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My-Legacy AI Agent is a conversational digital assistant that sits on your law firm’s website. It is trained on your own content, so it answers prospective clients’ routine estate planning questions in a natural, conversational format, guides them through qualifying questions, and helps them book a meeting with the right attorney for their needs.

Most chatbots answer from a generic script. My-Legacy.ai is customized to your practice’s own content, so responses reflect how you actually work. It also does more than chat: it qualifies prospects, gives you a summary of every conversation, and ranks your best-fit prospects so your intake team knows who to call first.

All communications and data are secured with 256-bit AES encryption, and data in transit is protected with TLS 1.3. Files are stored on enterprise cloud infrastructure with multi-factor authentication, and our proprietary (patent-pending) Sharded Encryption Protocol can distribute encrypted fragments across multiple secure locations.

The assistant is configured to stay within the boundaries you set. It answers general, educational questions and routes anything requiring legal judgement to your attorneys. Every page carries a clear disclaimer that My-Legacy.ai is not a law firm and does not provide legal advice. For requirements specific to your jurisdiction or bar association, our team will walk you through the configuration during onboarding.

Estate attorneys lose roughly $4,000 a month in billable hours answering routine questions from unqualified leads. By filtering those out and booking only qualified prospects, the assistant returns those hours to billable work and increases the share of intro calls that convert into retained clients.

Prospective clients get immediate answers at the moment they are researching, instead of waiting for a callback. The assistant handles the routine questions, keeps them engaged through the qualifying process, and hands them to you already informed and ready for a productive first meeting.

Onboarding includes training the assistant on your firm’s content and configuring your qualifying questions and booking rules. For the specifics of ongoing support and training included with your plan, please contact our team.

Pricing depends on the size of your practice and the plan you select. Please contact our team for current pricing and a full breakdown so there are no surprises.

Start with the pilot. Sign up for the pilot programme or book a 15-minute meeting, and our team will scope your setup, train the assistant on your content and get it live on your website.

Because the assistant begins qualifying and booking from the day it goes live, most firms see a change in the quality of booked meetings within the first few weeks. Results depend on your website traffic and how many prospective clients you currently field.

Please contact our team to confirm which languages are currently supported for your configuration and whether multilingual handling can be enabled for your practice.

The assistant is added to your existing website without rebuilding it. Our team handles the integration for you during onboarding — contact us for the technical specifics for your particular website platform.

Yes. The assistant is customized to your practice: it is trained on your content, uses your qualifying questions, and follows your booking rules, so the conversation reflects how your firm works rather than a generic script.

There is no software to install on your computers. The assistant runs on your website, and our team handles the setup during onboarding.