Estate PlanningStreamline estate planning intake. Handle trust, will, and probate inquiries and collect asset information 24/7.
Built for estate planningWarm, family-aware coordination — beneficiaries, signings, and life-event triggers handled with care.
24/7 Empathetic Estate Planning Client Onboarding
24/7 intelligent call handling for estate planning firms, integrated with your client systems. Provides updates on document status and connects clients to available team members.
Shared across every productStart with the part of client operations creating the most pressure today. Add the rest as your firm is ready.
Every call and chat answered—24/7, in your client’s language. Qualified against your criteria and booked before they hang up.
Status questions answered, documents chased, and updates sent—with the result already inside the system your team uses.
The leads you wrote off get called, texted, and re-qualified automatically—without pulling your intake team away from new matters.
Every call, case, and lead in one view. See where work is moving, where it is stuck, and what needs attention before the next meeting.
Shared across every productYour playbooks, integrations, escalation rules, and reporting follow the work from the first conversation to the closed file.
Greetings, questions, qualification criteria, and next steps set by your firm.
Transfer, notify, or take a structured message when a person is needed.
Keep client and matter information moving into the tools your team already uses.
Recorded, transcribed, searchable interactions with firm-wide reporting.
Put Lawtté on a real callBring a call your firm handles every week. We'll show how Lawtté answers it, captures the right information, completes the next step, and sends the result into your workflow.
30 minutes
Built around your practice
No generic slide deck
