Per Stirpes
Offers LawNext Promo
Last Updated: October 13th, 2026
Per Stirpes Overview
Description
Per Stirpes is workflow software for solo and small estate planning firms. One client record carries the engagement from intake through drafting, signing, and billing. The lifecycle is the product, not a feature. Built inside a working estate planning practice.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Law Practice Management Suites
Billing and Invoicing
Time Tracking
Calendar Integration
CRM
Document Management
Accounting
Task Management
Client Portal
Contacts Management
Calendar Management
Document Assembly
Budgeting/Forecasting
Conflicts Checking
Native Email Client
Staff Rostering
Custom Client Intake
CRM, Marketing and Business Development
Encryption
Customization
Messaging
Client Intake
Scheduling
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
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