Trust & Estate
AI Intake for Trust and Estate Firms
The families who call a trust and estate firm are often calling on the hardest day of their year, and they rarely call twice. Avanon Pulse handles first contact for the calls and texts your team cannot get to, capturing the details of a new matter and routing a qualified intake to your attorneys instead of letting a grieving caller reach a voicemail.
Book a demoHow it works
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A potential client calls or texts your existing firm number. When your front desk cannot pick up, Pulse responds within seconds rather than sending them to voicemail.
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Pulse texts the caller and walks them through a calm, brief intake. It learns whether it is probate, estate planning, or trust administration, gathers the contact details, and captures a short summary of the situation.
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It writes the intake into a clean record and routes it to your team, so an attorney opens the matter already knowing who called and why.
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Avanon sets it up and operates it. We onboard your firm, shape the intake questions and routing around your process, and run the system so your staff is not managing new software.
What trust and estate firms lose to missed calls
First contact decides the matter.
A family that reaches a live, organized intake feels cared for and stays. A family that reaches voicemail calls the next firm and does not look back.
These calls come at odd hours.
Word of a death does not keep office hours, and the person handling the estate is often calling in the evening or on a weekend when your office is closed.
Referral leads are too valuable to drop.
When another professional sends a client your way, an unanswered call reflects on the referral and quietly dries up the pipeline that sent it.
Frequently asked questions
Does this give legal advice to callers?
No, and it is built not to. Pulse handles intake only. It gathers the details of the matter and the contact information, then routes a qualified intake to your team. Anything that calls for judgment goes to an attorney.
Can it answer phone calls or only texts?
Today Pulse answers inbound texts and follows up on missed calls by text within seconds. Direct voice answering is in active development and is coming soon.
How does it handle someone who is grieving?
It is configured to be calm and plain spoken, to ask only what it needs, and to make the next step clear. The goal is to make first contact feel handled, not to rush a family through a form.
What information does it collect for a new matter?
We tailor this during onboarding. Typically it captures the caller name and contact details, the type of matter such as probate or estate planning, the county, and a short summary of the situation, so your attorney opens the file already knowing the basics.
How does it fit with the way we already run intake?
Avanon runs it as a managed service and shapes the intake questions and routing around your existing process. Qualified intakes land wherever you want them, so nothing changes about how your attorneys pick up the work.
What does it cost?
Pulse runs around two thousand dollars a month, fully managed. For a firm where a single estate matter is worth far more than that, one captured intake generally covers it.
Make first contact feel handled
If new matters are reaching your voicemail after hours, Pulse gives every caller a calm, organized first contact and hands your attorneys a qualified intake. Book a demo and we will show you an intake end to end.
Book a demo