“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!”
Billie Tarascio
Founder & Managing Attorney at Modern Law
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AI Reception for Estate Planning Law Firms
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.
Trusted by Leading Law Firms
Watch how Lexidesk works with Estate Planning cases
See How Much Revenue Your Estate Planning Firm Is Leaving on the Table
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How many calls does your firm receive per month?
Include all inbound calls in and outside business hours, not just new enquiries
200calls
505,000+
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 retainers.
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 and scoring
Our AI automatically qualifies and scores leads against your criteria so you can focus on genuine high value inquiries.
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 inquiries, qualification rates, appointment conversion, lead sources and UTM tracking to optimize your marketing spend intelligently.
PoJaUkSpEn
25+ LanguagesGlobal support
Out-of-the-box integrations
All companies below have native integrations with us. Custom integrations available too.
Enterprise-Grade Security & Compliance
Your data is protected by industry-leading infrastructure and protocols.
- Azure Infrastructure
Hosted on Microsoft Azure
Our service runs on Microsoft Azure infrastructure aligned with ISO 27001, SOC 1, SOC 2 Type II, and GDPR requirements.
- Role-Based Access
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.
- Privacy
Data Encryption
Client data is hosted on Azure and encrypted both at rest and in transit to protect confidentiality throughout its lifecycle.
Trusted by law firms handling sensitive client data
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+1 313 474 7939Call as a potential client seeking legal services
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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?
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Frequently Asked Questions
What does the AI ask to understand an estate planning matter?
You set the questions, but estate planning firms typically have Emma ask whether the caller is married, whether they have children and if they’re minors or adults, what property or business interests they own, and whether they already have estate planning documents in place. Those answers let your attorneys gauge the complexity and value before the first meeting, and callers who already have documents can be routed to an attorney review rather than a general intake.
We do estate planning, trust administration, and probate. Can the AI handle all three with different question paths?
Yes. Emma infers the matter type from what the caller describes and follows the right path, foundational planning, trust administration, or probate, then books with or transfers to the right person. It works the way a trained receptionist would, sending each caller down the correct flow instead of one generic script.
Estate planning clients are famous for procrastinating. Can the AI follow up automatically?
Yes. If a caller doesn’t book on the first contact, Emma follows up by text and email with a booking link, personalized from your results, reviews, and attorney bios, and keeps going until they book or opt out. You control who gets nurtured so links don’t go to clearly uninterested callers. Follow-up is included in every plan.
Our consultations are paid. Can the AI quote that and handle people who hesitate at the fee?
Yes, if that’s your policy. Emma states exactly what you tell her, whether the consult is free or a specific fee, and never improvises pricing. For paid consults she can reframe the cost against what’s at stake and work through the objection rather than losing the caller. When you use Acuity, the booking and payment happen in one link and the calendar blocks automatically.
How does the AI surface the high-value matters, like a caller with a business and a complex family?
Emma is prompted to uncover the things that drive sophisticated planning, business interests, asset complexity, and family dynamics, and scores each lead 1 to 10 so high-complexity callers are flagged for priority. The goal is that your attorneys walk into the consultation already knowing the full picture instead of discovering it halfway through.
How does Lexidesk work with our existing systems?
Lexidesk integrates natively with Clio Grow, Clio Manage, HubSpot, Lawmatics, and Neos, plus Calendly, Acuity, and custom webhooks via Zapier, Make, or n8n. Every call’s summary, qualification status, lead score, and recording flows into the tools you already use.
How long does it take to go live, and what support do we get?
Most firms are live within 3 to 5 business days. Our team builds and configures everything from your onboarding details, and you test the agent with real calls before launch. For the first two weeks after going live we make unlimited tweaks and proactively review your calls, then ongoing support continues during your firm’s working hours.
Didn't find what you're looking for? Email us at hello@lexidesk.ai