Knowledgebase - Integrations


 
Claude Connecting Claude to Eternal Pro with the MCP Connector (2 of 3)

The MCP Connector lets you configure Eternal Pro by asking. Connect it once and you can audit a questionnaire for faults, add or reword intake questions, reorder sections, build and manage...

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 ?

Eternal Pro is an authorized Lawmatics integration partner. We recommend using our native Lawmatics integration instead of Zapier, when possible. However, if necessary you can also use a Zapier...

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...

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

Eternal Pro integrates directly with Smokeball: Import from Smokeball to send intake forms to existing Contacts Find and sync (or create) Contacts and Matters The entire workflow can be fully...

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

Eternal Pro integrates directly with WealthCounsel Eternal Pro is an authorized WealthCounsel partner. To send an Eternal Pro intake link to an existing WealthCounsel contact: Login to your...

Smokeball How to sync client data into Smokeball?

Eternal Pro integrates directly with Smokeball Import from Smokeball to send intake wizards to existing clients Synchronize Client intake data back to a Smokeball Matter, or create a new one...

LEAP How to sync client data to LEAP?

Eternal Pro Integrates Directly With LEAP Eternal Pro is an authorized LEAP integration partner, enabling you to: Sync Client intake data from Eternal Pro into LEAP Find or create LEAP Cards...

Trustate How to sync client data to Trustate?

Eternal Pro integrates directly with Trustate Eternal Pro is an authorized Trustate integration partner, enabling you to: Send a client's Matter, Contacts, and full estate Inventory to Trustate...

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 Eternal Pro is an authorized Clio integration partner, enabling you to: Import from Clio to send intake forms to existing clients Synchronize client...

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...

Claude Running your practice software from Claude: what MCP means for law firms

If you use Claude, ChatGPT or Copilot, you have probably noticed the ceiling: they can help draft a client email or a legal document. What they cannot do is tell you anything about your firm —...

Claude Setting up the Claude integration in Eternal Pro (1 of 3)

Eternal Pro uses Claude in two separate places. It helps to understand the difference before you change anything, because they are configured independently and one can be on while the other is off....

Claude What you can ask Claude to do in Eternal Pro (3 of 3)

Once the Eternal Pro MCP Connector is set up, you configure Eternal Pro by describing what you want. This article lists everything Claude can do and gives you wording that works. You do not need to...

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