Managed intake for estate planning law firms.
We manage new estate-planning inquiries, capture the context your attorney needs, and coordinate the next step. Your firm gets a defined intake process for calls, referrals, and prospects who need follow-up before they are ready to meet.
Talk about your firm’s intakeMake the next step clear from the first conversation.
A prospective client may be starting their first plan, updating existing documents, or calling on behalf of a family member. Each conversation needs to establish who the intended client is and what they want to discuss. We gather the information your firm requests and explain the agreed consultation process without recommending a particular legal plan.
What we gather for your firm
Your approved playbook sets the questions. A typical intake covers:
- Intended client
- Who is seeking the planning work and whether someone else is helping arrange the conversation.
- Planning goals
- What prompted the inquiry, whether existing documents are involved, and the questions the caller hopes to discuss.
- Consultation requirements
- Location, preferred contact method, availability, and the preparation your attorney wants before a meeting.
- Follow-up and routing
- What is still needed, who owns the callback, and any concerns your attorney should review before scheduling.
An example inquiry
A daughter calls to arrange an appointment for her mother, who has existing estate-planning documents. Our team records who is calling and who would receive the legal services, gathers the stated planning need, and follows your instructions for involving the intended client. Your attorney gets a clear account of the request and any questions that require review.
Illustrative scenario, not a client record.
Where your attorney takes over
Your attorneys determine who the client is, assess capacity and conflicts, and recommend the legal work. Our team follows approved intake and scheduling instructions.
We agree on responsibilities before intake begins, including coverage, screening, scheduling, and escalation. See what we handle for your firm.
Questions firms ask us
How is this different from an answering service?
Answering is one part of the work. We also follow your screening questions, take responsibility for missing information and callbacks, and prepare the consultation handoff within the scope agreed with your firm.
Can you follow up with someone who is not ready to schedule?
We define the follow-up responsibilities and process with your firm. Each inquiry should have an owner and a clear next step, including when to close or refer it back for review.
Let’s talk about the work.
Tell us where intake gets stuck. We’ll explain what our team can take on.