AI Agents Built for Probate Attorneys
Intake. Scheduling. Case tracking. Security. It’s all handled—instantly and accurately.
AI Agents
Client Voice Agent
Always on. Always professional.
Answers your phones 24/7 with a confident, friendly voice.
Screens new client inquiries, answers common questions, and qualifies leads on the spot.
Never miss another call — even after hours.
AI Lead Generation
Targets high-value clients (e.g., retirees with $1M+ assets) using local data and boosts Google reviews via your 4×4 sign’s QR code, improving SEO and visibility.
Increases caseload by 20–30% (e.g., 10 new clients/month, $20,000+ annual revenue) and ranks the firm in Google’s top 3 local results, driving inquiries.
Document Review Agent
Reads unfamiliar or lengthy documents and instantly produces clear, plain-English summaries.
Saves attorneys time and mental energy by cutting through legal clutter and highlighting what matters most.
Fraud Detection Agent
Scans uploaded documents for signs of tampering, forgery, or inconsistency using AI and cryptographic verification.
Compares document content, structure, metadata, and blockchain hashes to flag anything altered or suspicious.
Alerts attorneys to potential fraud before relying on a document — protecting them and their clients.
Case Monitor Agent
Tracks consents, creditor claims, and assets, sending automated reminders to tardy parties and alerting attorneys to deadlines (e.g., Florida’s 60-day inventory filing). Acts as a “cruise director” for case coordination.
Prevents court penalties by ensuring compliance, saving 5–10 hours/week on follow-ups. Keeps cases on track, enhancing client satisfaction.
Texts a beneficiary, “Submit consent by 5/10/2025,” and emails the attorney, “Inventory due 5/15/2025.”
Security IQ Agent
Protect your documents. Prove they’re original.
Uses secure PDF hashing and blockchain to lock in your clients’ wills and trusts.
Confirms authenticity later — no matter who has the copy.
Private. Tamper-proof. Court-defensible.