LegalGEN
LegalGEN: A usage-based estate-planning automation platform with guided intake and firm-template generation. Ranked #16 of 31 in Legal Document Automation Software by our editors (6.0/10); pricing: From $29; best for estate firms using usage-based client conversion.
At a glance
- Editor score6.0 / 10
- PricingFrom $29
- Best forEstate firms using usage-based client conversion
- Free planNo
- Questionnaire builderYes
- Facts checked20 Sep 2026
Where it wins
- Guided intake with conditional clause logic and AI-organized answers
- Generates documents from firm templates, clauses, and drafting language
- Connects with Clio, MyCase, WealthCounsel, Stripe, and REST APIs
Where it doesn't
- No free plan for firms wanting to evaluate without paid access
- Monthly tiers add recurring costs beyond per-converted-client pricing
- Its workflow focus centers on estate-planning documents and intake
Our verdict on LegalGEN
LegalGEN is an attorney-branded web and API platform for law firms that want to collect client information, organize answers, and generate estate-planning documents. Its workflow covers guided intake questionnaires, client and attorney portals, document review and approval, payments, notifications, analytics, and practice-management integrations. The product is positioned for solo attorneys, small firms, established firms, and legal-plan providers handling wills, powers of attorney, trusts, and related workflows.
Pricing supports both subscription and usage-based models. Smart Intake costs $99 per month and includes unlimited client intake sessions, AI-powered data organization, attorney notifications, branded portals, and integrations with Clio, MyCase, and WealthCounsel. Smart Estate Planning costs $275 per month and adds online wills, powers of attorney and advance directives, revocable living trusts, AI document generation using firm templates, payment collection, priority support, and an onboarding call. The White Label Platform costs $500 per month and adds firm branding under the firm’s domain, workflow mapping, multi-attorney management, partner portals, API access, advanced trust products, and a dedicated implementation team. Usage options include an Online Will package at $29 and a Trust package at $49 per converted client.
The standout workflow is the connection between structured intake and document generation: client answers can drive conditional clause logic, while attorneys retain a review and approval step through the attorney portal. Integrations with Clio, MyCase, WealthCounsel, and Stripe, along with REST API access, support firms building the product into existing practice and payment workflows. LegalGEN should suit estate firms that value branded intake and usage-based client conversion. Firms seeking a broader legal-document focus or a no-cost starting plan should consider the product’s estate-planning concentration and paid structure before choosing it.
LegalGEN pricing
All 5 LegalGEN plans and prices →
LegalGEN fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Questionnaire builder | Yes |
| Conditional logic | Yes |
| Clause library | Not verified |
| Microsoft Word export | Not verified |
| E-signature integration | Not verified |
| API access | Yes |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Live chat, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Clio, MyCase, WealthCounsel, Stripe |
| Pricing | From $29 (source) |
| Website | legalgen.com |
| Facts checked | 20 Sep 2026 |
LegalGEN integrations
LegalGEN lists 4 integrations on its own site.
- Clio
- MyCase
- WealthCounsel
- Stripe
Alternatives to LegalGEN
- ClauseBaseA deep automation suite for legal teams, with contact-sales pricing and broad integration options.9.4
- XpressDoxFlexible legal document automation with Word-centered authoring and deployment options.8.8
- GavelBroad workflow automation with document generation, integrations, portals, and an API.8.5
See all LegalGEN alternatives →
Used LegalGEN? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used LegalGEN for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
LegalGEN is listed in our Legal Document Automation Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/legalgen/"><img src="https://www.itechguides.com/best/badge/legalgen.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.
Last updated · How we research and update