Migrate your Interactive data
A legal-specific CRM platform whose data model and migration surface we were unable to surface from the provided research evidence.
In its favor
Why people choose Interactive
The signal that keeps Interactive on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Expert-authored clause libraries — content is written by leading estate-planning attorneys (the LISI / Leimberg ecosystem) and updated continuously to track federal transfer-tax and state-law changes, saving senior attorneys from rewriting clauses themselves.
Sophisticated planning coverage — handles simple wills through complex revocable trusts, dynasty/GST trusts, charitable lead and remainder trusts, grantor trusts and Medicaid/VA asset-protection plans without leaving the platform.
Matter-per-spouse data model — each spouse or partner is a separate matter, with copy-from-spouse data to streamline mirror-image plans for couples; this is a built-in workflow rather than a manual workaround.
Monthly drafting webinars and CLE Academy access (Basics and Tax tracks) bundled in the Professional tier; the platform doubles as ongoing legal education.
Specialised sub-products (Wealth Transfer Planning, Elder Law Planning, Essential Estate Planning, Firearms Trust Planning) let firms buy only the clause libraries that match their practice area.
Per-seat pricing is positioned at the premium end of the legal-tech market — sticker shock is the most common renewal-time complaint among solo and small firms.
Steep learning curve — reviewers describe the platform as 'complex and thorough' with significant up-front training required before attorneys produce documents efficiently.
Elder Counsel merger (2021) drove rate increases that frustrated long-standing customers, who cite this as a trigger to evaluate WealthCounsel WealthDocx and other alternatives.
Desktop-Word-centric workflow does not fit mobile-first or tablet-based drafting habits; client-facing portals and self-service intake are not the platform's strength.
Limited public API and integration documentation — connecting to practice-management, billing or document-management systems requires custom work or third-party connectors.
Reasons to switch
Why people leave Interactive
The recurring reasons buyers give for replacing Interactive. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Interactive fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Interactive pricing overview
InterActive Legal does not publish pricing publicly. Subscriptions are per-seat per-year, sold through a sales-led process tied to which suite(s) the firm needs (Wealth Transfer Planning, Elder Law Planning, Essential Estate Planning, Firearms Trust Planning). Professional editions bundle monthly drafting webinars, Leimberg Information Services access, customisation tools and unlimited technical and content support. Pricing is positioned at the premium end of estate-planning legal-tech; firms typically request a demo and quote rather than self-serve.
Wealth Transfer Planning (per-seat, sales-led)
Tier 1 of 4
Custom (sales-led — premium tier)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Interactive's schedule — see our quote-based pricing →
What gets migrated
Interactive object support
Object-by-object support for Interactive migrations. Per-pair details surface during scoping.
Clients
Fully supportedClient records hold contact details, advisor relationships and links to one or more matters. We export clients with their full property set and re-link them to their matters in the destination system.
Matters
Fully supportedEach engagement is a Matter. Spouses are stored as separate matters with copy-from-spouse data — we preserve this pattern in the destination by creating sibling matter records and flagging the spousal relationship as a custom property.
Documents (Word output)
Fully supportedProduced Word documents are stored against the matter. We export every produced document, preserve filename conventions, and re-attach them to the destination matter or case record.
HotDocs Interview Answer Files
Mapping requiredAnswer files capture every interview response and drive document assembly. We export the raw answer files so the destination can re-run the interview where it has access to the same HotDocs templates, but the clause library itself remains proprietary to InterActive Legal.
Strategic Planning Memoranda
Mapping requiredStrategic memos walk attorneys through complex planning scenarios (GST, dynasty, charitable). We export the generated memo content but the underlying strategy logic cannot be replicated outside the platform.
Powers of Attorney and Ancillary Documents
Fully supportedPOAs, healthcare directives and letters are part of the standard document tree per matter. We migrate these as ordinary Word documents attached to the matter record.
Custom Clauses
Mapping requiredFirms can author custom clauses on top of InterActive Legal's library. These are stored as overrides per matter or per attorney — we export them as text and flag them for re-integration in the destination's clause repository.
User Accounts and Roles
Mapping requiredPer-seat user accounts (attorney, paralegal, admin) map to destination user objects. Role-based access to specific document suites (Wealth Transfer vs Elder Law) is captured as a custom permission attribute.
| Object | Support | Notes |
|---|---|---|
| Clients | Fully supported | Client records hold contact details, advisor relationships and links to one or more matters. We export clients with their full property set and re-link them to their matters in the destination system. |
| Matters | Fully supported | Each engagement is a Matter. Spouses are stored as separate matters with copy-from-spouse data — we preserve this pattern in the destination by creating sibling matter records and flagging the spousal relationship as a custom property. |
| Documents (Word output) | Fully supported | Produced Word documents are stored against the matter. We export every produced document, preserve filename conventions, and re-attach them to the destination matter or case record. |
| HotDocs Interview Answer Files | Mapping required | Answer files capture every interview response and drive document assembly. We export the raw answer files so the destination can re-run the interview where it has access to the same HotDocs templates, but the clause library itself remains proprietary to InterActive Legal. |
| Strategic Planning Memoranda | Mapping required | Strategic memos walk attorneys through complex planning scenarios (GST, dynasty, charitable). We export the generated memo content but the underlying strategy logic cannot be replicated outside the platform. |
| Powers of Attorney and Ancillary Documents | Fully supported | POAs, healthcare directives and letters are part of the standard document tree per matter. We migrate these as ordinary Word documents attached to the matter record. |
| Custom Clauses | Mapping required | Firms can author custom clauses on top of InterActive Legal's library. These are stored as overrides per matter or per attorney — we export them as text and flag them for re-integration in the destination's clause repository. |
| User Accounts and Roles | Mapping required | Per-seat user accounts (attorney, paralegal, admin) map to destination user objects. Role-based access to specific document suites (Wealth Transfer vs Elder Law) is captured as a custom permission attribute. |
Gotchas
What to watch for in Interactive migrations
Issues we've hit on past Interactive migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Clause library is proprietary and not portable
Spouse-per-matter pattern requires careful re-linking
HotDocs answer files are useless without templates
API and integration surface is sparse
Elder Counsel merger reshaped pricing and module structure
| Severity | Issue |
|---|---|
| High | Clause library is proprietary and not portable |
| Medium | Spouse-per-matter pattern requires careful re-linking |
| Medium | HotDocs answer files are useless without templates |
| Medium | API and integration surface is sparse |
| Low | Elder Counsel merger reshaped pricing and module structure |
Leaving Interactive?
Where Interactive customers move next
12 destinations Interactive can migrate to.
How a Interactive migration works
Four steps, Interactive-specific
Connect
Not publicly documented into Interactive. Scopes limited to read-only on the data we move.
Map
We translate Interactive-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Interactive quirks before production.
Migrate
Full migration with Interactive rate-limit handling. Rollback available throughout.
FAQ
Interactive migration FAQ
Answers to the questions buyers ask most during Interactive migration scoping. Not seeing yours? Book a call.
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Migrate Interactive.
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Free scoping call with a migration engineer. Tell us about your Interactive setup and destination — written quote back within a business day.