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My-legacy.ai - Conversational, Secure & Affordable Estate Planning Platform | Product Hunt
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Estate attorneys

Increase Revenue with a Digital Assistant that Engages and Prequalifies Clients

Qualifying new clients has never been easier

Register for the Pilot Program

No more Unproductive Consults, Unqualified Meetings, or  Last-minute Cancellations

My-Legacy-AI helps busy estate planning practices engage, prequalify, and book meetings with clients – all from your website. By using a purposed-trained conversational AI chatbot designed to spot the best potential clients and get them on your calendar quickly.

A Generative AI powered chat agent that’s specifically trained on estate planning

  • Intelligent visitor engagement and 2-way conversation
  • Understands visitor intent and provides personalized experience
  • Ability to categorize visitors into high, medium & low value and redirect them to proper channels
  • Collects demographic data and provides advanced analytics
  • Integration with voice, sms and group chat channels
  • Responds to voice prompts
  • Multi-language capabilities
  • Expand into multi-geographies and multiple legal areas

Join the Pilot Program

Getting started is easy – no website development or coding required. 

Schedule a setup call.

This is where we’ll refine the digital assistant conversation so it asks your questions and provides answers based on your company’s content. We’ll also set the criteria for high-medium-low priority leads, routing information, and calendar booking.

Add it to your website.

There’s no development or custom coding required. We’ll give you the code snippet to add to your website (or set it up for you). From there, we’ll test the digital assistant. You can be up and running in as little as 45 minutes.

Launch your marketing campaign.

Kick off your next marketing campaign that directs clients to your website and the My-Legacy-AI digital assistant will handle the rest!

Benefits

Engage Prospective Clients From Your Website

Actively engage website visitors with our conversational digital assistant. Our well-trained engine holds interactive conversations and gathers pertinent data.

Identify High-Quality Prospects

Instantly categorize visitors into high, medium, and low value based on the conversation with our digital assistant.

Streamlined Scheduling

Automatically book new client meetings based on your rating criteria.

Comprehensive Metrics

Unlock a new era of reporting with our pioneering detailed multi-dimensional reports, delivering an unparalleled level of insights never accessed before.

Actionable Marketing Insights

Revolutionize your understanding of your new client funnel and maximize the ROI on marketing campaign spending by increasing the new meeting conversion rate from your website traffic.

Efficient Meeting Readiness

Prepare your team with a concise summary of the client's requirements, eliminating the need to navigate blindly.

Frequently Asked Questions

  • My-Legacy.ai stands out as a specialized platform crafted specifically for estate planning and legacy-related services. Unlike chatGPT, which relies on public domain knowledge, My-Legacy.ai distinguishes itself by leveraging a meticulously curated knowledge base crafted by legal professionals. This intentional approach aims to address the hallucination issue often encountered when GPT engines turn to the internet for responses.
  • Disclaimer: My-legacy.ai does not offer legal services or advice. The information provided on this platform is for general informational purposes only and should not be considered as legal guidance. Users are encouraged to consult with qualified legal professionals for personalized advice tailored to their specific circumstances. My-Legacy.AI does not establish an attorney-client relationship, and any communication through the platform does not constitute legal representation. While we strive to provide accurate and up-to-date information, we make no warranties or representations regarding the completeness, accuracy, or suitability of the content on this platform. Users are responsible for verifying information and making informed decisions based on their individual needs and legal requirements.
We keep tight tabs on the user questions and answer and update our engine very frequently.

My-Legacy.AI is not a law firm and does not provide legal services or advice. The information presented on this platform is intended for general informational purposes only and should not be construed as legal advice. Users are strongly advised to seek guidance from qualified legal professionals for personalized advice tailored to their specific circumstances. My-Legacy.AI does not establish an attorney-client relationship, and any communication via the platform does not constitute legal representation. While we endeavor to offer accurate and current information, we do not guarantee the completeness, accuracy, or suitability of the content on this platform. Users are responsible for verifying information and making informed decisions based on their individual needs and legal requirements.

My-Legacy.AI is not a law firm, and it does not offer legal services or advice. We are bridging the knowledge gap through the use of generative AI so that users can get better, relevant and meaningful responses. To the contrary, we do advise users to seek professional advice and we do offer professional references.

DISCLAIMER:  We are not a law firm and we do not provide legal advice. The guidance generated is not a legal advice and a trained attorney should be consulted to make informed decisions.

Empower your decisions with precision. Your prospects, your data, your metrics. Seize control of your time and drive success with informed choices.

Schedule a 15-min Demo