Client Intake & Conflict Screening for Estate Planning Attorneys
Cut client intake & conflict screening time by 4 days for Estate Planning Attorneys.
The Problem
Every new Trusts & Estates lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.
What We Build
AI runs the conflict check against WealthCounsel, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.
Tools & Integrations
How It Works
Discovery Call
We map your current client intake & conflict screening process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Frequently asked
How long does client intake & conflict screening take manually for estate planning attorneys?+
In most trusts & estates firms, client intake & conflict screening consumes hours per matter or per week that AI can absorb. The exact savings depend on volume, but firms with mature workflows typically see 4 days improvement within the first quarter after deployment.
Can AI handle client intake & conflict screening without losing accuracy?+
Yes — every workflow uses human-in-the-loop. AI does the deterministic 80% (data extraction, classification, routing); your estate planning attorney keeps every judgment call. Nothing ships without a defined approval point.
Will this require switching from WealthCounsel?+
No. The automation runs on top of your existing WealthCounsel setup using its API or agent integration — no migration, no parallel system, no license changes. Your team keeps using WealthCounsel exactly as before.
How quickly can a estate planning attorney team deploy this?+
Most engagements ship the first working workflow in 2–4 weeks from kickoff: discovery call → fixed-price scope → build → review/refine. After that it runs on autopilot, with us monitoring for drift.
Is client intake & conflict screening automation worth it for a small trusts & estates firm?+
If your estate planning attorneys spend 5+ hours per week on client intake & conflict screening, the ROI is clear. The build pays back inside the first quarter at that volume — and the time savings compound, since the workflow keeps running once deployed.
What happens when WealthCounsel or our process changes?+
Workflows are versioned and monitored. When WealthCounsel pushes API changes or your firm changes process, we update the workflow within days — no rebuild required.
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Ready to automate client intake & conflict screening?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.