Overview
What Per Stirpes is and how this documentation is organized.
Per Stirpes is practice software for estate planning attorneys. It runs the engagement end to end, from the first inquiry, through consultation, engagement, intake, drafting, and signing, to the closed matter, in one place, with the lifecycle as the organizing idea.
Funnel · winning the engagement
Pipeline · doing the work
What the firm sees
Whitcombe, Eleanor & Thomas
DraftingCouples estate plan · revocable trust
- Lead form submittedMar 4
- Consult heldMar 12
- Engagement letter signedMar 19
- Intake readyApr 2
- Documents in draftingnow
What the client sees
Your estate planning journey
Hollis & Vane · portal.hollisvane.law
Needs you
Thomas’s questionnaire · 4 sections left
Either of you can finish it.
Private preview
Per Stirpes is currently in private preview with a founding firm. This documentation grows with the platform; if something you need isn't covered yet, ask your firm or write to us via perstirpes.co.
Who these docs are for
For firm staff
Attorneys and staff working in the console: the lifecycle, matters, intake review, website inquiries, documents, packages, planning for someone other than the client, multi-state work, scheduling, billing, client communications, and firm settings.
For clients
Clients of a firm that runs on Per Stirpes: the portal, the questionnaire, payments, and signing.
The shape of the platform
A few ideas show up everywhere, so they're worth meeting first:
- The matter is the single thread of an engagement. It begins when an inquiry arrives and carries through to closing; there is no handoff between a "lead" record and a "client" record.
- Stages derive from facts. A matter's stage isn't a dropdown anyone maintains; it's computed from things that actually happened, like a form submitted, a consultation held, a letter signed. When the facts change, the board is already right.
- One client record feeds everything. Intake answers become structured client data, and documents draw from that record rather than from re-typed details.
One record
The matter is the single thread of an engagement. It begins when an inquiry arrives and carries through to closing; there is no handoff between a lead record and a client record.
Elsewhere
Per Stirpes
Derived, not maintained
Stages derive from facts. A matter's stage isn't a dropdown anyone maintains; it's computed from things that actually happened. When the facts change, the board is already right.
- Lead form submittedMar 4
- Consult heldMar 12
- Engagement letter signedMar 19
- Questionnaire sentMar 20
Canonical record
One client record feeds everything. Intake answers become structured client data, and documents draw from that record rather than from re-typed details.
42 answers
Eleanor Whitcombe
b. 1961 · Portland, OR
Spouse: Thomas · 2 children
Successor trustee: Maren