| What it does | Your Legacy, Your Control
| AI legal intake software that helps law firms respond faster, qualify prospects, and book consultations 24/7
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| Stage | Not given
| Startup
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| Founded | 2023
| 2026
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| Based in | AE
| US
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| Pricing model | Freemium
| Paid
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| Pricing | Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
| Pay-as-you-go pricing based on qualified consultation opportunities (COIs) captured. CORE bundle: $40/COI with 25 credits. GROW bundle: $35/COI with 50 credits. SCALE bundle: $30/COI with 100 credits. Refundable implementation fee. Credits auto-refill and bundle can be changed anytime. Free 30-day p
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| Key features | - Smart Will Builder with jurisdiction-aware guidance for drafting wills
- Encrypted digital vault for secure document storage with role-based access controls
- Digital asset inventory management covering financial, digital, and physical assets
- Family structure and roles management with customizable permissions
- Distribution coordination workflow for verified access after passing
- Progress dashboard to track legacy planning completion
- Support for 24 countries and 18 religious inheritance traditions
- Two-factor authentication and AES/TLS encryption for security
- AI-powered planning guidance and smart allocation tools
- GDPR privacy practices and SOC-2 compliance
| - AI voice agents that answer calls 24/7 and place outbound callbacks to missed and after-hours inquiries
- Humanlike SMS and web chat for real-time prospect qualification
- Email and SMS nurture for persistent, personalized follow-up
- Missed-call recovery with automated follow-up workflows
- Qualification criteria application consistent with firm requirements
- Integration with CRM and case management platforms including GoHighLevel
- Pipeline Audit diagnostic to identify intake gaps and measure performance
- Dashboard showing audit score, COIs captured, and estimated recovered case value
- Pipeline IQ executive summary with cost per COI and channel performance metrics
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| What makes it different | - Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
- Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
- Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
- Designed for families with cross-border lives and expats with assets across multiple countries
- Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
| - Built specifically for law firms by practicing attorneys in litigation, corporate law, and AI patent practice, not a generic AI chatbot repurposed for legal
- Compliance-first design that eliminates unnecessary risk from generic AI vendors in legal intake
- Pipeline Audit diagnostic with 30-day refundable pilot to prove value before commitment
- Revenue optimization layer that captures leaked leads from existing marketing spend without hiring additional intake staff
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 26 ▲ +4 (up) since last check | 18 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 0 |
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| Citation Flow (Majestic) | 10 | 21 |
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| Referring domains (Majestic) | 11 | 58 |
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Meerath
PipelineLift