3 agents
AI Customer Service Department
Handles 24/7 inquiries, routing, and reviews.
- Receptionist / front desk
- Customer success coordinator
- Reputation / review specialist
Legal ServicesFor Estate Planning Attorneys
Attorneys Draft Documents. GrowthBotz Books The Plans.
AI systems for estate-planning firms that capture every wills, trusts, and probate inquiry, qualify by asset complexity, book planning sessions, and nurture clients toward funding and reviews — 24/7.
Automate repetitive workflows and support your existing team — without adding headcount.
Avg AI reply time: 38sServing USA & Canada$2,500/month per department
Recommended AI Departments
The AI departments that fit Estate Planning Firm.
Pick the departments that match your workflow — Customer Service, Estimating, Sales, and Social Media. $2,500/month per department. All named AI agents are included.
1 agents
AI Estimating Department
Turns project notes and files into structured estimates.
- Estimator (junior)
- Project coordinator
- Proposal writer
4 agents
AI Sales Department
Captures, qualifies, follows up, and books leads.
- Lead-gen specialist
- SDR / outbound rep
- Appointment setter
5 agents
AI Social Media Department
Content creation, scheduling, community management, and social outreach.
- Social media manager
- Content creator
- Community manager
Example Workflows
How an AI department actually works.
- ProblemMissed call
- AI agent texts back within 60 seconds
- Customer gets a next step
- ProblemUnbooked estimate
- AI follows up over 14 days
- Estimate gets booked
- ProblemRepetitive question
- AI answers instantly, 24/7
- Team focuses on revenue work
$2,500/month per AI Department · All named agents included · 30-day launch + weekly optimization
The ROI
See your monthly operational value in 60 seconds.
Frequently asked questions
Yes. The Sales Department pre-qualifies by approximate net worth, blended-family or business-ownership scenarios, and timeline before booking a planning session.
Yes. Sensitive fields stay encrypted in transit, the system only collects what you configure, and basic conflict screening runs before a consult is booked.
Yes. We integrate with Clio, MyCase, PracticePanther, Wealth Counsel, and most legal tech.
Yes. The Customer Service Department runs annual review reminders, trust funding follow-ups, and life-event triggers (birth, death, marriage, business sale).
Most estate-planning firms launch in 4–8 weeks.
Each AI Department is a flat $2,500/month and includes all of its named AI agents. Pick 1–4 departments — your monthly total is simply the number of departments × $2,500. 30-day setup and launch, then weekly optimization to improve performance and traction.