How do I connect Eternal Pro to Claude?

Log in as a Super Admin, hover over Integrations in the left nav menu, click Claude, then click Enable Claude integration. You'll be connected using the Eternal API key for basic features, or you can enter your own Anthropic key for full access.

What documents can Claude generate from client intake data?

Claude can generate Wills, Trusts, Powers of Attorney, and other estate documents. You can upload example files for any document type in DOCX format, in addition to the pre-built boxes provided for Wills and Trusts.

What format must example documents be in?

Example documents must be uploaded in DOCX format only.

Are Estate Intake Summaries generated automatically?

Yes. When the Claude integration is enabled with either the Eternal API key or your own Anthropic key, Estate Intake Summaries are automatically generated for both Firm Users and Clients.

How do I disable automatic Estate Intake Summaries?

Visit your Eternal Pro Settings page and check the appropriate boxes to disable Estate Intake Summaries for Firm Users, Clients, or both.

How do I generate a document for a specific client?

Log in as a Super Admin, click the Share icon for the selected client, click Claude, select the document to generate, then click Download. Documents may take several minutes to generate and will download to your browser.

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

Connecting to Claude

Login to your Eternal Dashboard as a Super Admin user
Hover on Integrations in the left nav menu, then click Claude
Click the Enable Claude integration button
You're now connected using the Eternal API key, which provides basic features only. For full access, click the API Key icon to enter your own Anthropic key.

Estate Intake Summaries

When you enable the Claude integration with either the Eternal API key or your own Anthropic key, the Estate Intake Summaries will automatically be generated for both Firm Users, and Clients. To disable, visit your Eternal Pro Settings page, and check the appropriate boxes (as shown below).

Generating Documents with Claude

Claude can generate Wills, Trusts, Powers of Attorney, and other estate documents directly from your client intake data in Eternal Pro.

To get started, upload example documents in the Example Documents section. You'll find pre-built boxes for Wills and Trusts, and you can add any other document type as well (DOCX format only). Claude uses these examples as a reference, then fills in your actual client intake data to produce the finished documents.

To generate the documents for any Client:

Login to your Eternal Dashboard as a Super Admin user
Click the Share icon for the selected Client
Click Claude
Select the document to generate
Click Download
Please note, documents may take several minutes to generate.
The generated draft will download to your browser.

pro, integrations, claude

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