Integrations
Building with WealthCounsel
WealthCounsel partners with organizations that have products or services that can combine with our software to streamline our members' processes and make their firms more efficient. Improving and protecting the quality of our integrations is of the utmost importance to us. Are you interested in partnering with WealthCounsel? Click below to begin the process of becoming an integration partner.
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.
LEAP
Attorneys who use LEAP Legal Software, which is a solution for practice management and many other tools, can take advantage of seamless integration with WealthCounsel’s document drafting solutions.
Practice Panther
The integration between PracticePanther and WealthCounsel allows for the synchronization of data between the two platforms.
Rest
Offer clients an automated online planning experience with Rest and sync contacts to WealthCounsel. Dedicate more time to clients and less time on their file.