Estate attorneys
Transform your
Marketing Campaigns
Estate attorneys lose $4,000 a month in billable hours on unqualified prospective client leads.
With My-Legacy.ai, you can earn $120,000 a month in new client revenue.
Discover the Future of Legal Marketing
Quick answers for clients. More qualified meetings for you.
The result? 100% quality meetings with prospects turned long-term clients.
The Problem
When it comes to estate planning, trusts, and probate, let’s face it - prospective clients have lots of questions. Instead of spending time answering routine questions and filtering unqualified calls, let My-Legacy-AI do the heavy lifting.
The Solution
Our advanced generative-ai powered digital assistant is here to revolutionize how you connect with prospective clients and optimize your marketing efforts.
The Process
You can customize the digital assistant on your firm’s content so it can provide tailored answers to your prospective clients’ questions - all in a conversational format.
The Value
Your prospective clients get quick answers to questions in a conversation designed to qualify them as a good fit for a live conversation. Instead of your office assistant or paralegals filtering through calls, we provide a summary of the chat conversation and a ranking of the lead, giving you a call back list of your best-fit prospects, and insights into what topics really matter to them.
Upgrade your new client acquisition strategy
My-Legacy.ai helps estate planners connect with the right prospective clients by providing everything your practice needs to engage and prepare clients for estate planning.
Our digital assistant guides prospects through qualifying questions, answers prospective client questions, and helps them book meetings to get started with the right attorney for their needs.
- Optimize your website with a well-trained conversational digital assistant
- Prioritize intro calls by booking highly qualified leads
- Reduce time spent educating prospective clients
Purpose Built AI Engine
Your 24/7 conversational digital assistant. Not just another chatbot, it’s a finely tuned Generative-AI powered engine focused on estate planning, delivering unbeatable value.
Captivating Visitor Interaction
Our well-trained AI engine captivates visitors in interactive conversations and gathers pertinent data.
Smart Prospect Categorization
Categorizes visitors into high, medium, and low value real time and guides them to right channels set by you.
Comprehensive Metrics
Unlock a new era of reporting with our pioneering detailed multi-dimensional reports, delivering attorneys an unparalleled level of insights never accessed before.
Efficient Meeting Readiness
Enter each consultation armed with a concise summary of the client's requirements, eliminating the need to navigate blindly.
Frequently Asked Questions
My-Legacy AI Agent is a generative AI powered conversational AI agent for your website. This AI agent (chatbot) engages with your visitors, understands their needs and offers them relevant services.
Our solution utilizes Generative AI to provide personalized estate planning guidance. Our AI Agent is specifically trained on the estate planning domain and the customer acquisition methodology is tuned by estate attorneys. So, we are not a run-of-the mill cookie cutter chatbot.
Unlike many other chatbot services that don’t disclose their location, we are a US based company and the customer and client data resides within the US borders. When we offer services in other countries, we will ensure we comply with the data residency and privacy laws of the target countries.
Yes, our platform is designed to meet regulatory standards, helping you maintain compliance while offering innovative digital estate planning services.
Our AI-powered platform pre-qualifies leads, ensuring you only engage with high-value prospects, reducing unproductive consultations and cancellations.
Our AI engine interacts with your website visitors, gathers necessary data, categorizes prospects, and schedules high-priority consultations, streamlining your workflow.
We provide comprehensive onboarding, ongoing support, and training to ensure you and your staff can fully leverage our platform’s capabilities.
Our pricing is transparent, with options for monthly subscriptions based on the chat engagements on your website, irrespective of your practice’s size.
Schedule a demo through our website to see how our platform can transform your estate planning practice.
Attorneys typically see improved efficiency and client engagement within the first few weeks of using our platform. You will have real time access to the chats, metrics.
Coming soon. Our platform will support multiple languages, enabling you to serve a diverse client base effectively.
Integration is very simple and we no coding skills are required. We will give you a URL to integrate with your website.
Yes you can. You can set your color scheme, logo and configure welcome messages. You have total control on how the chatbot engages with your visitors.
No. There’s nothing to install. We will give you a URL that will launch the chabot on your chosen webpages.
