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.
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, documents, packages, scheduling, billing, 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.