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Eternal Pro

Simplify and automate estate planning intake and digital asset planning.
  • CLIO GROW
  • CLIO MANAGE
Available in Canada, the United States

Get a Clio product walkthrough. Request a demo.

Starting at $159 per month USD
Starting at $159 per month USD
Starting at $159 per month USD
Starting at $159 per month USD
Starting at $159 per month USD
Starting at $159 per month USD
Starting at $159 per month USD
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Key benefits for your firm

  • Simplify and Automate Estate Intake

    Replace fragmented intake processes with a branded client portal that drives higher completion rates, less admin time, easier plan updates, and more billable work for your firm.

  • Easy Estate Plan Maintenance

    Automatically prompt clients to refresh their intake data and asset inventories so every plan stays current—without adding to your workload.

  • Intake all Traditional and Digital Assets

    Collect a complete asset inventory spanning traditional assets like real estate and investments, to digital assets like cryptocurrency and online accounts — so nothing goes unfound when it matters most. Clients can optionally import and link financial accounts, to track estate value.

How Eternal Pro works with Clio

  • Fully automated two-way sync with Clio Manage so you can sync contacts and data in both directions

    Eternal Pro connects directly to Clio, so your estate planning workflow stays in one ecosystem. Client intake, assets & liabilities, digital assets, and estate questionnaires captured in Eternal Pro sync automatically to the right client and matter in Clio — no manual data entry, no duplicate records.

    • Automatically matches incoming client data to existing Clio clients and matters, or creates new ones if needed.
    • Create a new client and matter in Clio and instantly launch a full estate intake in Eternal Pro, your client gets a guided portal, you get structured data synced back to Clio.
    • Prefer manual control? Sync can be triggered on demand rather than automatically, putting your firm in the driver’s seat.
Ready to improve your workflow with Eternal Pro and Clio? Get Started

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