AI intake for estate planning and probate firms
Probate callers are grieving and estate planning callers are cautious. AlloyVoice answers both with patience, captures the details your team needs and books the consultation.
Built for estate firms whose callers need patience, not a queue
AlloyVoice fits firms with two to fifteen attorneys that already spend on marketing and run a lean intake desk. If this sounds like your firm, the calls you are missing are the ones we answer.
This is your firm if…
Probate callers phone in the week after a loss and will not leave a voicemail.
Planning clients come from seminars, referrals and search, and expect a call back the same day.
A small office team handles intake between client meetings.
Two to fifteen attorneys, often with separate planning and probate calendars.
What the market looks like
With AlloyVoice
40%
of law firms answer a prospective client’s phone call. It was 56% in 2019. Clio Legal Trends Report 2024
100%
of calls answered. Zero opportunities missed.
34%
of callers who reach voicemail never try the firm again. Oklahoma Bar Association
0
potential cases sent to voicemail. Spam and sales calls are screened out; every potential client is qualified and booked on the call.
42%
of evening and weekend inquiries go unanswered. Legal Marketing Association
24/7
nights, weekends and holidays answered like a Tuesday at 2pm.
Three calls every estate firm knows
Nobody calls an estate lawyer casually. The agent treats every call accordingly.
The week after the funeral
A daughter calls about her father’s estate, unsure where to start. The agent listens, captures the basics and books a consultation without pressure.
The retirement checklist
A couple wants a will and powers of attorney before a trip. The agent captures their goals and books the planning meeting.
The contested estate
Siblings disagree about a will. The agent captures who is involved and whether anything has been filed, and flags it for the right attorney.
Only what the first meeting needs
The agent acknowledges a loss when there has been one, never rushes and gathers the essentials.
Is this about planning your own estate or handling someone else’s?
If someone has passed away, when, and was there a will or a trust?
Are you the executor, a beneficiary or a family member?
Roughly what does the estate include: a home, accounts, a business?
Is there any disagreement among family members?
Has anything been filed with the probate court yet?
Planning, administration and litigation matters can be routed to different attorneys and calendars.
Gentle with grieving callers
Patient with planners, careful with families.
Acknowledges the loss
The agent never rushes a probate caller and gathers only what your team needs for the first meeting.
The right attorney, first time
Planning, administration and litigation matters are captured and routed to the right person at your firm.
Follow-up that does not slip
Planners who are “not ready yet” are logged with a callback date so nobody falls through the cracks.
Questions estate firms ask
Before you add AlloyVoice to your intake.
It explains how a consultation with your firm works and what to bring. It does not give legal advice or estimate timelines or fees.
Yes. It recognizes existing-client requests, takes the message and routes it to the right person instead of running intake.
Yes. Booking rules can send planning matters to one calendar and probate matters to another.
Other practice areas
The same intake agent, tuned to how each practice takes on clients.
- Personal InjuryCrash victims call from the roadside and the hospital, at any hour. Answer first, capture the facts and book the consultation.Learn more
- Criminal DefenseArrests happen at midnight and the family calls from the precinct parking lot. Be the firm that answers.Learn more
- Family LawDivorce and custody callers rarely leave a voicemail. They call the next firm. Answer first, and with care.Learn more
- ImmigrationImmigration callers want answers now, and the firm that responds first gets the case. Detention calls cannot wait until morning.Learn more
- Employment LawSomeone just lost their job and is calling from the parking lot at 5:30pm. Answer while the details are fresh.Learn more
- Bankruptcy & Debt ReliefDebt callers are embarrassed and often call late at night. Answer without judgment and book the consultation.Learn more
- Workers’ CompensationInjured workers call from the job site, the clinic and the break room. Answer first and capture the claim.Learn more
Answer with care, every time
See AlloyVoice handle an estate planning intake in a 20-minute demo.