To enable the MyCase Webhook:...

8am MyCase How to send intake invites to existing contacts in 8am MyCase?

Eternal Pro integrates directly with 8am Mycase: Import from 8am Mycase to send intake forms to existing clients Import from 8am Mycase to create new digital estates for clients Synchronize...

Clio How to send intake invites to existing contacts in Clio?

Eternal Pro integrates directly with Clio: Import from Clio to send intake forms to existing clients Import from Clio to create new digital estates for clients Synchronize client data back to...

Lawcus How to send intake invites to existing contacts in Lawcus?

Eternal Pro integrates directly with Lawcus: Import from Lawcus to send intake forms to existing clients Import from Lawcus to create new digital estates for clients Synchronize client data...

Lawmatics How to send intake invites to existing contacts in Lawmatics?

Eternal Pro integrates directly with Lawmatics: Import from Lawmatics to send intake forms to existing clients Import from Lawmatics to create new digital estates for clients Synchronize...

WealthCounsel How to send intake invites to existing contacts in WealthCounsel?

Eternal Pro integrates directly with WealthCounsel To import clients data from WealthCounsel (sending them an intake link): Login to your Eternal Dashboard as a Super Admin user Hover on...

WealthCounsel How to sync client data to WealthCounsel?

Eternal Pro integrates directly with WealthCounsel Automatically find and sync (or create) Contacts and Matters Import from WealthCounsel to send intake forms to existing clients Import from...

8am MyCase How to sync client intake data to 8am MyCase?

Eternal Pro integrates directly with 8am MyCase Import from MyCase to send intake forms to existing clients Import from MyCase to create new digital estates for clients Synchronize client data...

Clio How to sync client intake data to Clio?

Eternal Pro integrates directly with Clio: Import from Clio to send intake forms to existing clients Import from Clio to create new digital estates for clients Synchronize client data back to...

Lawcus How to sync client intake data to Lawcus?

Eternal Pro integrates directly with Lawcus Import from Lawcus to send intake forms to existing clients Import from Lawcus to create new digital estates for clients Synchronize client data to...

Lawmatics How to sync client intake data to Lawmatics?

Eternal Pro integrates directly with Lawmatics Import from Lawmatics to send intake forms to existing clients Import from Lawmatics to create new digital estates for clients Synchronize client...

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