Quillogic is purpose-built for legal teams drafting wills, powers of attorney, and healthcare directives. It offers enterprise-grade document assembly, dynamic clause libraries, conditional drafting rules, and strict access controls to ensure speed without compromising security.

Deploy a client portal equipped with bank-grade encryption, two-factor authentication (2FA), and zero-knowledge data architecture. This provides clients with a convenient, modern interface for completing intake forms and reviewing drafts while ensuring sensitive personal assets remain strictly protected.

Platforms like Quillogic let law firms upload their existing Word templates and map intelligent fields directly to digital client intake forms. Once a client completes the intake, their information automatically populates wills, powers of attorney, and healthcare directives without any manual retyping.

You can eliminate hours of administrative overhead by replacing static PDFs with interactive client intake portals and automated document generation. By letting clients enter their own biographical and family data online, your team instantly generates complete first-draft estate packages with a single click.

Quillogic maintains strict compliance with Canadian data sovereignty laws by hosting all sensitive client intake data, document drafts, and firm records exclusively on encrypted servers located within Canada. Your data never leaves Canadian jurisdiction and is protected by industry-standard encryption protocols both in transit and at rest.

Traditional estate workflows take over 90 minutes per file (~$450 in time cost per will) due to manual intake, clause-by-clause drafting, error checking, and signing coordination. Quillogic automates these administrative tasks so firms can scale efficiently without turning away clients.

Quillogic generates a tamper-proof cryptographic fingerprint (SHA-256 hash) for both draft documents and final signed PDF scans. This unique digital hash creates an immutable record of custody that verifies document integrity and proves the file has not been altered or tampered with since its generation or signing.

The Execution Package is a complete, post-intake document suite generated for the client. It includes the finalized draft legal documents (Wills, POAs, Healthcare Directives) alongside a step-by-step ceremony guide and checklist that provides clear instructions for proper witnessing, signing, and physical document execution according to provincial requirements.

1. Phase 1: Discovery: Evaluating firm workflow requirements.

2. Phase 2: Clause and Template Update: Mapping firm clauses and custom templates.

3. Phase 3: Team Onboarding & Full Rollout: Staff training and platform launch.

Apply at quillogic.com with your professional credentials and bar information. Upon review and firm confirmation, you can invite clients directly by email, create client profiles manually, or accept client requests submitted through the public directory.

Client intake responses auto-populate structured document templates. You can review and edit each section, pull clauses from System, Firm, or Personal libraries, customize tokenized placeholders, or generate draft clause wording using the built-in AI assistant.

• Saskatchewan: Full support for Wills, POAs, and Healthcare Directives.

• British Columbia: Will generation is supported. Witnessing rules (2 witnesses, age 19+) are enforced by the app.

During the wet-signing process, the platform generates an execution package with a ceremony checklist. After the ceremony, you upload the scanned PDF. Quillogic applies a cryptographic SHA-256 fingerprint to both the generated draft and the signed scan to ensure tamper-proof custody tracking and permanent record locking.

Client data remains with the firm. When a lawyer departs, their assigned clients enter the firm's reassignment queue on the Firm Dashboard, where an admin can reassign them to another legal professional.

You can request a personalized demo directly on the Quillogic website by selecting "Book a Demo" or reaching out to our sales team. We’ll walk your team through custom template setup, client intake workflows, and data management tailored to your practice size.

Yes. Quillogic’s onboarding team assists in converting your existing Microsoft Word templates into dynamic, reusable legal digital templates that retain your firm's exact formatting, headers, and preferred legal language.

Yes, Quillogic offers free trial periods and guided sandbox environments for legal teams. This allows your firm to test client intake features, build trial documents from templates, and review workflow automation before signing a subscription.

You can book a 30-minute product tour at quillogic.com/demo or contact the team directly at [email protected]