Which practice management systems does Statular integrate with?

Statular currently integrates with Clio. MyCase, Rocket Matter, Lawcus, and Smokeball are on the integration roadmap.

Does Statular replace my practice management system?

Statular is estate planning drafting and workflow software. It connects to practice management systems so firms can keep their operational record aligned while using Statular for intake, drafting, document generation, secure client messaging, and client workflows.

Integrations

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

Use Statular for the estate planning layer: intake, document automation, review, task lists, client portal, and final documents. Integrations keep that work connected to your practice management system.

Connected workflows

The Clio integration is built for either workflow direction. Firms can create clients and matters in Statular and sync them to Clio, or create them in Clio and sync them to Statular for estate planning intake and drafting.

Client and matter context moves with the workflow.
Drafting decisions stay in the drafting system.
Sync behavior is configurable and reviewable.

Current and Planned

Practice management connections

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.

View integration

MyCase

Coming soon

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

Rocket Matter

Coming soon

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

Lawcus

Coming soon

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

Smokeball

Coming soon

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