Estate planning,
from first email
to final documents.
A simple, guided workflow for Texas law firms. Less admin. More time with clients.
Start Your 14 Day Free TrialFollow one matter from start to finish.
See how the Garcia Estate, an example matter, moves through Clause Legal Pro, from client intake to a complete, signed document package.
Start with a client,
not paperwork.
Open a new matter, run your conflicts check and send the engagement letter. Your client gets a simple, guided experience from day one.
See the next step
They answer.
You stay in control.
Your clients complete a guided questionnaire at their own pace. Answers save as they go and you can review or edit anything.
Their answers
become your documents.
Clause Legal Pro drafts the full estate plan using your templates or ours. Every document stays a draft until you approve it.
See the document library
Know exactly how
every document gets signed.
Clause identifies the signing requirements for each document, so you can execute the plan with confidence.
See what happens next
When the matter leaves
Clause, it leaves whole.
Download a complete, organized file set for your records. Your client files stay yours.
See what stays yours
Attorney-approved.
Ready to use.
Choose from a complete library of Texas estate planning packages, or upload and use your own templates. Yours take priority.
Explore the packages
Your templates.
Your language.
Upload your firm's templates or start with ours. Yours take priority in every matter.
AI where it saves time.
Attorney judgment where it matters.
Clause helps with the heavy lifting, so you can focus on your clients.
✓ Clause can
- ✓Match questionnaire answers to template fields
- ✓Extract legal descriptions from uploaded deeds
- ✓Identify names and variables in templates
- ✓Help assemble documents
APPROVE
✕ Clause does not
- ✕Rewrite your legal language
- ✕Make legal decisions for you
- ✕Finalize a document without you
- ✕Train on your client's files
One practice. One price.
Unlimited matters.
Everything you need to run your Texas estate planning practice.
MATTERS
- ✓No limit on how many matters you open
- ✓The client questionnaire, filled in by your client or by you
- ✓E-signature on the engagement letter
- ✓AI template matching and PDF conversion, with nothing metered
- ✓The Texas library, written and maintained by Clause Legal
- ✓Your own templates beside ours, and yours are the ones that draft
Founding firms, by invitation: 60 days for $99, then Foundations at $149/month billed annually for as long as you stay subscribed. Regular price $199/month.
Family, real estate and business agreements are coming, and so is a second state. Join the waitlist
Join the waitlist
Family, real estate and business agreements are coming, and so is a second state. Leave your details and we will tell you when they arrive.
Questions go here too, and get a personal answer. You do not have to wait for us: start a 14-day trial and your workspace opens now, with no card.