Less administrative drag
Use questionnaires, matter interviews, task lists, and package generation to reduce the amount of manual coordination per client.
Solo and Small Firms
Estate planning software for solo attorneys who need leverage without extra staff.
Statular helps solo and small estate planning firms standardize intake, generate complete document packages, track signing and funding tasks, and deliver a more polished client experience.
Product Surface
Solo and Small Firms
A solo estate planning practice often has the same drafting complexity as a larger firm, with less administrative slack. Statular turns repeated estate planning work into a controlled workflow instead of a sequence of manual reminders.
No per-documentsubscription model
Client portalincluded workflow surface
Task listsrepeatable matter process
Professional client experience
Give clients a portal, clear questionnaires, secure uploads, and organized final documents without assembling a custom tech stack.
Room to grow
Start with core drafting workflows and add integrations, templates, and package coverage as your practice expands.
Workflow
How it works in a matter
01
Send intake
Invite the client to complete a questionnaire instead of sending a long PDF or manually typing notes into documents.
02
Review and generate
Review client answers, make attorney decisions, and generate the relevant document package.
03
Finish the matter
Track review, signing, funding, and final document delivery with package-specific tasks.
Strong fit
- Solo estate planning attorneys
- Small firms adding estate planning capacity
- Firms replacing manual intake PDFs
- Attorneys who want predictable package workflows
Typical workflows
- Revocable trust packages
- Will and powers packages
- Client questionnaires
- Trust funding tasks
- Post-death administration intake
Questions
Common attorney questions
Is Statular practical for a solo attorney?
Statular is built for attorneys who need to reduce intake, drafting, and follow-up work without hiring a large support team.
Can a solo firm use Statular without a practice management integration?
The drafting, questionnaire, portal, and document workflows can be used directly. Clio integration is available for firms that want connected client and matter workflows.