Clio Integration
Estate planning document automation, connected to Clio.
Statular is your estate planning drafting layer. Clio stays your practice management system of record. The integration keeps client and matter context aligned, so Statular can handle the estate planning work that general practice management does not model.
Two-Way Sync
Start where your firm already works.
Practice Management
Clio
Clients, matters, billing, and the operational system of record your firm runs on every day.
Drafting Layer
Statular
Intake, interviews, document generation, version history, and the branded client portal for estate planning matters.
Start in Clio
Bring a Clio client and matter into Statular, then run estate planning intake, drafting, portal delivery, and document generation from there.
Start in Statular
Create the client and matter inside the drafting workflow, then sync the operational client and matter record back to Clio.
Division of Labor
Clio runs the practice. Statular does the drafting.
Once a client and matter are synced, Statular takes over the estate planning-specific work and feeds the operational record back to Clio. You stay in control of every draft.
- Estate planning client intake and questionnaires
- Matter interviews for trusts, wills, powers, healthcare directives, probate, and trust administration
- Document generation with full version history
- Client portal for questionnaires, messaging, uploads, and document delivery
- Drafting task lists and estate planning-specific matter context
Ready to connect Statular and Clio?
Clio is a live, two-way integration. Statular fits alongside the practice management systems estate planning firms already rely on.