Client Intake & Conflict Screening for Probate Paralegals with Zola Suite
The Problem
Every new Probate Administration 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 in Zola Suite
AI runs the conflict check against EstateExec, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Zola Suite — uses the native API or agent integration so nothing leaves the system of record.
Zola Suite Integration Approach
Audit your Zola Suite configuration
We map the specific Zola Suite objects, custom fields, and workflows the automation needs to touch for your probate administration practice.
Build on the Zola Suite API or agent
Integration happens inside Zola Suite — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Zola Suite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Zola Suite instance
30-minute call. We'll look at your actual Zola Suite setup and show exactly how this workflow fits.