Never Miss Another Client Opportunity with Voice AI Intake!

Automate your intake process so every lead gets captured, qualified, and booked—24/7.

Why Choose Us? Peace of Mind for Your Practice Starts Here

As an estate planning attorney, you dedicate yourself to helping families feel secure about their futures. But who ensures your firm’s growth and stability? If the stress of finding new clients is holding you back, it’s time for a partner who understands your unique needs. With our Affluent Acquisition Blueprint, we specialize in helping attorneys like you attract high-value clients, so you can focus on what you do best—providing peace of mind to families.

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Built for Modern Law Firms

Our voice AI technology works seamlessly with firms—designed to automate intake, save staff time, and increase client capture.

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Predictable Intake, Month After Month

Never wonder where your next case will come from. Our system creates a consistent pipeline of qualified leads.

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Peace of Mind for Your Practice

We handle intake AI, so you're free to focus on clients—not administrative headaches.

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Experience You Can Scale

W15+ years in legal automation and marketing, now packaged into a plug-and-play voice AI system tailored for attorneys.

Our Services | Your Solutions

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Inbound Voice Intake Agent(s)

Never Miss Another Client Call.

Our AI-powered receptionists answer every call 24/7, capture intake details, qualify leads, and ensure every prospect is engaged the moment they reach out.

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Outbound Voice AI Follow-Up

Turn Missed Leads Into Booked Consultations.

From missed calls to unresponsive inquiries, our system follows up automatically—re-engaging prospects, confirming appointments, and keeping your pipeline full.

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Interactive Website Widget

Engage Website Visitors in Real Time.

Transform your website into a live intake assistant. Visitors can ask questions, get answers instantly, and book consultations directly—no forms, no waiting.

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CRM & Calendar Integration

Seamless Intake, Straight Into Your Systems.

Every lead flows directly into your CRM and calendar, eliminating double entry and ensuring your team stays organized and focused on clients.


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Custom Intake & Follow-Up Workflows

Automated Workflows Built for Your Firm.

We create tailored workflows that handle intake, reminders, and follow-up—so your staff spends less time on repetitive tasks and more time on billable work.

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Social Media Marketing

Engage, Inform, and Attract.

Our tailored social media strategies keep you connected with your audience and position you as the go-to expert.

Drive Consistent Growth and Attract High-Value

Clients to Your Practice

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Capture Every Lead Instantly

Never lose another client opportunity. Our Client Intake Engine™ answers every call and web inquiry 24/7, ensuring prospects are engaged the moment they reach out.

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Predictable Intake, Predictable Growth

Enjoy a steady flow of new consultations with an intake system that eliminates the uncertainty of missed calls, inconsistent follow-ups, and unpredictable lead flow.

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Build Trust Through Responsiveness

Clients hire the firm that responds first. By capturing and qualifying leads instantly, your firm builds credibility and trust from the very first interaction.

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Reclaim Your Time

Spend less time on repetitive intake tasks and more time serving clients. Our system handles the screening and scheduling so your team can focus on billable work.

Reclaim Your Time—Let Us Capture Every Client for Your Firm

As an attorney, your focus is on serving clients and winning cases. But what about the clients you never even get a chance to speak with? Missed calls, delayed responses, and unengaged website visitors cost law firms thousands every month. That’s why we created the Client Intake Engine™—a Voice AI-powered system that ensures every lead is answered, qualified, and booked 24/7, so intake never holds back your firm’s growth.

A Consistent Flow of New Cases

No more missed calls or lost opportunities. Every lead is captured the moment they reach out—whether by phone, web, or referral—so you maintain a steady pipeline of consultations and new cases.

Focus on Practicing Law, Not Intake

With our Client Intake Engine™ handling intake and follow-up, your staff no longer wastes hours on repetitive screening. That means more time for you and your team to focus on billable work and delivering the best outcomes for your clients.

Reclaim Your Peace of Mind—Let Us Bring Affluent Clients to Your Door

As an estate planning attorney, your focus is on providing families with the security and peace of mind they deserve. But what about your own peace of mind? The pressure of attracting new clients and managing marketing efforts shouldn’t stand in the way of your practice’s growth. It's time for a reliable, stress-free solution that lets you focus on what you do best—helping families plan for the future.

Consistent Flow of High-Value Clients

No more chasing referrals or struggling to find new leads. We deliver a steady stream of affluent clients who are ready to secure their legacies.

Focus on Your Expertise

With us handling the marketing, you can dedicate more time to your clients, helping them navigate their most important life decisions.

Why Law Firms Choose Us

Your practice deserves a partner who understands the challenges of client intake and provides solutions designed for growth and consistency.

Specialized Focus on Law Firm Intake

We understand the unique pressure law firms face when it comes to capturing and qualifying new clients. That’s why we built the Client Intake Engine™ — designed specifically to help firms streamline intake, eliminate missed opportunities, and create a steady flow of new cases.

Deep Understanding Intake Challenges

Law firms often struggle with unpredictable lead flow, missed calls, and time-consuming intake. We’ve built our system to solve those exact problems — giving you more predictability, more qualified clients, and more time to focus on practicing law.

Built for Attorneys, With Legal Insight

With over 15 years of legal industry experience, we know the standards your practice requires. Our approach combines that background with cutting-edge Voice AI technology, giving you a solution that feels professional, trustworthy, and tailored to your firm’s needs.

Your Growth, Simplified | For Law Firms

Your expertise in serving clients deserves the same level of support when it comes to growing your practice. With our Client Intake Engine™, we automate intake so every call, lead, and web visitor is answered, qualified, and booked 24/7. Let us help you capture more clients consistently while you focus on winning cases and delivering results.

We help law firms eliminate missed leads and automate intake with our Client Intake Engine™ — a Voice AI-powered system that captures, qualifies, and books clients around the clock, ensuring no opportunity slips through the cracks.

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