Compatible Platforms
Compatibility studies showing how INHERIT maps to legal technology platforms. Based on publicly available API documentation.
Complete Compatibility Studies
Platforms with public APIs. Includes proposed field-level mapping, authentication flows, and code examples.
Actionstep
Complete study
NZ, AU, US, UK · Legal practice management
How to map Actionstep's Actions, Participants, Data Collections, and Steps to INHERIT schemas for estate data …
Addepar
Complete study
US, Global · Wealth management
How to map Addepar's wealth management API — entities, positions, and attributes — to INHERIT schemas for estate data …
Clio
Complete study
US, CA, UK, AU · Legal practice management
How to map Clio's Contacts, Matters, Custom Fields, and Documents to INHERIT schemas for estate data interchange.
Wealth.com
Complete study
US · Wealth management
How to map Wealth.com's Clients, People, Trusts, Assets, and Documents to INHERIT schemas for estate data interchange.
Partial Studies
Platforms with limited or undocumented APIs. Conceptual mapping and proposed data flows.
Estateably
Partial study
CA, US · Probate administration
Conceptual mapping between Estateably's probate administration platform and INHERIT schemas, with court form data …
LegalZoom
Partial study
US · Online will-writing
Conceptual mapping between LegalZoom's consumer estate planning questionnaire and INHERIT schemas, with Embedded …
Settld
Partial study
UK · Death notification
Proposed integration between Settld's UK bereavement notification platform and INHERIT, including death verification …
Planned
On our roadmap. Community contributions welcome.
LEAP Legal Software
AU, UK, US, IE · Legal practice management
PracticePanther
US · Legal practice management
Rocket Lawyer
US, UK, EU · Online will-writing
For non-technical overviews, see integrations on openinherit.org ↗.