Clio
AvailableTwo-way client and matter sync between Statular and Clio. Originate work in either system; the other stays aligned.
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Practice Management Integrations
Estate planning drafting software that connects to your practice management system.
Statular handles the estate planning layer of the firm's workflow: intake, document automation, client portal, and drafting review. Integrations keep that work connected to the practice management system the firm already uses, instead of forcing a switch.
Integration model
Statular is designed to sit alongside the practice management system, not replace it. Estate planning matters can originate on either side and stay synchronized.
- Two-way client and matter sync with Clio today
- Estate planning context lives in Statular
- Operational record stays in the practice management system
- Roadmap support for MyCase, Rocket Matter, Smokeball, Lawcus
Current and Planned
Practice management connections
Clio is connected today with two-way sync. The integrations below are on Statular's roadmap. If your firm runs on a different system, talk to sales about prioritization.
MyCase
Coming soonPlanned support for firms that use MyCase as their matter and client system of record.
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Rocket Matter
Coming soonPlanned support for firms that use Rocket Matter for practice management and matter operations.
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Smokeball
Coming soonPlanned support for firms that use Smokeball for matter management and practice operations.
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Lawcus
Coming soonPlanned support for firms that want CRM-style matter workflows connected to estate planning drafting.
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Why pair them
What firms get from this combination
Drafting work that mirrors the matter record
Estate planning matters in Statular stay aligned with the client and matter records in Clio so the firm sees a consistent picture across both systems.
Less rekeying for estate planning intake
Client information that already exists in the practice management system can flow into Statular instead of being typed in twice.
A workflow built around legal-specific data
Statular focuses on the estate planning data that practice management systems do not model: settlors, trustees, beneficiaries, distributions, packages, and document state.
What Statular handles
- Estate planning intake and questionnaires
- Matter interview and drafting decisions
- Document automation for wills, trusts, powers, and supporting documents
- Client portal for questionnaires, uploads, and final documents
- Estate planning task lists for drafting, signing, and trust funding
- Trust administration and probate document workflows in supported jurisdictions
What practice management software handles
- Timekeeping and billing
- Trust accounting and IOLTA workflows
- Conflict checks
- Firm-wide calendaring and matter operations
- Cross-practice-area matter management
- Client communications outside the estate planning workflow
Questions
Practice management questions from estate planning firms
Which practice management systems does Statular integrate with for estate planning?
Statular currently integrates with Clio. The integration supports two-way client and matter sync. MyCase, Rocket Matter, Smokeball, and Lawcus are on the integration roadmap.
Does Statular replace my practice management system?
No. Statular is estate planning drafting and workflow software. It complements practice management systems by handling estate planning intake, document automation, client portal workflows, task lists, and final documents while the firm's practice management system remains the operational record.
Can a firm use Clio and Statular together for estate planning?
Yes. Statular's Clio integration supports either workflow direction. Clients and matters can be created in Clio and brought into Statular for estate planning drafting, or created in Statular and synced back to Clio.
What is the best practice management software for estate planning attorneys?
Estate planning firms typically pair a general-purpose practice management system with estate planning-specific drafting software. Clio is the most common practice management choice and integrates with Statular today. Statular handles the estate planning drafting layer that general practice management systems do not.
Will Statular integrate with MyCase or Rocket Matter?
MyCase, Rocket Matter, Smokeball, and Lawcus integrations are on Statular's roadmap. Firms using those systems can contact Statular sales to discuss timing and the workflows they need supported.