--- title: "Eternal Pro Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Eternal Pro Software - reviews, pricing plans, popular comparisons to other Law Practice Management products and more." source_url: "https://www.capterra.com/p/10035964/Eternal-Pro/" page_type: "product" language: "en" --- # Eternal Pro Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Eternal Pro ## What is Eternal Pro? Eternal Pro is an estate planning platform that helps law firms turn client intake into an ongoing client relationship, and create opportunities for recurring revenue. Firms can replace paper forms, PDFs, and email chains with customizable digital intake, asset and document collection, and centralized client collaboration. After the initial plan is complete, Eternal Pro helps firms continue serving clients through reviews, updates, asset changes, digital estate planning, and other ongoing services. Integrations with WealthCounsel, Clio, Lawmatics, 8am MyCase, LEAP, and others help reduce duplicate data entry and connect with existing workflows. Eternal Pro helps estate planning firms improve intake efficiency, deliver a better client experience, and increase client lifetime value. Eternal Pro is available to law firms in the United States and Canada, with support for English, French, and Spanish. ## What is Eternal Pro used for? [Legal Case Management](https://www.capterra.com/legal-case-management-software/)[Law Practice Management](https://www.capterra.com/law-practice-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $165 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Eternal Pro?[Manage this product listing](https://www.g2.com/products/eternal-pro/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Eternal Pro 5.0 (4) VS. [4.7 (1,747)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $165 Flat Rate, Per Month Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (4) Ease Of Use 4.6 (546) Value For Money 5.0 (4) Value For Money 4.5 (485) Customer Service 5.0 (4) Customer Service 4.7 (530) ## Eternal Pro alternatives [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (546)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147413/LEAP/) [Neos](https://www.capterra.com/p/58931/neos/) [4.3 (204)](https://www.capterra.com/p/58931/neos/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/58931/neos/) Highest Rated [8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/) [4.8 (217)](https://www.capterra.com/p/156217/CASEpeer/reviews/) Starting price $90.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/156217/CASEpeer/) [8am MyCase](https://www.capterra.com/p/115613/MyCase/) [4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/115613/MyCase/) ## FAQs about Eternal Pro Overview ### What company size and specific industries is Eternal Pro built for? Eternal Pro is designed for estate planning law firms, especially those that want to modernize client intake, improve client service, and maintain ongoing or recurring client relationships. It is built for legal practices in the estate planning sector rather than general business use. Features and Usability ### What are the key features of Eternal Pro? Eternal Pro offers workflow management, access controls/permissions, and an activity dashboard for tracking work. It also includes document management, document storage, document templates, and electronic signature, plus client management, a client portal, communication management, and billing & invoicing. Additional features include reporting & statistics, automatic backup, and two-factor authentication. Pricing ### How much does it cost and what fees or limitations are included? Eternal Pro starts with a free Sandbox version and a free trial, then the Standard plan costs $165 per month flat rate for unlimited clients and matters. Premium is $249 per month flat rate for growing firms, with more users, digital asset tools, and extra integrations. Integrations ### Which third-party tools and platforms does Eternal Pro integrate with? Eternal Pro integrates with 12 third-party tools, including legal practice platforms such as MyCase, Actionstep, Clio, Gavel, LEAP, Lawcus, Lawmatics, and Smokeball, plus 1Password, Calendly, Claude, and Zapier. These connections cover scheduling, document handling, security, and broader app linking. Getting Started and Support ### What training and onboarding options does Eternal Pro offer? Eternal Pro provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced viewing. Getting Started and Support ### What customer support options does Eternal Pro offer? Eternal Pro provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data. ## Features AI summary Based on 1,973 Law Practice Management reviews Capterra data shows that buyers of Legal Case Management software rank the following features as their top priorities: - **Case Management** (**67%** of reviewers rated this feature as critical) - **Document Management** (**55%**) - **Client Management** (**55%**) Eternal Pro includes **Document Management** and **Client Management**, giving legal teams a way to organize case files and maintain client records in one system. However, it does not offer **Case Management**. Instead, it provides **Billing & Invoicing** (**60%**), a feature many reviewers also consider important. Together, these capabilities help businesses keep documents and client details accessible while supporting accurate billing and day-to-day administrative work. Document Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Activity Dashboard 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Access Controls/Permissions 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Client Portal 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients SSL Security 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Eternal Pro 27 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Automatic Backup: Data is backed up automatically to prevent data loss - Calendar Integration: Integrates with calendar applications to ensure case dates are always visible. - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contract/License Management: Track, store, and access client contracts or licenses - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - For Legal Professionals: Specifically designed to address the needs of law firms and legal departments - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Two-Factor Authentication: Extra layer of security that requires not only a password and username but also something specific to that user - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (4) 5.0 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10035964/Eternal-Pro/pricing/) Eternal Pro - Sandbox $0.00 It includes: - Includes three (3) admin seats - Customizable estate intake questionnaire & inventory - Centralized Collaboration Eternal Pro - Standard $165.00 Flat Rate,Per Month It includes: - Ready-to-use Client-Driven Intake, start right away - Syncs with WealthCounsel, Clio, MyCase, & more - Unlimited Clients. Unlimited Matters. - Up to 3 Firm Users with all features - SOC 2 Type II, HIPAA and bank-grade security - 100% Satisfaction Guarantee Eternal Pro - Premium $249.00 Flat Rate,Per Month It includes: - Ready-to-use Client-Driven Intake, start right away - Syncs with WealthCounsel, Clio, MyCase, & more - Unlimited Clients. Unlimited Matters. - SOC 2 Type II, HIPAA and bank-grade security - 100% Satisfaction Guarantee - Digital Asset Inventory, crypto & online accounts - Digital Emergency Cards for advance directives Value for money 5.0 (4) 5.0 Based on 4 reviews ## Integrations [ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ 1Password](https://www.capterra.com/p/176113/1Password/)[ Clio](https://www.capterra.com/p/105428/Clio/)[ 8am MyCase](https://www.capterra.com/p/115613/MyCase/)[ Smokeball](https://www.capterra.com/p/133656/Smokeball/)[ Actionstep](https://www.capterra.com/p/139923/Actionstep/)[ Lawcus](https://www.capterra.com/p/143375/Lawcus/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 4 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AH Angela H. Owner Law Practice ### "Innovate Estate Planning Tool Integrating Digital Assets" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 15, 2026 Eternal Pro has been a genuine addition to our estate planning practice. The platform streamlines client intake, organizes digital assets, and addresses something every estate planner is now grappling with: how to provide lawful, authorized access to digital assets beyond our own biometrics. The customer support has been responsive and hands-on, making setup far less painful than implementing a new system typically is. The breadth of this platform suggests it will replace multiple tools, saving time, energy, and money. I'm excited about where this is headed. Pros There is so much to love about this product! One of the most beneficial features is that the platform prioritizes digital assets governed by RUFADAA, and allows same to not only be inventoried, but includes prompts to the associated company, allowing platform integration designed for maintenance and legacy directives. This feature alone, is reason for all to give serious consideration to use. Cons Eternal Pro is ready and user friendly from initial implementation, however we are still exploring some of the more advanced features. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Grant P. Managing Director Law Practice ### "A Forward-Thinking Platform for Modern Estate Planning Firms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2026 I have been using Eternal Pro for about a month, and I am very impressed with the platform’s functionality and direction. As an estate planning attorney, I see significant value in its approach to client intake, inventory management, digital asset planning, and emergency access to important information. Although I have only used the system for a short time, Eternal Pro has already become an important tool for my firm. I expect many other firms will adopt it as digital assets and client-directed online planning tools become more central to the estate planning process. Pros Eternal Pro brings together several important tools for modern estate planning in one platform, including client intake, asset inventory management, digital asset planning, and emergency access to critical information. The intake solution is simple and intuitive for clients, while still giving law firms excellent flexibility to customize their questionnaires around their own workflows and client needs. The platform also includes a strong default questionnaire template that should be sufficient for many firms. The ability to migrate client intake data directly into Clio is especially valuable because it puts the information I need front and center for review and action. I also appreciate the inventory management features, which allow clients to organize both traditional assets and digital assets. Eternal Pro’s focus on digital assets governed by RUFADAA, including the ability to generate a directive when a user makes a decision regarding a specific digital asset, is particularly forward-thinking. Another standout feature is the emergency card, which users can store on their phone or print and keep in a wallet or purse. This provides a practical way for loved ones or first responders to access important information, including healthcare directives, DNR orders, POLST forms, and other key emergency documents. Most importantly, the customer support has been phenomenal. The Eternal Pro team is responsive, open-minded, and clearly committed to timely improvements. They are focused on building the best possible solution for law firms and their clients. Cons Because the platform is still evolving, some features are continuing to be refined and improved. That said, this has not been a significant drawback in my experience because the team has been extremely responsive to feedback and timely in making enhancements. I would like to develop more real-world use cases over time, but my early experience has been very positive. Switched from [DecisionVault](https://www.capterra.com/p/228607/DecisionVault/) DecisionVault is great, but Eternal Pro is forward thinking about asset inventory management and digital asset estate planning, which is where we're going to be in the future as more and more of our lives (and assets) are digital. Too many of my clients digital lives aren't properly inventoried and lack clear guidance for their loved ones to access. Eternal Pro is striving to solve that problem in addition to being an efficient way to Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JP Juan P. Owner Legal Services ### "Eternal Pro Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2026 Great overall experience with a dedicated "Wizard" link that allows users to configure client intake systems through a ready-to-use questionnaire that can be customized by dragging and dropping questions. There is seamless integration with Clio, Lawmatics and MyCase, where users can easily import client data from those existing tools, reducing manual entry and streamlining workflows. Eternal Pro is an ideal solution for small to medium-sized businesses that prioritize fast implementation over complex enterprise-level features. Pros I highly rate Eternal Pro for its intuitive design and accessibility for users. The software features a clean, user-centric interface with simple navigation, making it easy to learn. Cons While the core platform is user-friendly, the UI/UX can be modernized. While the core platform is user-friendly, some advanced features carry a steeper learning curve and may require technical knowledge to fully master. There is also a desire for more robust customization options beyond the standard configurations. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Andrew A. Owner Law Practice ### "A Modern Tool for Estate Planning Client Organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 1, 2026 Overall, my experience with Eternal Pro has been very positive. It has helped streamline estate planning workflows and made it easier to keep client information organized and current over time. The software feels practical and well-suited to a law practice that wants to be more efficient and more responsive to the realities of digital asset planning. It has been a strong addition to my workflow, and I would recommend it to other estate planning lawyers. Pros What I like most about Eternal Pro is how well it handles the ongoing nature of estate planning information from intake until post-signing management of digital assets. It makes it much easier to organize client assets, especially digital assets and online information that can otherwise get scattered or outdated. I also appreciate that it feels designed for long-term use, not just as a one-time intake tool. I found the platform especially helpful for organizing traditional assets alongside digital assets in one place. The ability to capture items like online accounts, crypto, passwords, and other digital property feels thoughtfully designed for the way clients actually live now, rather than the way estate planning software used to work. Cons The main limitation is that Eternal Pro is not a complete practice management system, so it still needs to work alongside other software for billing, matter management, and broader office operations. For firms that only need a simple intake solution, it may offer more functionality than they actually need. That said, I have not had any major issues with it so far and am looking forward to future features being rolled out by the company. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.