App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Eternal Pro
5
4
4
0
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Turn Estate Intake Into a Recurring Revenue Engine
Table of Contents
Is this product right for your business?
Find out with a
Eternal Pro - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: September 2026
Eternal Pro overview
What is Eternal Pro?
Eternal Pro is an estate planning intake and client engagement platform that combines customizable data collection, asset management, document collection, integrations, and ongoing client collaboration in a single system.
Built specifically for estate planning practices, Eternal Pro enables firms to replace static PDFs, paper questionnaires, and fragmented email workflows with configurable digital intake. Firms can start with preconfigured estate planning questionnaires and customize fields, workflows, terminology, and intake experiences around their own processes.
The platform is designed for more than initial intake. Client information, asset records, documents, and estate planning data can remain organized over time, giving firms the infrastructure to support recurring services such as estate plan reviews, updates, changing asset inventories, digital estate planning, and other continuing client needs. This creates opportunities for firms to increase client lifetime value and generate recurring revenue beyond the initial estate plan.
Eternal Pro supports both conventional and digital assets, allowing firms to maintain more comprehensive client asset information in one environment. Centralized collaboration gives attorneys, staff, and clients better visibility into information collection and helps reduce omissions and repetitive follow-up.
Integrations with Clio, Lawmatics, 8am MyCase, LEAP, WealthCounsel, and Zapier connect Eternal Pro with practice management, CRM, document drafting, and workflow systems, helping reduce duplicate data entry and maintain continuity across the firm's technology stack.
Security is designed around the confidentiality requirements of estate planning practices, with advanced security controls and secure data handling protecting sensitive client information. Eternal Pro also incorporates cold-storage technology for additional confidence.
By combining intake automation with an ongoing client dashboard, Eternal Pro helps firms improve operational efficiency while providing the foundation for longer-term, recurring client relationships.
Eternal Pro is available to law firms in the United States and Canada, with support for English, French, and Spanish.
Do you work for Eternal Pro? Manage this product listing
Eternal Pro’s user interface
Eternal Pro reviews
Overall rating
5.0
/5
4
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend1.00/10
5
4
3
2
1
4
0
0
0
0
Eternal Pro's key features
Most critical features, based on insights from Eternal Pro users:
All Eternal Pro features
Features rating:
Eternal Pro alternatives
Eternal Pro
Starting from
165
Per month
Clio
Starting from
49
/user
Per month
8am MyCase
Starting from
50
/user
Per month
LEAP
Starting from
No pricing info
Eternal Pro pricing
Pricing plans
Pricing details:
User opinions about Eternal Pro price and value
Value for money rating:
Eternal Pro integrations (12)
Integrations rated by users
We looked at 4 user reviews to identify which products are mentioned as Eternal Pro integrations and how users feel about them.
Integration rating: 5.0 (2)
“Clio is the CRM platform my sales team uses to update the entire staff about the status of new leads that become clients.”
Doug N.
CEO
Eternal Pro support options
Typical customers
Platforms supported
Support options
Training options
Eternal Pro FAQs
Q. What level of support does Eternal Pro offer?
Eternal Pro offers the following support options:
Email/Help Desk, Knowledge Base, FAQs/Forum, Phone Support, Chat, 24/7 (Live rep)