Capture sophisticated estate planning clients around the clock
Never miss high-value planning opportunities again. Our 24/7 intelligent intake captures estate planning leads, elicits critical wealth and family information that clients might not otherwise mention, so you understand the complexity and value before your first meeting.
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Talk to Emma from Thompson Adler
Emma handles all estate planning calls with expertise, ensuring you understand clients' needs, family dynamics, and asset complexity before you even meet them.
- Emma will ask thoughtful questions about your family and assets (2–3 minutes).
- Speak naturally about your planning goals and concerns.
- Your contact details may be collected to arrange specialist consultation.
- Receive a detailed summary of your planning needs via email and text.
Trusted by Leading Law Firms
Billie Tarascio
Founder & Managing Attorney at Modern Law
“Within weeks, Lexidesk changed the way our intake operates. Our lead-to-schedule rate went from 31% to 49% in just two months. That's quite a jump!”
Every opportunity captured. Every client qualified.
Sophisticated AI that understands wealth planning complexity, from simple wills to multi-generational trust structures, converting prospects into your highest-value instructions.
Intelligent wealth discovery
Expertly uncover asset complexity, business interests, and family dynamics that drive sophisticated planning solutions. Know the full picture before your consultation.
Follow-up that overcomes procrastination
Estate planning decisions take time. Our intelligent follow-up sequences gently guide hesitant prospects through the decision-making process, converting contemplation into appointments.
Lead qualification & scoring
Our AI automatically qualifies and scores leads against your criteria so you can focus on genuine high value enquiries.
Smart Call Transfer
Our AI handles calls autonomously. When human expertise is needed, warm transfers include complete wealth context and planning objectives for seamless specialist handovers.
Omni-channel client contact
Phone calls and web chat widget work seamlessly together. Clients can reach you however they prefer, all feeding one unified system.
Real-time analytics dashboard
See live insights into planning enquiries, qualification rates, appointment conversion, lead sources and UTM tracking to optimize your marketing spend intelligently.
Out-of-the-box integrations
All logos below have integrations with us. Custom integrations available on demand.
Enterprise-Grade Security & Compliance
Your data is protected by industry-leading infrastructure and protocols.
Hosted on Microsoft Azure
Our service is hosted on Microsoft Azure data centres, compliant with ISO 27001, SOC 1, SOC 2 Type II, and GDPR. All client and firm data is encrypted both at rest and in transit using the highest industry standards.
Access Control
We enforce strict, role-based access control. Our personnel can only access your data with a legitimate operational need, ensuring confidentiality and integrity.
On-Premise Local AI Option
For firms with specific compliance needs, we offer fully on-premise deployment with local AI models running entirely within your infrastructure.
Live Demo Line
Experience our AI-powered client intake system firsthand
Call as a potential client seeking legal services
Experience how our AI client intake system qualifies cases with lawyer-level intelligence.
After your call, you'll receive an SMS with your case summary and a link to schedule a discovery call for your firm.
Now Speaking With
Emma
from Ashbury & Clarke
Thank you for calling Ashbury & Clarke. This is Emma. How can I help you today?
We have a successful business and young children. We keep meaning to sort out wills and planning but haven't got round to it.
That's very common, and I'm glad you're thinking about it now. With a business and young family, there are definitely some important considerations. Could you tell me roughly what type of business you have, and whether you've done any planning previously?
Transform your firm's client intake process
Capture every opportunity. Qualify leads intelligently. Convert more clients.
Frequently Asked Questions
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Didn't find what you're looking for? Email us at support@lexidesk.ai