Client Agent

Your AI Client Agent

Professional. Reliable. Always Available.

Introducing your intelligent front-line assistant — a voice agent designed specifically for probate attorneys. This AI-powered receptionist answers your calls 24/7, screens potential clients, captures key intake information, and logs everything securely — even after hours.

Whether you’re in court, on a call, or taking a rare vacation, your practice stays responsive and professional.

What It Does:

Answers Calls Promptly
Greets every caller with a calm, professional voice — any time of day or night.

Answers Client Questions
Provides friendly, accurate responses to common client inquiries such as:
“Where do we stand in the process?”
“What’s next?”
“What do I still owe you?”

Client Intake
Conduct intake interview. Assess whether the firm can (or should) represent them. Conflict check. Initiate new client file.

Screens & Qualifies Leads
Gathers the caller’s name, relationship to the decedent, estate size, and urgency.

Logs Caller Details in Database
Automatically records every call in your private Airtable dashboard — including date, time, and summary of the conversation.