Per Stirpes

Per Stirpes is designed around estate planning workflows, treating a married couple as a single engagement and accounting for state-specific formalities in document preparation.

Key features and functions include:

Single Client Record
Stores each matter on one client record, with intake answers serving as the source data for every document template.

Client Intake
Provides a sectioned questionnaire that saves progress as the client goes, with no client account required.

Joint Intake for Couples
Allows both spouses to complete one shared intake, with the firm reconciling differing answers without either response overwriting the other.

Document Drafting from Firm Templates
Drafts documents from the firm’s own Word templates, with fields mapped once and a field inspector showing the source of each value before drafting.

State-Specific Template Editions
Maintains a separate edition of each document template for every state in which the firm practices.

E-Signature
Sends engagement letters for electronic signature, with estate documents executed in person.

Scheduling
Allows clients to self-book consultations and signing appointments based on attorney calendar availability.

Flat-Fee Packages
Publishes intake, documents, and price together as a package that can be attached to a matter in one step.

Payments and Receivables
Processes card payments that reconcile to the matter, with a receivables board for tracking outstanding balances.

Legal Insurance Plan Claims
Tracks claim submission and payment for prepaid legal insurance plans, by provider.

Client Portal
Provides a branded client view that shows matter progress and the next step in plain language. Stage-based emails prompt clients when action is needed.

Document Storage
Stores executed documents against the matter and mirrors copies to the firm’s cloud storage.

Audit Trail
Records every significant change, including who made it, when, and the values before and after.