Viewing articles tagged 'pro'
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 DashboardTo 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 DashboardTo 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...
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...
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...
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 ItMost 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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 compliant with HIPAA and SOC2?Yes. Eternal Pro is built with HIPAA and SOC 2 compliance in mind and is independently verified by Oneleet. Our security, privacy, and operational controls are continuously assessed against...
Quick Start Guide: Intake EditorThe 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...
Powered by WHMCompleteSolution
united states
