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Integrations

Connect estate planning drafting to the tools your firm already uses.

Use Statular for the estate planning layer: intake, document automation, review, task lists, client portal, and final documents. Direct integrations and webhooks help connect that work to your practice management and automation tools.

Connected workflows

Use direct connections for supported legal systems or use incoming webhooks to let compatible automation tools create a new Statular client or matter.

  • Clio supports two-way client and matter sync.
  • Lawmatics can automate the handoff from intake to drafting.
  • DecisionVault questionnaires can be reviewed and imported.
  • Webhooks work with platforms such as Zapier, n8n, and Make.

Direct and Webhook-Based

Connections for the tools around your practice

Clio

Available

Use two-way client and matter sync: originate work in Statular and send it to Clio, or originate in Clio and bring it into Statular for drafting.

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Lawmatics

Available

Automatically create Statular clients and matters from Lawmatics contacts and matters using configurable triggers and practice-area rules.

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DecisionVault

Available

Link submitted DecisionVault client questionnaires to Statular clients and import the answers into the drafting interview with attorney review.

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Webhooks

Available

Create private connection points that compatible tools can use to create new clients or matters in Statular.

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Zapier

Via webhooks

Use a Zapier workflow to send selected client or matter details to Statular through an incoming webhook.

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n8n

Via webhooks

Connect a flexible n8n workflow to Statular client or matter creation using a private webhook address.

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Make

Via webhooks

Send available details from a Make workflow to Statular to create the client or matter your team needs next.

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MyCase

Coming soon

Planned support for firms that use MyCase as their matter and client system of record.

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Rocket Matter

Coming soon

Planned support for firms that use Rocket Matter for practice management and matter operations.

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Lawcus

Coming soon

Planned support for firms that want CRM-style matter workflows connected to estate planning drafting.

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Smokeball

Coming soon

Planned support for firms that use Smokeball for matter management and practice operations.

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Estate Planning Software Integrations | Statular