AI intake for estate planning & probate firms
After-hours inquiries. Screened before attorney time.
An AI intake assistant for your firm: respond after hours, screen by your asset minimum, county and matter type, then route suitable inquiries to your team. Your firm approves the rules and reviews drafts before going live, with ongoing attorney supervision.
Book the free 45-minute intake reviewWatch the 42-second demo first
Illustrative demo · not a real customer outcome
One inquiry. The right next step.
Probate inquiry · Saturday, 3:31 AM · Reply sent in 47 seconds
A courteous referral
The family gets a respectful next step. Your attorney’s calendar stays clear.
Meeting booked
A suitable inquiry, ready for attorney review. Monday · 9:00 AM CT · Senior partner.
Watch the 42-second workflow & try the assistant
Your firm keeps the judgment.
Intake and scheduling only. Your firm approves the screening and response rules, reviews drafts before launch, and supervises ongoing conversations. Legal questions are routed for human review. AI can make mistakes.
Read the safeguards