Keep the PMS as the source of truth
Statular focuses on estate planning-specific work: questionnaires, document packages, drafting data, task lists, and final documents.
Practice Workflows
Estate planning workflows that fit around your practice management system.
Statular handles estate planning intake, drafting, review, storage, and client handoff while keeping that work connected to the systems your firm already uses.
Product Surface
Practice Workflows
Estate planning work needs more than a matter database. Statular provides a drafting-specific workflow for trust packages, powers packages, probate packages, and post-death administration matters.
Cliocurrent practice management integration
Client + mattersync objects supported in the workflow
Package-specifictask lists for estate planning work
Reduce rekeying
Client and matter records can originate in Statular and sync to Clio, or originate in Clio and sync to Statular.
Built for repeated workflows
Use package-specific task lists for drafting, signing, trust funding, probate, and administration follow-up.
Workflow
How it works in a matter
01
Create or import the client
Start the client or matter in Statular and send it to Clio, or begin in Clio and bring the record into Statular for drafting.
02
Run the estate planning workflow
Collect intake, review attorney answers, generate document packages, assign tasks, and store final drafts in one drafting-focused workspace.
03
Sync the operational record
Keep client and matter context aligned across Statular and Clio, whether the record starts in the drafting workflow or the practice management workflow.
What this replaces
- Manual copying from intake forms into drafting software
- Separate spreadsheets for trust funding or signing tasks
- Ad hoc document folders with unclear package status
- Email threads used as a client portal
What it does not replace
- Timekeeping and billing
- Firm-wide calendaring
- Conflict checks
- General litigation or transactional matter management
Questions
Common attorney questions
Is Statular practice management software?
Statular is estate planning drafting and workflow software. It complements the firm's practice management system by handling intake, document generation, client portal workflows, task lists, and drafting records.
Which practice management systems does Statular integrate with?
Statular currently integrates with Clio. MyCase, Lawcus, and Smokeball are on the integration roadmap.