Estate Planning Intake Software

Q: Will follow-up feel pushy to estate planning clients?

It is three short messages over a week, in your firm’s wording, and it stops the moment the lead replies, books or opts out. Most people appreciate a reminder about something they meant to do.

Q: Which plan includes follow-up sequences?

Day 1, 3 and 7 follow-up sequences are on the Growth ($299/mo) and Pro ($499/mo) plans. Starter covers the instant reply, scoring, inbox and dashboard.

Q: Can it tell me which seminars or ads bring in signed clients?

Yes. The source of each inquiry is recorded on arrival, and the dashboard shows consultations and signed cases by source, not just inquiries.

Q: What if a family member inquires for a parent?

The first reply records who is inquiring and for whom. How and when your firm speaks to the parent is your team’s decision.

What estate planning inquiries are really like

Lower urgency, higher consideration, and a long gap between interest and a signed engagement.

Interest without urgency

Someone downloads a checklist or fills in a form, then life gets in the way. Without follow-up, most of these inquiries simply go quiet.

Comparison shopping

Estate planning buyers often contact several firms and compare fees and approach before booking. Being prompt and clear sets you apart.

Couples and families

Decisions are often joint, and adult children sometimes inquire for a parent. The booking needs to suit more than one person.

How Intake Efficiency handles an estate planning inquiry

Replies within 60 seconds with your booking link, so a motivated lead can book while they are thinking about it.
Follows up on day 1, 3 and 7 with short, polite reminders written with you, and stops as soon as the lead replies, books or opts out.
Scores the inquiry on what matters to your practice: what they want to put in place, where they live and whether they asked to book.
When an adult child inquires for a parent, records who is inquiring, so your team can speak with the parent directly about their own wishes.
Shows which seminar, page or ad produced each signed engagement, so you know which marketing is worth repeating.
Routes questions such as “do I need a trust?” to a person, with an AI draft for your staff to approve.

Example score reasons

Wants a will and a revocable trust: services the firm offers
Lives in the state the firm practices in
Asked to book a consultation
Inquiring jointly with a spouse

Illustrative. Your firm sets the criteria during setup, and staff see every reason behind a score.

Questions the first reply can ask

Light-touch questions that help your team prepare without turning the first reply into a form.

What would you like to put in place: a will, a trust, powers of attorney, a healthcare directive, or are you not sure yet?
Is this for yourself, for you and a spouse or partner, or for a family member?
Which state do you live in?
Is there a reason for timing, such as a new child, a move, a diagnosis or a sale?
Would you prefer an in-person or video consultation?

Intake Efficiency is software, not a law firm, and does not give legal advice. Nothing on this page is legal advice.

How an inquiry moves through

Inquiry arrivesWeb form, email, text or WhatsApp
Consent loggedPer channel, with wording and time
Reply < 60 sOn channels the lead agreed to
Qualified0–100 score with plain-English reasons
Lawyer alertedLead gets your booking link
Follow-upsDay 1, 3 and 7 until reply, booking or opt-out
Into your CRMQualified leads only

Texts go out only between 8am and 9pm in the lead’s time zone; email replies go out at any hour. Steps 6 and 7 are on the Growth and Pro plans.

Questions firms ask

Will follow-up feel pushy to estate planning clients?

It is three short messages over a week, in your firm’s wording, and it stops the moment the lead replies, books or opts out. Most people appreciate a reminder about something they meant to do.

Which plan includes follow-up sequences?