Every missed call is a lost client. Every delayed response means they call another firm. Frontdesk AI answers calls 24/7, schedules consultations, qualifies leads, and nurtures prospects—all while your team focuses on legal work.
For Estate Planning Attorneys
Incoming Call...
Client
"Hi, my father passed away and I need help with probate. Can I speak with an attorney?"
AI Receptionist
"I'm so sorry for your loss. I can schedule a consultation with Attorney Johnson. Would Thursday at 2 PM work for you?"
✓ Consultation Booked • Thursday 2 PM
You're losing qualified clients every day when urgent calls go unanswered. Prospects reach out during family crises, no-shows waste your consultation slots, and your staff can't keep up with intake demands. There's a better way.
Someone's parent just passed away and they call at 7 PM needing urgent estate guidance. They get voicemail. By morning, they've already scheduled a consultation with a competitor who answered immediately.
While you're in a consultation, five more calls come in. Trust amendments, will updates, consultation requests—your paralegal can't screen them all. Prospects get frustrated on hold, and you lose high-value clients to faster firms.
You block an hour, prepare their case materials, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted billable time and another lost client.
One AI workforce that handles every touchpoint—from first inquiry to signed retainer
Potential clients visit your website at any hour. Frontdesk Chat answers instantly, qualifies leads, explains your services, and schedules consultations—all without human intervention.
Every call is answered instantly—new client inquiries, existing client questions, document status updates. The AI understands legal context, schedules consultations, answers FAQs, and escalates to attorneys only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their estate planning needs, and books a new appointment—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, document signing—automatically creates and updates client profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and client.
Orchestrate the entire client journey across email, voice, SMS, and web. Automatically coordinate follow-ups, consultation reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, document preparation reminders, follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.
Smart client intake forms that pre-fill from CRM data and guide prospects through completion. When forms are submitted, they automatically trigger outbound automation sequences for consultation scheduling and document preparation workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your estate planning practice. Each agent handles different tasks—answering calls, scheduling consultations, handling client requests. They work together 24/7 to convert more leads into clients faster.
Answers every call instantly—no voicemail, no missed consultations. Handles estate planning inquiries, schedules initial consultations, and creates client request tickets automatically.
Qualifies estate planning leads, explains services like wills, trusts, and power of attorney, answers questions about fees and consultation process instantly. Schedules consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, document preparation reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep clients engaged.
Pre-fills client intake forms from CRM data. Guides clients through estate information, asset details, and beneficiary information. Triggers automation workflows when submitted.
Automatically reaches out to leads at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover missed consultations and keep leads engaged.
Handles two-way SMS conversations with potential and current clients. Sends consultation confirmations, document signing reminders, and answers questions about estate planning services via text—98% open rate.
Lets website visitors speak directly to your website about estate planning services. Click, talk, get answers about wills, trusts, fees, and consultation availability—no typing required. Perfect for mobile users researching estate planning.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed lead and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by client, service type, and lead status.
Clients don't submit tasks—they just call or text. Your AI recognizes client needs (document updates, beneficiary changes, trust amendments, etc.), creates tasks, triages by urgency, and notifies the right attorney or staff automatically.
Watches every conversation and alerts you when it matters. If a lead was frustrated, if an urgent estate matter was reported, if a consultation was booked—you know instantly.
Follow one client from phone call to signed retainer—see how every system works together
Alex calls at 2 AM. Her father just passed away. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, estate administration needs, recent loss, three siblings involved. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Thursday at 2 PM, and books it. Instant confirmation—no waiting.
The moment the consultation is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to rest. Meanwhile, a reminder email is already scheduled for Wednesday. No one had to remember to send it.
Thursday afternoon, Alex is overwhelmed dealing with funeral arrangements. She completely forgot about the consultation. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her estate administration needs, her recent loss. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just got home from the funeral home. She answers. The AI remembers their entire conversation from Thursday night. "Hi Alex, I understand things have been overwhelming. Would you like to reschedule your consultation?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She feels heard and supported. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: engagement letter gets queued, retainer invoice is ready to send, and case management workflows begin. All happening automatically—you're just focusing on the client.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's a client intake questionnaire from Frontdesk Forms—already filled with her name, email, and the case type you discussed. The AI guides her through asset and beneficiary details right on her phone. When she submits it, you're immediately notified. The case preparation process begins automatically—all without you lifting a finger.
Alex is at home, thinking about the estate. She has a question about the probate timeline. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and intake form, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all her questions answered, Alex signs the retainer agreement. The system automatically sends welcome emails, next steps documentation, and case timeline information. Alex is officially your client.
Alex is working through documents at night. She has questions: "Which bank statements do I need?" "What's the filing deadline?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex found additional documents at her father's house. It's 9:30 AM on a Monday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands what she needs, provides secure upload instructions, and notifies you immediately. Alex doesn't have to wait for office hours or wonder if you received them. She just describes what she has, and it's handled.
The probate petition was filed with the court today. Alex gets notified automatically—email, text, or both, your choice. The system sends case updates, hearing reminders, milestone notifications, and important deadline alerts. Clients stay informed without you sending individual messages. Everything happens automatically.
Six months later, Alex's sister Maria needs an estate plan. Alex immediately refers her. Maria had a great experience—questions were answered instantly, updates came automatically, and she felt supported through a difficult time. The same AI that helped Alex through probate is now helping Maria plan for the future. That's the full journey: prospect to client to advocate.
Everything you need to know about using Frontdesk for your estate planning practice
Yes. The AI answers calls 24/7, qualifies potential clients, discusses estate planning needs, and books consultations—all while your team is unavailable. No more missed opportunities from evening or weekend calls.
The AI collects all necessary details (client name, case information, type of urgency), creates case notes automatically, and routes them to the appropriate attorney. Time-sensitive matters like urgent amendments or signing deadlines can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.
After consultations, prospective clients automatically receive intake forms that are pre-filled with their information from the CRM. The AI guides them through gathering asset information, beneficiary details, and estate planning goals. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most legal practice management systems including Clio, MyCase, PracticePanther, and others. All data syncs automatically—client inquiries, consultations, intake forms, and case notes.
Absolutely. The AI knows all your attorneys, their specialties, availability, and office locations. It can route calls based on attorney expertise, handle multi-office inquiries, and manage scheduling across multiple locations simultaneously.
The AI handles urgent scheduling requests 24/7, verifies client identity, and can coordinate rush document signings or amendments. For critical matters like health crises or immediate estate changes, it immediately escalates to your on-call attorney.
Pricing is based on your practice size and call volume. Most estate planning firms see ROI within the first month from reduced no-shows and increased client conversions. Contact us for a custom quote.
Stop missing consultations after hours. Start booking clients while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."