Legatus.legal
Welcome — let's set up your firm
Enter your firm's details and connect your integrations once. Legatus AI will use them automatically across every case and every pillar.
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Firm profile
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Banking
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Legal software
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Email & custom

Connect your banking integrations. These will be used automatically by Asset Discovery and Estate Preservation to pull account data and detect recurring charges.

🏦
Plaid
Connect to 12,000+ banks automatically · Used by Asset Discovery & Preservation
Asset discoveryEstate preservation
Not connected
💳
MX Technologies
Alternative bank data aggregator · Used by Asset Discovery
Asset discovery
Not connected

Connect your existing legal practice software. Legatus AI will pull case contacts, matter details, and beneficiary lists automatically — no duplicate entry.

⚖️
Clio
Pull contacts, matters & documents automatically · Used by all pillars
All pillars
Not connected
📋
Estateably
Sync estate files, beneficiaries & court forms · Used by Transparency & Creditor pillars
TransparencyCreditor mgmt
Not connected

Connect email to send beneficiary updates directly from Legatus AI. Add any custom APIs your firm already uses — these will propagate to the relevant pillars automatically.

✉️
Gmail / Google Workspace
Send beneficiary updates directly from your firm email · Used by Transparency Engine
Transparency
Not connected
📨
Microsoft Outlook / 365
Send beneficiary updates via Microsoft email · Used by Transparency Engine
Transparency
Not connected
Custom APIs
Overview
Dashboard
Pillars
Asset discovery
Creditor mgmt
Transparency
Preservation
Firm
Firm settings Setup
Integrations 0 live
Active case
No case set up
Complete case setup
? FAQ & help
Firm settings & integrations
Configure once — propagates to all cases and pillars automatically
⚡
These settings are firm-wide. Every API key, subscription, and integration you configure here is automatically available to all four pillars across every case your firm manages. You never enter them again.
Firm profile
Used in all AI-generated letters and beneficiary communications
Propagates to all pillars
AI provider
Your own Anthropic key — AI costs go to your account, not the platform
All pillars
🧠
Anthropic API key
Optional — if blank, platform key is used and AI usage is billed through Legatus AI pricing
All pillars
Using platform key
Banking & financial data
Automatically pull account data for asset discovery and identify recurring charges
Asset discovery · Estate preservation
🏦
Plaid
Connect 12,000+ banks — automatically surfaces accounts, balances and recurring charges
Asset discoveryEstate preservation
Not connected
💳
MX Technologies
Alternative bank data aggregator with enhanced transaction categorization
Asset discovery
Not connected
₿
Coinbase Commerce API
Directly query crypto holdings for estate asset discovery
Asset discovery
Not connected
Legal practice software
Pull contacts, matters and case files — eliminates duplicate data entry
All pillars
⚖️
Clio
Auto-import contacts, matter details and documents from your existing Clio cases
All pillars
Not connected
📋
Estateably
Sync estate files, beneficiary lists and creditor registers
Creditor mgmtTransparency
Not connected
Email & communications
Send beneficiary updates directly from your firm email address
Transparency engine
✉️
Gmail / Google Workspace
Send updates directly from your firm's Google email account
Transparency
Not connected
📨
Microsoft Outlook / 365
Send updates directly from your firm's Microsoft email account
Transparency
Not connected
Custom APIs & subscriptions
Add any API your firm already subscribes to — specify which pillars should use it
Specified pillars
📋 Demo mode — You are viewing a sample case (Henderson Estate). This is simulated data for demonstration. Each pillar is pre-loaded and ready to run.
← Back to home
New case
Complete case setup to begin
Setup required
Case setup — fill once, autofills all four pillars
Firm details from your settings are already inherited — just add the case specifics
Firm profile + integrations autofill into every pillar
Assets identified
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Not run yet
Creditor claims
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Not run yet
Beneficiary updates
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Not run yet
Subscriptions found
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Not run yet
Asset discovery
AI identifies all assets from financial data — including hidden digital and crypto accounts
Deceased
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Date of death
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Attorney
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Firm
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Autofilled
Active integrations for this pillar
Financial data
10–30 seconds · Results in AI Results tab
No results yet.
Creditor management
AI verifies claims, flags issues, and drafts settlement letters
Deceased
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Date of death
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Jurisdiction
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Attorney
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Autofilled
Active integrations for this pillar
Estate liquid value
Creditor claims
Verifies claims & drafts settlement letters
No results yet.
Transparency engine
AI writes plain-English updates for each beneficiary
Deceased
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Date of death
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Attorney
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Firm
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Autofilled
Active integrations for this pillar
Beneficiaries
Case status for this update
Warm, jargon-free — ready to send
No results yet.
Estate preservation
AI drafts cancellation letters and estimates refund recovery
Deceased
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Date of death
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Attorney
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Jurisdiction
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Autofilled
Active integrations for this pillar
Subscriptions & recurring charges
Drafts a cancellation letter for each service
No results yet.
Setup required
Asset discovery ?Paste bank statements and financial records. The AI reads every transaction and identifies all assets — including hidden crypto wallets, fintech accounts, and forgotten investments.
Paste financial records and the AI identifies all assets — including crypto, fintech, and forgotten accounts.
Progress—
Setup required
Creditor management ?Enter each creditor claim received. The AI verifies validity, checks statutory deadlines, calculates pro-rata settlements, and drafts a formal response letter for each creditor.
Enter creditor claims and the AI verifies them, flags issues, and drafts settlement letters.
Progress—
Setup required
Transparency engine ?Enter beneficiary names, relationships, and email addresses. The AI writes a personalized plain-English status update for each family member — no legal jargon, ready to send.
Enter beneficiary details and case status — AI writes a warm, jargon-free update for every family member.
Progress—
Setup required
Estate preservation ?List all recurring subscriptions and charges. The AI drafts cancellation letters for each service and identifies which ones are likely to issue pro-rated refunds.
List subscriptions and recurring charges — AI drafts cancellation letters and estimates refund recovery.
Progress—
Activity
Complete firm setup and case setup to get started.
📂 Open Cases —
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🗂 Closed Cases —
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📅 Upcoming Deadlines —
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Legatus AI Command

Type an instruction in plain English — Legatus will execute it.

📁 New case 👥 Add heirs 🏦 Log assets 📅 Upcoming deadlines 📋 List active cases