Viewing articles tagged 'pro'


 
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...

 How to add a new Firm User in the Eternal Pro Dashboard?

To add a new administrator user within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click  [+ New]  in the top Nav bar, then User Enter a unique Username Enter the...

 How to add clients in the Eternal Pro Dashboard

To add a new secure client account within your Eternal Pro Dashboard: Login to your Eternal Dashboard Hover over the  + New   button in the top Nav bar, then click Add Client Enter a unique...

 How to create a new intake form in the Eternal Pro Dashboard?

To add a new intake form within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click  Wizard  in the left navigation menu Enter a unique name in the New Wizard Name field Click...

 How to delete a client from the Eternal Pro Dashboard

To remove a client account from within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the  Your Firm Name Clients   button in the top Nav bar Click Clients Find the client...

 How to delete a user from the Eternal Pro Dashboard?

To remove any user or administrator within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the  Your Firm Name Clients   button in the top Nav bar Click Users Find the user...

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 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:...

 How to Introduce Digital Estate Planning to Clients Who've Never Considered It

Most clients walk into an estate planning meeting thinking about the house, the retirement accounts, and who gets the family heirlooms. Almost none of them are thinking about their email, their...

 How to remove a firm administrator in the Eternal Pro Dashboard?

To remove an administrator from your Eternal Pro Dashboard: Login to your Eternal Dashboard as a Super Admin Click the  Admins  link in the left nav bar Hover over the username, a submenu will...

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...

 How to set frequency of client reminders in the Eternal Pro Dashboard?

You can set or change the boilerplate language for the estate documents in the Eternal Wizard: Login to your Eternal Dashboard Click Eternal Pro, then Eternal Wizard Follow the steps until you...

 How to set or change the boilerplate language for the estate documents in the Eternal Pro dashboard?

You can set or change the boilerplate language for the estate documents in the Eternal Wizard: Login to your Eternal Dashboard Click Templates in the left navigation Select the boilerplate (or...

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...

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...

 Is Eternal Me RUFADAA compliant?

RUFADAA, the Revised Uniform Fiduciary Access to Digital Assets Act, is model legislation developed by the Uniform Law Commission (ULC) to address the legal issues surrounding access to digital...

 Is Eternal Pro available in Canada?

Yes. Eternal Pro is available to Wills, Trusts & Estates law firms anywhere in Canada. All Canadian client information is stored only in Canada (this is also sometimes referred to as Canadian...

 Is Eternal Pro available in Spanish?

Yes, Eternal Pro is offered in Spanish, including full intake & onboarding processes for Trusts & Estates law firms.  Switching to Spanish Any Eternal Pro user can switch to Spanish...

 Is Eternal Pro compliant with HIPAA and SOC2?

Yes. Eternal Pro is SOC 2 Type 2 certified and HIPAA compliant, independently verified by Oneleet. SOC 2 Type 2 is an audit of how our controls actually operated over an extended period, not a...

 Quick Start Guide: Intake Editor

The Intake Editor is where you build and fine-tune the intake wizard your clients complete. You can add your own questions, edit or hide the ones we provide, reorder everything, group questions...

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....

 What is RUFADAA?

The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) determines whether your client's fiduciary can actually reach their digital assets. Enacted in nearly every U.S. jurisdiction,...

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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