WealthCounsel is a membership-based organization that provides estate and business planning attorneys with legal document drafting software, educational services and resources to build your practice, and nationwide networking opportunities in a community of over 6,000 professionals. Our goal is to help members grow their practices, stay current and confident, and connect with their peers. Our document drafting technology – Wealth Docx – is a cloud-based estate planning software for attorneys, allowing them to draft customized estate plans for clients quickly, easily, and accurately – anytime, anywhere, from any device.

Key Features

  • Move seamlessly from Clio to drafting documents for your clients - without the hassle of rekeying all the matters and client information you just entered in Clio. This integration will push new or updated contacts and matters details into WealthCounsel online products so that you can immediately start drafting documents for your clients.

    • Allows you to control which contacts are updated and whether matters are also included
    • Custom fields in Clio can be selected to populate additional information in WealthCounsel
    • Provides the option to review all recommended changes before they are applied
    • Notifies you of any potential duplicates or warnings after batching the expected updates
    • Updates can be skipped and the integration can easily be enabled/disabled at any time
    • Maintains a history of all integrations and all changes that have been made to your data in the WealthCounsel system