Integrations
Building with WealthCounsel
WealthCounsel partners with organizations whose products and services integrate with our software to help our members work more efficiently. We thoroughly vet each partner to protect the security and privacy of the client data our members handle. Interested in partnering with us? Click below to get started.
LEAP
Firms can access WealthCounsel’s document drafting directly within LEAP’s practice management software, enabling single data entry and automatic saving of drafted documents to the LEAP matter.
Clio
The integration between Clio and WealthCounsel pushes new or updated contacts and matters details into WealthCounsel's drafting solutions.
DecisionVault
Let your clients fill in the DecisionVault questionnaire - then sync the contacts in full detail over to WealthCounsel and your other legal tools in seconds.
Practice Panther
The integration between PracticePanther and WealthCounsel allows for the synchronization of data between the two platforms.
Eternal Pro
Automate estate planning intake and digital asset planning with Eternal Pro, and securely sync contacts and data to WealthCounsel and other legal tools instantly.
Zapier
Zapier is a no-code automation platform that connects thousands of applications, allowing your firm to securely link WealthCounsel to the tools you already use—without a developer and without needing a custom integration.