AI agents for personal injury law firm operations including reception, intake, medical records and client follow-up
California estate planning attorneys offering flat-fee living trusts and estate plans completed in about three weeks
Stage
Not given
Established
Founded
Not given
1996
Based in
US
US
Pricing model
Contact for pricing
Paid
Pricing
Not given
Living Trust Estate Plan: $2,500 for single individuals, $3,000 for married couples (plus costs). Estate plan updates and trust administration available at flat-fee quotes based on complexity.
Key features
Intake screening and qualification of new clients
Medical records retrieval and follow-up
Automatic call logging and note generation in case management system
Outbound calling for medical records, treatment tracking and insurance callbacks
Client communication via phone, text and email
24/7 round-the-clock coverage without per-minute billing
Integration with Filevine, Litify, Clio, Smart Advocate, MyCase and CasePeer
Operational data layer with time-leak diagnostics and case-cycle metrics
Direct work with experienced attorney throughout entire process
Flat-fee pricing with no billable hours or surprise invoices
Complete estate plans finished in approximately three weeks
Virtual appointments via Zoom available statewide
Trust administration services for deceased beneficiaries
Living trusts designed to minimize estate taxes and protect children's inheritance
Follow-up questions free after becoming a client
Responsive communication with same-day or same-hour replies
What makes it different
Handles post-intake operational workflows, not just new client intake
Custom agents built for each firm's specific workflows
Estimated 50 percent cheaper than legacy answering services
Most firms go live in under two weeks
Experienced attorneys handle all work directly, not paralegals or junior staff
Estate planning as exclusive focus for 30 years with thousands of completed plans
Significantly faster completion than typical California firms
Same attorney relationship from first call through signing and beyond
HelloCounsel
Clark Allison