Thoughtful Client Intake for Life’s Most Important Decisions
Clients seeking estate planning or wills often want clarity, reassurance, and timely responses. Missed calls can mean lost trust and lost business. Intellivizz Ai Receptionist ensures every inquiry is answered promptly, handled respectfully, and delivered to your legal team with accurate intake details – any time of day.
Why Estate Planning & Wills Lawyers Choose Intellivizz Ai Receptionist
24/7 Call Answering
Be available when clients are ready to plan – evenings, weekends, and holidays.
Professional, Respectful Conversations
Designed to sound calm, knowledgeable, and trustworthy for sensitive discussions.
Accurate Estate Planning Intake
Collect details related to wills, trusts, beneficiaries, and planning goals.
Instant Call Summaries & Transcripts
Receive organized intake notes to prepare for consultations efficiently.
Smart Call Routing
Forward complex or high-value estate cases directly to an attorney or staff member.
Consultation Scheduling
Book initial estate planning meetings automatically on your calendar.
Multilingual Support (7 Languages)
Serve clients in English, Spanish, French, German, Portuguese, Italian, and Dutch.
Reduce Administrative Workload
Free staff from repetitive calls while maintaining a polished client experience.
CRM & Case Management Integration
Sync all call data and leads with your legal systems.
Pricing
Plan Name: Volt
Price: $199/month (USD)
$499 one-time setup fee
1–2 week setup time
Cancel anytime
Help Clients Plan with Confidence
Quick Links
Request a Call Back
See how Ai can improve your estate planning intake process.
Frequently Asked Questions
Can the Ai handle sensitive estate planning conversations?
Yes. The Ai is trained to communicate professionally and respectfully on personal planning matters.
What information can the Ai collect for estate planning cases?
Basic details about wills, trusts, beneficiaries, planning goals, and contact information.
Will callers know they’re speaking to Ai?
The Ai sounds natural and conversational, designed to feel reassuring and professional.
Can complex estate matters be routed to an attorney immediately?
Yes. Priority or high-value cases can be transferred live with full context.
Does the Ai schedule estate planning consultations automatically?
Yes. It can book, confirm, or reschedule consultations 24/7.
Is client information secure?
Yes. Strong security practices are in place to protect sensitive legal data.
Does it support multilingual clients?
Yes. The Ai supports 7 languages, including Spanish.
Will this replace my staff?
No. It works as overflow, after-hours, or backup support for your team.
How long does setup take?
Typically 1–2 weeks, including customization to your firm’s workflow.
Can it integrate with my legal CRM or calendar?
Yes. Integrations are available with common legal and scheduling systems.
Is this suitable for solo and multi-attorney firms?
Absolutely. It scales easily for practices of any size.
How does this improve client trust and conversion?
By responding promptly and professionally, clients feel supported and are more likely to book consultations.
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