The Eternal Pro + Lawcus integration is fast, secure, and bidirectional. It allows you to seamlessly import clients from Lawcus, manage their digital estates in Eternal Pro, and export completed data back without disrupting existing workflows.
Steps to Set up the Integration
1. Log in to Eternal Pro
Access your Eternal Pro dashboard.
From here, you can view all clients and track where each is in their estate planning journey.
2. Navigate to Integrations
In the left-hand navigation menu, hover over Integrations and select Lawcus.
3. Connect Your Lawcus Account
Click Connect to Lawcus.
Complete the secure authorization flow to grant Eternal Pro permission to sync with your Lawcus account.
4. Import Contacts from Lawcus
Once connected, your Lawcus contacts will automatically appear in Eternal Pro.
Select the clients for whom you want to create digital estates.
Click Import Selected Contacts.
Eternal Pro will:
Provide a secure digital estate for each client.
Apply encryption safeguards to protect sensitive data.
Send an invitation to the client to begin their digital estate journey.
Imported clients will appear in your Eternal Pro dashboard.
5. Export Data Back to Lawcus
Choose a client to send data back to Lawcus (e.g., a client whose estate planning journey is nearly complete).
Click the Export icon next to their profile.
Select Lawcus as the destination.
Choose what to export:
Intake questionnaires
Asset inventories
Or both, in one or multiple formats
Click Export.
Eternal Pro securely delivers the selected files directly into Lawcus.
6. Verify the Data in Lawcus
Switch to Lawcus and navigate to Contacts.
You will see the newly created contact along with the associated digital estate intake.
All documents are organized and ready to use within Lawcus.
Top Integration Benefits
1. Time Saving
Import and export client data with just a few clicks, eliminating manual data entry and duplicate work. The integration automatically provisions digital estates and keeps client information synchronized between both platforms without resubmitting forms.
2. Secure Digital Asset Management
Protect sensitive client information with encryption and cold storage safeguards while syncing seamlessly with Lawcus.
3. Scalable for Growing Firms
The integration allows firms to handle a larger volume of clients without increasing administrative workload, making it easier to scale digital estate services as your practice grows.